Boli Portfolio Strategies, Inc.

Virginia
Registered In
07/07/2011
Incorp. Date
Foreign
Registration Type
Alabama
Foreign Jurisdiction

Company Summary

Boli Portfolio Strategies, Inc. at 2693 Alta Glen Dr, Birmingham, Al 35243 lists Brian D Miller and Paul R Thornton as the associates.

Registered In
Virginia
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Alabama
Company Type
Corp
Status
Inactive
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Incorp Services Inc. Registered Agent
7288 HANOVER GREEN DR, MECHANICSVILLE, VA 23111
Brian D Miller President
Paul R Thornton Secretary
2693 ALTA GLEN DR, BIRMINGHAM, AL 35243 View Map

Financial Information for Boli Portfolio Strategies, Inc.

Form 5500

BOLI PORTFOLIO STRATEGIES, INC.

2693 Alta Glen Drive, Birmingham, Al 35243 (205) 968-3255 EIN:26-4723216 Plan Admin:Donna Scroggins
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$308,818 / $340,584 2022 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 3 / 3 $308,818 / $340,584
2021 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 3 Assets BOY/EOY$179,781 / $308,818 2021 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 3 $179,781 / $308,818
2020 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$540,010 / $179,781 2020 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 6 $540,010 / $179,781
2019 Plan NameBOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$413,121 / $540,010 2019 BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN - Plan #001 6 / 6 $413,121 / $540,010
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOLI PORTFOLIO STRATEGIES INC.

2693 Alta Glen Dr, Vestavia, AL 35243-4534 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
Loan Date Approved Forgiven Lender Jobs
01/21/2021 Approved$53,089 Forgiven$53,374 LenderBank of Anguilla Jobs4 01/21/2021 $53,089 $53,374 Bank of Anguilla 4
04/15/2020 Approved$53,000 Forgiven$53,378 LenderBank of Anguilla Jobs3 04/15/2020 $53,000 $53,378 Bank of Anguilla 3
PPP Loans based on Paycheck Protection Program.
Address Match:2693 Alta Glen Dr Birmingham, AL
Boli Portfolio Strategies, Inc. Registered in Georgia
Birmingham, AL View Report
Boli Portfolio Strategies, Inc. Registered in Alabama
Birmingham, AL View Report
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The following government agencies have contributed data:

Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor U.S. Small Business Administration
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