Welcome Funds, Inc.
Ohio
Registered In
06/11/2001
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Welcome Funds, Inc. in Boca Raton, FL was registered on 06/11/2001. It is listed at 301 Yamato Rd STE 2110, Boca Raton, FL 33431.
Overview
Registered In
Ohio
Incorporation Date
Company Type
Foreign Corporation
Status
A
Registration Type
Foreign
Foreign Jurisdiction
Florida
Search Other Resources
People
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Corporation Service Company
Registered Agent
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3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221
(View Past Addresses)
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Map & Locations
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301 YAMATO RD STE 2110, BOCA RATON, FL 33431
View Map
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Financials
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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Sources
The following government agencies have contributed data:
• Ohio Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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