Francis Financial, Inc.
New York
New York
Registered In
08/22/2003
Incorp. Date
Company Summary
Francis Financial, Inc. at New York County lists C/O Corporation Service Company of Albany, NY and Stacy Francis of New York, NY as the associates.
- Registered In
- New York
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Not Available
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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C/O Corporation Service Company
DOS Process
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80 STATE ST, ALBANY, NY 12207
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Stacy Francis
CEO
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STACY FRANCIS, NEW YORK, NY 10038
(View Past Addresses)
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New York County
View Map
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Financial Information for Francis Financial, Inc.
Form 5500
FRANCIS FINANCIAL, INC.
39 Broadway Suite 1730, New York, Ny 10006 (212) 374-9008 EIN:20-0247051 Plan Admin:Stacy Francis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,241,803 / $2,081,292 | 2022 | FRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 13 | $2,241,803 / $2,081,292 |
| 2022 | Plan NameFRANCIS FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,202,015 / $1,304,036 | 2022 | FRANCIS FINANCIAL, INC. CASH BALANCE PLAN - Plan #002 | 11 / 10 | $1,202,015 / $1,304,036 |
| 2021 | Plan NameFRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,685,762 / $2,241,803 | 2021 | FRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 13 | $1,685,762 / $2,241,803 |
| 2021 | Plan NameFRANCIS FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$884,691 / $1,202,015 | 2021 | FRANCIS FINANCIAL, INC. CASH BALANCE PLAN - Plan #002 | 12 / 11 | $884,691 / $1,202,015 |
| 2020 | Plan NameFRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,452,952 / $1,685,762 | 2020 | FRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 13 | $1,452,952 / $1,685,762 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FRANCIS FINANCIAL, INC.
39 Broadway, NEW YORK, NY 10006-2194| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$264,600 Forgiven$266,934 LenderKeyBank National Association Jobs13 | 04/12/2020 | $264,600 | $266,934 | KeyBank National Association | 13 |
PPP Loans based on Paycheck Protection Program.
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Related Business Names:
The following government agencies have contributed data:
New York Department of State U.S. Department of Labor U.S. Small Business Administration
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