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Alexander, Winton & Associates Inc.

Company Details

Name: Alexander, Winton & Associates Inc.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 18 Mar 2018 (7 years ago)
Business ID: 1141951
ZIP code: 38654
County: DeSoto
State of Incorporation: MISSISSIPPI
Principal Office Address: 8804 Caroma Street Ste 160Olive Branch, MS 38654

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2023 824836915 2024-05-13 ALEXANDER WINTON & ASSOCIATES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561440
Sponsor’s telephone number 6628928037
Plan sponsor’s address 8804 CAROMA ST STE 160, OLIVE BRANCH, MS, 38654

Signature of

Role Plan administrator
Date 2024-05-13
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2022 824836915 2023-05-22 ALEXANDER WINTON & ASSOCIATES 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561440
Sponsor’s telephone number 6628928037
Plan sponsor’s address 8804 CAROMA ST STE 160, OLIVE BRANCH, MS, 38654

Signature of

Role Plan administrator
Date 2023-05-22
Name of individual signing BRITTNEY THARP- ALLEN
Valid signature Filed with authorized/valid electronic signature
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2021 824836915 2022-10-17 ALEXANDER WINTON & ASSOCIATES 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561440
Sponsor’s telephone number 6628928037
Plan sponsor’s address 8804 CAROMA STREET STE 160, OLIVE BRANCH, MS, 38654

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing BRITTNEY THARP
Valid signature Filed with authorized/valid electronic signature
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2020 824836915 2021-07-12 ALEXANDER WINTON & ASSOCIATES 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561440
Sponsor’s telephone number 6628928037
Plan sponsor’s address 6515 GOODMAN RD STE 4, OLIVE BRANCH, MS, 38654

Signature of

Role Plan administrator
Date 2021-07-12
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2019 824836915 2020-06-05 ALEXANDER WINTON & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561440
Sponsor’s telephone number 6628928037
Plan sponsor’s address 6515 GOODMAN RD STE 4, OLIVE BRANCH, MS, 38654

Signature of

Role Plan administrator
Date 2020-06-05
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Will Thomas Allen Agent 8709 Kerri Ruth Rd, Hernando , MS 38632

Incorporator

Name Role Address
Will Thomas Allen Incorporator 8915 Robertson Lane North, Olive Branch, MS 38654

President

Name Role Address
Will Allen President 8709 Kerri Ruth Rd, Hernando, MS 38632

Chief Financial Officer

Name Role Address
Brittney allen Chief Financial Officer 8709 Kerri Ruth Rd, Hernando, MS 38632

Filings

Type Status Filed Date Description
Annual Report Filed 2025-01-21 Annual Report For Alexander, Winton & Associates Inc.
Annual Report Filed 2024-02-21 Annual Report For Alexander, Winton & Associates Inc.
Annual Report Filed 2023-01-16 Annual Report For Alexander, Winton & Associates Inc.
Annual Report Filed 2022-01-27 Annual Report For Alexander, Winton & Associates Inc.
Registered Agent Change of Address Filed 2022-01-27 Agent Address Change For Will Thomas Allen
Annual Report Filed 2021-01-18 Annual Report For Alexander, Winton & Associates Inc.
Annual Report Filed 2020-01-30 Annual Report For Alexander, Winton & Associates Inc.
Annual Report Filed 2019-01-22 Annual Report For Alexander, Winton & Associates Inc.
Formation Form Filed 2018-03-18 Formation For Alexander, Winton & Associates Inc.

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1988158309 2021-01-20 0470 PPS 6515 Goodman Rd, Olive Branch, MS, 38654-7333
Loan Status Date 2022-03-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 140197.5
Loan Approval Amount (current) 140197.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Olive Branch, DESOTO, MS, 38654-7333
Project Congressional District MS-01
Number of Employees 12
NAICS code 488999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 39848
Originating Lender Name Cadence Bank
Originating Lender Address TUPELO, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 141664.77
Forgiveness Paid Date 2022-02-16
4305667101 2020-04-13 0470 PPP 6515 GOODMAN RD, OLIVE BRANCH, MS, 38654-7333
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 110185
Loan Approval Amount (current) 110185
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39848
Servicing Lender Name Cadence Bank
Servicing Lender Address 201 S Spring St, TUPELO, MS, 38804-4811
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address OLIVE BRANCH, DESOTO, MS, 38654-7333
Project Congressional District MS-01
Number of Employees 10
NAICS code 488999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 39848
Originating Lender Name Cadence Bank
Originating Lender Address TUPELO, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 111084.84
Forgiveness Paid Date 2021-02-10

Date of last update: 01 Apr 2025

Sources: Mississippi Secretary of State