Allegiance Financial Group, Inc.

Maine

Registered In

10/02/1996

Incorp. Date

Company Summary

Allegiance Financial Group, Inc. in Maine lists Neal P. Richard of South Portland, ME and a DBA of Richard Brothers Financial Advisors.

Registered In: Maine
Incorporation Date: 10/02/1996
Registration Type: Domestic
Company Type: Business Corporation
Status: Good Standing
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Neal P. Richard Registered Agent

50 DONALD B DEAN DR STE 1, SOUTH PORTLAND, ME 04106

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Richard Brothers Financial Advisors

Maine

Financial Information for Allegiance Financial Group, Inc.

Form 5500

ALLEGIANCE FINANCIAL GROUP, INC.

50 Donald B. Dean Drive Suite 1, South Portland, Me 04106 (207) 879-2352 EIN:01-0510740 Plan Admin:Neal Richard

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRBFA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$1,321,073 / $1,825,515	2023	RBFA 401(K) PROFIT SHARING PLAN - Plan #001	8 / 11	$1,321,073 / $1,825,515
2022	Plan NameRBFA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,407,872 / $1,321,073	2022	RBFA 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$1,407,872 / $1,321,073
2021	Plan NameRBFA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,120,634 / $1,407,872	2021	RBFA 401(K) PROFIT SHARING PLAN - Plan #001	7 / 8	$1,120,634 / $1,407,872
2020	Plan NameRBFA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$809,265 / $1,120,634	2020	RBFA 401(K) PROFIT SHARING PLAN - Plan #001	8 / 7	$809,265 / $1,120,634
2019	Plan NameRBFA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$579,853 / $809,265	2019	RBFA 401(K) PROFIT SHARING PLAN - Plan #001	6 / 8	$579,853 / $809,265

Benefit & Retirement Plans based on Form 5500.

PPP Loans

ALLEGIANCE FINANCIAL GROUP INC

50 Donald B Dean Drive, SOUTH PORTLAND, ME 04106-3284 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$109,024 Forgiven$109,660 LenderMachias Savings Bank Jobs8	04/08/2020	$109,024	$109,660	Machias Savings Bank	8

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Allegiance Financial Group Inc. Registered in New York	Forest Hills, NY (1 more)	View Report
Allegiance Financial Group, Inc. Registered in Michigan	Rochester, MI	View Report
Allegiance Financial Group, Inc. Registered in Pennsylvania	Phila, PA Philadelphia, PA	View Report
Allegiance Financial Group, Inc. Registered in Minnesota	Little Canada, MN	View Report
Allegiance Financial Group, Inc. Registered in Missouri	Jefferson City, MO Little Canada, MN	View Report
Allegiance Financial Group, Inc. Registered in Georgia	Alpharetta, GA Gainesville, GA	View Report

Person/City Match:Neal P Richard - South Portland, ME

Afx Global Advisors, Inc. Registered in New York	South Portland, ME	View Report
Afx Global Advisors, Inc. Registered in Maine	South Portland, ME	View Report
Allegiance Capital, L.L.C. Registered in Maine	South Portland, ME	View Report
Marlin Enterprise, LLC Registered in Maine	South Portland, ME	View Report

The following government agencies have contributed data:

Department of the Secretary of State Bureau of Corporations, Elections & Commissions U.S. Department of Labor U.S. Small Business Administration

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