Santa Cruz Financial Services, LLC

Norcross, GA

Georgia

Registered In

10/10/2014

Incorp. Date

Company Summary

Santa Cruz Financial Services, LLC at 5195 Jimmy Carter Blvd STE 202, Norcross, Ga 30093 lists Roy B. Williams of Duluth, GA as the associate.

Registered In: Georgia
Incorporation Date: 10/10/2014
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active/Compliance
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Roy B. Williams Registered Agent	5195 JIMMY CARTER BLVD STE 202, NORCROSS, GA 30093
Roy B. Williams Organizer	2549 BODDIE PL, DULUTH, GA 30097

5195 JIMMY CARTER BLVD STE 202, NORCROSS, GA 30093 View Map

Financial Information for Santa Cruz Financial Services, LLC

Form 5500

SANTA CRUZ FINANCIAL SERVICES, LLC

5195 Jimmy Carter Blvd., Ste. 205, Norcross, Ga 30093 (678) 527-9210 EIN:47-2054148 Plan Admin:Roy Williams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSANTA CRUZ FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$69,444 / $142,101	2023	SANTA CRUZ FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	2 / 2	$69,444 / $142,101
2022	Plan NameSANTA CRUZ FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $69,444	2022	SANTA CRUZ FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	2 / 2	$0 / $69,444
2022	Plan NameSANTA CRUZ FINANCIAL SERVICES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2022	SANTA CRUZ FINANCIAL SERVICES, LLC CASH BALANCE PLAN - Plan #002	2 / 2	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SANTA CRUZ FINANCIAL SERVICES LLC

5195 Jimmy Carter Blvd Ste 202, Norcross, GA 30093-1649 Industry:Insurance Agencies and Brokerages Race:Black or African American Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/01/2021	Approved$27,819 Forgiven$28,138 LenderItria Ventures LLC Jobs2	04/01/2021	$27,819	$28,138	Itria Ventures LLC	2
05/08/2020	Approved$18,970 Forgiven$19,164 LenderWells Fargo Bank, National Association Jobs2	05/08/2020	$18,970	$19,164	Wells Fargo Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:5195 Jimmy Carter Blvd Ste 202 Norcross, GA

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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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