Retallick Financial Group, Inc

Florida
Registered In
12/31/2014
Incorp. Date

Company Summary

Retallick Financial Group, Inc at 9961 Interstate Commerce Dr, Fort Myers, FL 33913 lists Retallick Donald L and Retallick Savannah of Fort Myers, FL.

Overview

Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
47-3876690
Email
***@retallickfinancial.com
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People

Retallick Donald L Registered Agent
9961 INTERSTATE COMMERCE DR, FORT MYERS, FL 33913 (View Past Addresses)
Retallick Donald L Director
9961 INTERSTATE COMMERCE DR, FORT MYERS, FL 33913 (View Past Addresses)
Retallick Savannah Manager
9961 INTERSTATE COMMERCE DR, FORT MYERS, FL 33913 (View Past Addresses)

Map & Locations

9961 INTERSTATE COMMERCE DR, FORT MYERS, FL 33913 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Retallick Financial Group, Inc

Form 5500

RETALLICK FINANCIAL GROUP INC

9160 Forum Corporate Pkwy #350, Fort Myers, FL 33905 (239) 444-5980 EIN:47-3876690 Plan Admin:Edward Rojas
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameRETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$110,965 / $162,295 2023 RETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 16 / 19 $110,965 / $162,295
2022 Plan NameRETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 16 Assets BOY/EOY$109,661 / $110,965 2022 RETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 12 / 16 $109,661 / $110,965
2021 Plan NameRETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$99,233 / $109,661 2021 RETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 13 / 12 $99,233 / $109,661
2020 Plan NameRETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$89,699 / $99,233 2020 RETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 10 $89,699 / $99,233
2019 Plan NameRETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$41,688 / $89,699 2019 RETALLICK FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 8 / 10 $41,688 / $89,699
Benefit & Retirement Plans based on Form 5500.
PPP Loans

RETALLICK FINANCIAL GROUP, INC

9160 Forum Corp Pkwy, Suite 350, FORT MYERS, FL 33905
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$108,453 Forgiven$109,528 LenderAmerican Momentum Bank Jobs8 04/14/2020 $108,453 $109,528 American Momentum Bank 8
PPP Loans based on Paycheck Protection Program.

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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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