Bourne Financial Group, LLC

Winter Park, FL

Ohio

Registered In

01/20/2021

Incorp. Date

Foreign

Registration Type

Florida

Foreign Jurisdiction

Company Summary

Bourne Financial Group, LLC in Winter Park, FL was registered on 01/20/2021. It is listed at 228 N Park Ave STE A, Winter Park, FL 32789.

Overview

Registered In

Ohio

Incorporation Date

01/20/2021

Company Type

Foreign Limited Liability Company

Status

A

Registration Type

Foreign

Foreign Jurisdiction

Florida

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People

Corporation Service Company Registered Agent

3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221 (View Past Addresses)

Map & Locations

228 N PARK AVE STE A, WINTER PARK, FL 32789 View Map

Financials

Financial Information for Bourne Financial Group, LLC

Form 5500

BOURNE FINANCIAL GROUP, LLC

228 Park Ave North STE A, Winter Park, FL 32879 (407) 644-6444 EIN:47-1328364 Plan Admin:Samuel Spears

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBOURNE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY45 / 33 Assets BOY/EOY$660,605 / $1,059,528	2023	BOURNE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001	45 / 33	$660,605 / $1,059,528
2022	Plan NameBOURNE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY109 / 141 Assets BOY/EOY$186,320 / $660,605	2022	BOURNE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001	109 / 141	$186,320 / $660,605
2021	Plan NameBOURNE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 91 Assets BOY/EOY$0 / $186,320	2021	BOURNE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001	20 / 91	$0 / $186,320

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BOURNE FINANCIAL GROUP, LLC

228 N. Park Ave, Winter Park, FL 32789-3686 Industry:Other Activities Related to Real Estate

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$442,100 Forgiven$446,351 LenderOne Florida Bank Jobs21	04/11/2020	$442,100	$446,351	One Florida Bank	21

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Bourne Financial Group, LLC Registered in Florida	Winter Park, FL	View Report
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Address Match:228 N Park Ave Ste a Winter Park, FL

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Address Match:228 N Park Ave Winter Park, FL

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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