Welcome Funds, Inc.

Oregon
Registered In
12/03/2004
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Welcome Funds, Inc. at 4755 Technology Way STE 202, Boca Raton, FL 33431 lists John M Welcom of Boca Raton, FL as the associate.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Foreign Business Corporation
Status
Active
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Corporation Service Company Registered Agent
1127 BROADWAY ST NE STE 310, SALEM, OR 97301 (Mailing)
John M Welcom President
4755 TECHNOLOGY WAY STE 202, BOCA RATON, FL 33431 (View Past Addresses)
John M Welcom Secretary
4755 TECHNOLOGY WAY STE 202, BOCA RATON, FL 33431 (View Past Addresses)
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4755 TECHNOLOGY WAY STE 202, BOCA RATON, FL 33431 View Map
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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
2020 Plan NameWELCOME FUNDS INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$597,384 / $744,139 2020 WELCOME FUNDS INC. CASH BALANCE PLAN - Plan #002 14 / 15 $597,384 / $744,139
2019 Plan NameWELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$1,403,823 / $1,962,992 2019 WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN - Plan #001 19 / 21 $1,403,823 / $1,962,992
2019 Plan NameWELCOME FUNDS INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$458,032 / $597,384 2019 WELCOME FUNDS INC. CASH BALANCE PLAN - Plan #002 14 / 14 $458,032 / $597,384
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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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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