Excalibur Financial Group, Inc.

Valrico, FL

Florida

Registered In

03/11/1998

Incorp. Date

Company Summary

Excalibur Financial Group, Inc. at 812 N Valrico Rd, Valrico, FL 33594 lists Fabrizio Robert and Mannix William of Valrico, FL as the associates.

Amerilawyer Registered Agent	343 ALMERIA AVE, CORAL GABLES, FL 33134
Fabrizio Robert Vice President	814 N VALRICO RD, VALRICO, FL 33594 (View Past Addresses)
Mannix William President/Secretary/Treasurer/Director	812 N VALRICO RD, VALRICO, FL 33594

812 N VALRICO RD, VALRICO, FL 33594 View Map

Form 5500

4830 West Kennedy Blvd. Suite 550, Tampa, FL 33609 (813) 286-4450 EIN:59-3501032 Plan Admin:William Mannix

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameEXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 4 Assets BOY/EOY$4,348,055 / $3,660,265	2022	EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	5 / 4	$4,348,055 / $3,660,265
2021	Plan NameEXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,509,456 / $4,348,055	2021	EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	5 / 5	$3,509,456 / $4,348,055
2020	Plan NameEXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,965,793 / $3,509,456	2020	EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	5 / 5	$2,965,793 / $3,509,456
2019	Plan NameEXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,259,646 / $2,965,793	2019	EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	5 / 5	$2,259,646 / $2,965,793

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4010 W Boy Scout Blvd STE 700, Tampa, FL 33607 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
05/07/2020	Approved$91,600 Forgiven$92,150 LenderRegions Bank Jobs5	05/07/2020	$91,600	$92,150	Regions Bank	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Excalibur Financial Group, Inc. Registered in Pennsylvania	Monroeville, PA	View Report
Excalibur Financial Group, Inc. Registered in Colorado	Fort Collins, CO	View Report
Excalibur Financial Group, Inc Registered in Florida	Palm City, FL Port Saint Lucie, FL	View Report
Excalibur Financial Group, Inc. Registered in Florida	Fort Lauderdale, FL	View Report

Street Match:N Valrico Rd Valrico, 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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