Jeffrey Financial Services, Inc.

Michigan
Registered In
03/08/2000
Incorp. Date

Company Summary

Jeffrey Financial Services, Inc. in Michigan lists William Jeffrey of Troy, MI as the associate.

Overview

Registered In
Michigan
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Not Available
Registration Type
Domestic
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People

William Jeffrey Registered Agent
6650 WHITING, TROY, MI 48098
William Jeffrey President
6650 WHITING, TROY, MI 48098
William Jeffrey Director
6650 WHITING, TROY, MI 48098
William Jeffrey Secretary
6650 WHITING, TROY, MI 48098
William Jeffrey TREASURER
6650 WHITING, TROY, MI 48098

Financials

Financial Information for Jeffrey Financial Services, Inc.

Form 5500

JEFFREY FINANCIAL SERVICES, INC.

6650 Whiting Dr, Troy, Mi 48098 (248) 723-6400 EIN:38-3542046 Plan Admin:Bill Jeffrey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameJEFFREY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$603,120 / $715,903 2023 JEFFREY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $603,120 / $715,903
2022 Plan NameJEFFREY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$542,903 / $603,120 2022 JEFFREY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $542,903 / $603,120
2021 Plan NameJEFFREY FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$444,578 / $542,903 2021 JEFFREY FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 2 $444,578 / $542,903
2020 Plan NameJEFFREY FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$408,048 / $444,578 2020 JEFFREY FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 3 $408,048 / $444,578
2019 Plan NameJEFFREY FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$282,472 / $408,048 2019 JEFFREY FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $282,472 / $408,048
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Des Moines, IA View Report
Folsom, CA (1 more) View Report
Folsom, CA West Hills, CA View Report
Person/City Match:William Jeffrey - Troy, MI
Infinity Financial Advisor, Inc. Registered in Michigan
Troy, MI View Report
Infinity Financial Group, Inc. Registered in Michigan
Troy, MI View Report
Infinity Financial Network, Inc. Registered in Michigan
Madison Heights, MI Troy, MI View Report

Sources

The following government agencies have contributed data:

• Department of Licensing and Regulatory Affairs • U.S. Department of Labor
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