Wilcox Financial

Ohio

Registered In

06/20/1988

Incorp. Date

Company Summary

Wilcox Financial in Ohio was registered on 06/20/1988. The status for this business is listed as c.

The Wilcox Financial Group,inc Registered Agent

3400 EXECUTIVE PKWY, TOLEDO, OH 43606

Form 5500

3400 Executive Parkway Suite 200, Toledo, Oh 43606 (419) 537-9407 EIN:34-1366050 Plan Admin:Sara Everly

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWILCOX FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$420,856 / $569,239	2023	WILCOX FINANCIAL RETIREMENT PLAN - Plan #001	14 / 16	$420,856 / $569,239
2022	Plan NameWILCOX FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$432,923 / $420,856	2022	WILCOX FINANCIAL RETIREMENT PLAN - Plan #001	12 / 14	$432,923 / $420,856
2022	Plan NameWILCOX FINANCIAL WELFARE PLAN A Plan #501 Participants BOY/EOY8 / 10 Assets BOY/EOY$0 / $0	2022	WILCOX FINANCIAL WELFARE PLAN A - Plan #501	8 / 10	$0 / $0
2021	Plan NameWILCOX FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$337,958 / $432,923	2021	WILCOX FINANCIAL RETIREMENT PLAN - Plan #001	10 / 12	$337,958 / $432,923
2020	Plan NameWILCOX FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY16 / 10 Assets BOY/EOY$656,575 / $337,958	2020	WILCOX FINANCIAL RETIREMENT PLAN - Plan #001	16 / 10	$656,575 / $337,958
2019	Plan NameWILCOX FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$504,589 / $656,575	2019	WILCOX FINANCIAL RETIREMENT PLAN - Plan #001	15 / 16	$504,589 / $656,575

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3400 Executive Pkwy, Toledo, Oh 43606-1396 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$247,300 Forgiven$249,917 LenderPNC Bank, National Association Jobs17	04/28/2020	$247,300	$249,917	PNC Bank, National Association	17

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Wilcox Financial Group LLC Registered in New York	Amherst, NY (1 more)	View Report
Wilcox Financial, Inc. Registered in Ohio	Toledo, OH	View Report
David Wilcox Financial LLC Registered in Florida	Palm Springs, FL	View Report
Wilcox Financial Enterprises LLC Registered in Arizona	Phoenix, AZ	View Report
Wilcox Financial Services LLC Registered in Pennsylvania	Lancaster, PA	View Report
Wilcox Financial Services, LLC Registered in Missouri	Wentzville, MO	View Report
Wilcox Financial, Inc. Registered in Massachusetts	Boston, MA Toledo, OH	View Report
Wilcox Tax and Financial Advisors, LLC Registered in Arizona	Phoenix, AZ	View Report
Wilcox, Heffelman and Maimona, a Financial Advisory Practice of Ameriprise Financial Services, Inc. Registered in Ohio	Stow, OH	View Report
Wilcox Financial Group, LLC Registered in Oklahoma	Oklahoma City, OK	View Report
Wilcox Financial Services, Inc. Registered in North Carolina	Durham, NC	View Report
Wilcox Financial, Inc. Registered in Wisconsin	Franklin, WI	View Report
Andrews, Wilcox Financial Services, Inc. Registered in Florida	Fort Lauderdale, FL	View Report
Rosales & Wilcox Financial Services Registered in Florida	Brandon, FL	View Report
The Wilcox Financial Group, LLC Registered in Minnesota	Mtka, MN	View Report
Wilcox Financial Services Registered in Oregon	Medford, OR	View Report
Williams and Wilcox Financial Services LLC Registered in Florida	Brandon, FL Seffner, FL	View Report

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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