Investments Unlimited, Inc.

Ohio
Registered In
12/24/1996
Incorp. Date

Company Summary

Investments Unlimited, Inc. in Ohio lists Lucinda R Sams as the associate.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Corporation for Profit
Status
A
Registration Type
Domestic
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People

Jonathan D. Sams Registered Agent
425 WALNUT ST STE 1800, CINCINNATI, OH 45202
Lucinda R Sams

Financials

Financial Information for Investments Unlimited, Inc.

Form 5500

INVESTMENTS UNLIMITED INC.

365 Stony Run Road, Beverly, Oh 45715 (740) 984-4846 EIN:31-1501881 Plan Admin:Lucinda Sams
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameINVESTMENTS UNLIMITED, INC. 401K PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,465,551 / $1,277,860 2022 INVESTMENTS UNLIMITED, INC. 401K PLAN - Plan #002 9 / 8 $1,465,551 / $1,277,860
2021 Plan NameINVESTMENTS UNLIMITED INC 401K PLAN Plan #002 Participants BOY/EOY11 / 9 Assets BOY/EOY$1,246,309 / $1,465,551 2021 INVESTMENTS UNLIMITED INC 401K PLAN - Plan #002 11 / 9 $1,246,309 / $1,465,551
2020 Plan NameINVESTMENTS UNLIMITED INC 401K PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,091,887 / $1,246,309 2020 INVESTMENTS UNLIMITED INC 401K PLAN - Plan #002 9 / 11 $1,091,887 / $1,246,309
2019 Plan NameINVESTMENTS UNLIMITED INC 401K PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$867,050 / $1,091,887 2019 INVESTMENTS UNLIMITED INC 401K PLAN - Plan #002 9 / 10 $867,050 / $1,091,887
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INVESTMENTS UNLIMITED INC.

365 Stony Run Rd, Beverly, OH 45715-5053 Industry:Lessors of Residential Buildings and Dwellings Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
01/27/2021 Approved$132,995 Forgiven$134,177 LenderThe Citizens Bank Company Jobs10 01/27/2021 $132,995 $134,177 The Citizens Bank Company 10
04/11/2020 Approved$132,900 Forgiven$133,753 LenderThe Citizens Bank Company Jobs10 04/11/2020 $132,900 $133,753 The Citizens Bank Company 10
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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