Bourne Financial Group, LLC

Texas
Registered In
01/10/2019
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Bourne Financial Group, LLC at 228 Park Ave N STE A, Winter Park, FL 32789 lists R. Kyle Bourne and Robert A. Bourne of Winter Park, FL as associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Foreign Limited Liability Company (Llc)
Status
In Existence
Registration Type
Foreign
Foreign Jurisdiction
Florida
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People

Corporation Service Company Dba Csc - Lawyers Incorporating Service Company Registered Agent
211 E 7TH ST STE 620, AUSTIN, TX 78701
R. Kyle Bourne Governing Person
228 PARK AVE N STE A, WINTER PARK, FL 32789
Robert A. Bourne Governing Person
228 PARK AVE N STE A, WINTER PARK, FL 32789
Dell Avery Governing Person
228 PARK AVE N STE A, WINTER PARK, FL 32789

Map & Locations

228 PARK AVE N 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.

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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