The Roseline Financial Group, LLC

Richmond, VA

Virginia

Registered In

10/12/2005

Incorp. Date

Company Summary

The Roseline Financial Group, LLC at 9804 Norwick Cir, Richmond, Va 23229 lists Gary D Leclair of Richmond, VA.

Registered In

Virginia

Incorporation Date

10/12/2005

Company Type

Llc

Status

Active

Registration Type

Domestic

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Gary D Leclair Registered Agent

200 S 10TH ST, RICHMOND, VA 23219

9804 NORWICK CIR, RICHMOND, VA 23229 View Map

Form 5500

140 Virginia Street STE 300, Richmond, Va 23219 (804) 545-7440 EIN:20-3565508 Plan Admin:John Flounders

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$699,359 / $737,037	2022	THE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 13	$699,359 / $737,037
2021	Plan NameTHE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$547,531 / $699,359	2021	THE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 15	$547,531 / $699,359
2020	Plan NameTHE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$648,070 / $547,531	2020	THE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 13	$648,070 / $547,531
2019	Plan NameTHE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$466,557 / $648,070	2019	THE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	13 / 11	$466,557 / $648,070

Benefit & Retirement Plans based on Form 5500.

PPP Loans

140 Virginia Street 140 Virginia Street, Richmond, VA 23219 Industry:Offices of Certified Public Accountants

Loan Date	Approved	Forgiven	Lender	Jobs
02/10/2021	Approved$252,040 Forgiven$253,629 LenderAtlantic Union Bank Jobs16	02/10/2021	$252,040	$253,629	Atlantic Union Bank	16
04/15/2020	Approved$213,131 Forgiven$215,114 LenderAtlantic Union Bank Jobs14	04/15/2020	$213,131	$215,114	Atlantic Union Bank	14

PPP Loans based on Paycheck Protection Program.

Person/City Match:Gary D Leclair - Richmond, VA

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