Williams Financial, LLC

Stephen F. Narey, Esq. Registered Agent	1330 MASS MOCA WAY, NORTH ADAMS, MA 01247
James Williams Manager
James J. Williams REAL PROPERTY	204 UNION ST, BENNINGTON, VT 05201

204 UNION ST, BENNINGTON, VT 05201 View Map

Form 5500

204 Union St., Bennington, Vt 05201 (802) 447-9769 EIN:20-3469341 Plan Admin:James J. Williams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWILLIAMS FINANCIAL, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$457,038 / $746,916	2023	WILLIAMS FINANCIAL, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	6 / 7	$457,038 / $746,916
2022	Plan NameWILLIAMS FINANCIAL, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$127,111 / $457,038	2022	WILLIAMS FINANCIAL, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	7 / 6	$127,111 / $457,038
2021	Plan NameWILLIAMS FINANCIAL, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $127,111	2021	WILLIAMS FINANCIAL, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	7 / 7	$0 / $127,111

Benefit & Retirement Plans based on Form 5500.

PPP Loans

204 Union St, Bennington, Vt 05201-2465 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$128,100 Forgiven$130,283 LenderHeritage Family FCU Jobs8	04/07/2020	$128,100	$130,283	Heritage Family FCU	8

PPP Loans based on Paycheck Protection Program.

Address Match:204 Union St Bennington, VT

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Related Business Names:

Kimberly Williams Financial LLC Registered in Michigan	Belleville, MI	View Report
Williams Financial Group, LLC Registered in West Virginia	Charleston, WV Hurricane, WV	View Report
Williams Financial LLC Registered in Michigan	Farmington, MI	View Report
Williams Financial Service, LLC Registered in New Jersey		View Report
Williams Financial, LLC Registered in New York	Saratoga Springs, NY	View Report
Williams Financial Enterprises LLC Registered in Arizona	Phoenix, AZ	View Report
Williams Financial LLC Registered in California	San Jose, CA	View Report
Williams Financial LLC Registered in Missouri	Saint Charles, MO	View Report
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Williams Thomas Financial, LLC Registered in Pennsylvania	Allentown, PA	View Report
Williams Financial Advisors, LLC Registered in Georgia	1, GA Atlanta, GA	View Report
Williams Financial Services, LLC Registered in Nevada	Nevada	View Report
Williams Financial Group LLC Registered in Colorado	Centennial, CO (3 more)	View Report
Bynum Williams Financial, LLC Registered in Texas	San Antonio, TX	View Report
Todd Williams Financial, LLC Registered in Texas	Houston, TX	View Report
Williams Financial, LLC Registered in Wisconsin	Eagle, WI	View Report
Williams Financial LLC Registered in California	Sylmar, CA Valencia, CA	View Report

Person/City Match:Stephen F Narey Esq - North Adams, MA

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Person/City Match:James J Williams - Bennington, VT

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Company Summary