Weston & Gregory, LLC

Daytona Beach, FL

Florida

Registered In

11/07/2013

Incorp. Date

Company Summary

Weston & Gregory, LLC at 100 La Costa Ln STE 100, Daytona Beach, FL 32114 lists Ashby James and Higgins Cassandra of Daytona Beach, FL as associates.

Park Lisa Registered Agent	100 LA COSTA LN, DAYTONA BEACH, FL 32114
Ashby James Member	100 LA COSTA LN, DAYTONA BEACH, FL 32114
Higgins Cassandra Member	100 LA COSTA LN, DAYTONA BEACH, FL 32114
Park Lisa Member	100 LA COSTA LN STE 100, DAYTONA BEACH, FL 32114

100 LA COSTA LN STE 100, DAYTONA BEACH, FL 32114 View Map

Form 5500

100 Lacosta Ln STE 100, Daytona Beach, FL 32114 (386) 274-2747 EIN:46-4134758 Plan Admin:Lisa Park

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$2,342,871 / $2,203,377	2022	WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST - Plan #001	7 / 10	$2,342,871 / $2,203,377
2021	Plan NameWESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,056,044 / $2,342,871	2021	WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST - Plan #001	8 / 7	$2,056,044 / $2,342,871
2020	Plan NameWESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,739,137 / $2,056,044	2020	WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST - Plan #001	7 / 7	$1,739,137 / $2,056,044
2019	Plan NameWESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,295,176 / $1,739,137	2019	WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST - Plan #001	7 / 7	$1,295,176 / $1,739,137

Benefit & Retirement Plans based on Form 5500.

PPP Loans

100 La Costa Lane 100, DAYTONA BEACH, FL 32114 Industry:Offices of Certified Public Accountants

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$110,500 Forgiven$111,623 LenderSouthState Bank, National Association Jobs7	04/14/2020	$110,500	$111,623	SouthState Bank, National Association	7

PPP Loans based on Paycheck Protection Program.

Address Match:100 La Costa Ln Ste 100 Daytona Beach, FL

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Address Match:100 La Costa Ln Daytona Beach, FL

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Person/City Match:Ashby James - Daytona Beach, FL

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Street Match:La Costa Ln Daytona Beach, FL

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

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