Weiser Financial LLC

Florida
Registered In
03/27/2017
Incorp. Date

Company Summary

Weiser Financial LLC at 301 E Pine ST STE 800, Orlando, FL 32801 lists Weiser Julie and Weiser Cory A of Windermere, FL as the associates.

Overview

Registered In
Florida
Incorporation Date
Company Type
Florida Limited Liability Co.
Status
Active
Registration Type
Domestic
EIN
82-0985342
Email
***********@yahoo.com
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People

Weiser Cory A Registered Agent
6146 KEENES POINTE DR, WINDERMERE, FL 34786
Weiser Julie Manager
6146 KEENES POINTE DR, WINDERMERE, FL 34786
Weiser Cory A Manager
6146 KEENES POINTE DR, WINDERMERE, FL 34786

Map & Locations

301 E PINE ST STE 800, ORLANDO, FL 32801 View Map
6146 KEENES POINTE DR, WINDERMERE, FL 34786 (Mailing) View Map

Financials

Financial Information for Weiser Financial LLC

Form 5500

WEISER FINANCIAL LLC

301 E Pine Street, Suite 800, Orlando, FL 32801 (609) 932-6740 EIN:82-0985342 Plan Admin:Cory Weiser
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$421,686 / $589,039 2023 WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 3 $421,686 / $589,039
2022 Plan NameWEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$422,910 / $421,686 2022 WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $422,910 / $421,686
2021 Plan NameWEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$290,781 / $422,910 2021 WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 4 $290,781 / $422,910
2020 Plan NameWEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$174,421 / $290,781 2020 WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $174,421 / $290,781
2019 Plan NameWEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$74,657 / $174,421 2019 WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 2 / 3 $74,657 / $174,421
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WEISER FINANCIAL LLC

301 E. Pine Street Suite 800, ORLANDO, FL 32801-2771
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$39,922 Forgiven$40,300 LenderTD Bank, National Association Jobs4 04/30/2020 $39,922 $40,300 TD Bank, National Association 4
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Weiser Financial Services, LLC Registered in New York
New York, NY View Report
Weiser Financial Group LLC Registered in Ohio
Maineville, OH View Report
Weiser Financial Planning LLC Registered in Ohio
Lewis Center, OH View Report
Address Match:301 E Pine St Ste 800 Orlando, FL
G3 Financial Partners, LLC Registered in Florida
Orlando, FL View Report
Signature Wealth Advisors, LLC Registered in Florida
Orlando, FL View Report
Florida Financial Group X, LLC Registered in Florida
Chuluota, FL Orlando, FL View Report
The Retirement Coach, Inc. Registered in Florida
Orlando, FL Winter Garden, FL View Report
Address Match:6146 Keenes Pointe Dr Windermere, FL
Jbw Services, LLC Registered in Florida
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Lynx Sports Cards, LLC Registered in Florida
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Address Match:301 E Pine St Orlando, FL
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Sources

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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