Boli Portfolio Strategies, Inc.

Georgia
Registered In
08/08/2011
Incorp. Date
Foreign
Registration Type
Alabama
Foreign Jurisdiction

Company Summary

Boli Portfolio Strategies, Inc. at 2693 Alta Glen Dr, Birmingham, Al 35243 lists Paul R. Thornton of Birmingham, AL as the associate.

Registered In
Georgia
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Alabama
Company Type
Foreign Profit Corporation
Status
Active/Compliance
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Paul Thornton Registered Agent
261 LAKESTONE PKWY, WOODSTOCK, GA 30188
Paul R. Thornton CEO
2693 ALTA GLEN DR, BIRMINGHAM, AL 35243
Paul R. Thornton CFO
2693 ALTA GLEN DR, BIRMINGHAM, AL 35243
Paul R. Thornton Secretary
2693 ALTA GLEN DR, BIRMINGHAM, AL 35243
2693 ALTA GLEN DR, BIRMINGHAM, AL 35243 View Map

Financial Information for Boli Portfolio Strategies, Inc.

Form 5500

BOLI PORTFOLIO STRATEGIES, INC.

261 Lakestone Parkway, Woodstock, Ga 30188 (205) 243-8872 EIN:26-4723216 Plan Admin:Donna Scroggins
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$340,584 / $517,781 2023 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 3 / 3 $340,584 / $517,781
2022 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$308,818 / $340,584 2022 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 3 / 3 $308,818 / $340,584
2021 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 3 Assets BOY/EOY$179,781 / $308,818 2021 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 3 $179,781 / $308,818
2020 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$540,010 / $179,781 2020 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 6 $540,010 / $179,781
2019 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$413,121 / $540,010 2019 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 6 $413,121 / $540,010
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOLI PORTFOLIO STRATEGIES INC.

2693 Alta Glen Dr, Vestavia, AL 35243-4534 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
Loan Date Approved Forgiven Lender Jobs
01/21/2021 Approved$53,089 Forgiven$53,374 LenderBank of Anguilla Jobs4 01/21/2021 $53,089 $53,374 Bank of Anguilla 4
04/15/2020 Approved$53,000 Forgiven$53,378 LenderBank of Anguilla Jobs3 04/15/2020 $53,000 $53,378 Bank of Anguilla 3
PPP Loans based on Paycheck Protection Program.
Address Match:2693 Alta Glen Dr Birmingham, AL
Boli Portfolio Strategies, Inc. Registered in Alabama
Birmingham, AL View Report
Boli Portfolio Strategies, Inc. Registered in Virginia
Birmingham, AL Mechanicsville, VA View Report
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The following government agencies have contributed data:

Georgia Corporations Division U.S. Department of Labor U.S. Small Business Administration
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