Welcome Funds Inc.

Montana
Registered In
04/22/2022
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Welcome Funds Inc. in Boca Raton, FL was registered on 04/22/2022. It is listed at 4755 Technology Way STE 202, Boca Raton, FL 33431.

Registered In
Montana
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Foreign Profit Corporation
Status
Active-Good Standing
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Corporation Service Company Registered Agent
26 W SIXTH AVE, HELENA, MT 59624
4755 TECHNOLOGY WAY STE 202, BOCA RATON, FL 33431 View Map
4755 TECHNOLOGY WAY SUITE 202 DANIEL OHMAN, BOCA RATON, FL 33431 View Map

Financial Information for Welcome Funds Inc.

Form 5500

WELCOME FUNDS INC.

4755 Technology Way Suite 202, Boca Raton, FL 33431 (561) 862-0244 EIN:65-0973973 Plan Admin:John Welcom
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$2,726,737 / $2,687,092 2022 WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN - Plan #001 18 / 17 $2,726,737 / $2,687,092
2022 Plan NameWELCOME FUNDS INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$900,852 / $1,070,878 2022 WELCOME FUNDS INC. CASH BALANCE PLAN - Plan #002 13 / 13 $900,852 / $1,070,878
2021 Plan NameWELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$2,193,161 / $2,726,737 2021 WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN - Plan #001 20 / 18 $2,193,161 / $2,726,737
2021 Plan NameWELCOME FUNDS INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY15 / 13 Assets BOY/EOY$744,139 / $900,852 2021 WELCOME FUNDS INC. CASH BALANCE PLAN - Plan #002 15 / 13 $744,139 / $900,852
2020 Plan NameWELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 20 Assets BOY/EOY$1,962,992 / $2,193,161 2020 WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN - Plan #001 22 / 20 $1,962,992 / $2,193,161
2020 Plan NameWELCOME FUNDS INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$597,384 / $744,139 2020 WELCOME FUNDS INC. CASH BALANCE PLAN - Plan #002 14 / 15 $597,384 / $744,139
2019 Plan NameWELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$1,403,823 / $1,962,992 2019 WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN - Plan #001 19 / 21 $1,403,823 / $1,962,992
2019 Plan NameWELCOME FUNDS INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$458,032 / $597,384 2019 WELCOME FUNDS INC. CASH BALANCE PLAN - Plan #002 14 / 14 $458,032 / $597,384
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WELCOME FUNDS INC

4755 Technology Way Ste 202, Boca Raton, FL 33431-3338 Industry:Other Financial Vehicles Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
02/22/2021 Approved$303,972 Forgiven$305,669 LenderTD Bank, National Association Jobs18 02/22/2021 $303,972 $305,669 TD Bank, National Association 18
04/09/2020 Approved$303,970 Forgiven$307,466 LenderTD Bank, National Association Jobs19 04/09/2020 $303,970 $307,466 TD Bank, National Association 19
PPP Loans based on Paycheck Protection Program.
Address Match:4755 Technology Way Ste 202 Boca Raton, FL
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Related Business Names:
Welcome Funds Inc. Registered in New Jersey
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Welcome Funds Inc. Registered in West Virginia
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Welcome Funds, Inc. Registered in New York
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Welcome Funds, Inc. Registered in Iowa
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Welcome Funds, Inc. Registered in Ohio
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Welcome Funds Inc. Registered in Pennsylvania
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Welcome Funds, Inc Registered in Nevada
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Welcome Funds, Inc. Registered in Oregon
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Welcome Funds, Inc. Registered in Connecticut
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Welcome Funds Inc. Registered in Minnesota
Roseville, MN View Report
Welcome Funds, Inc. Registered in Georgia
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Welcome Funds, Inc. Registered in North Carolina
Boca Raton, FL Raleigh, NC View Report
Welcome Funds, Inc. Registered in Texas
Boca Raton, FL View Report
Welcome Funds, Inc. Registered in Oklahoma
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Welcome Funds, Inc. Registered in Wisconsin
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Address Match:4755 Technology Way Boca Raton, FL
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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration
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