Welcome Funds, Inc.
North Carolina
Registered In
10/08/2007
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Welcome Funds, Inc. at 4755 Technology Way STE 202, Boca Raton, FL 33431 lists John Welcom and Daniel Ohman of Boca Raton, FL as the associates.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Florida
- Company Type
- Business Corporation
- Status
- Current-Active
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Corporation Service Company
Registered Agent
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
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John Welcom
President
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4755 TECHNOLOGY WAY STE 202, BOCA RATON, FL 33431
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Daniel Ohman
Vice President
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4755 TECHNOLOGY WAY STE 202, BOCA RATON, FL 33431
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4755 TECHNOLOGY WAY STE 202, BOCA RATON, FL 33431
View Map
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
(Mailing)
View Map
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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 |
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.
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|
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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