Chord Advisors, LLC

California
Registered In
10/20/2016
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

Chord Advisors, LLC at One WASHINGTON MALL FL 9TH, BOSTON, MA 02108 lists Jonathan T Marston and Landen C Williams of Boston, MA as the associates.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Limited Liability Company - Out of State
Status
Active
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SEC | EDGAR Trellis.Law Recent News
C T Corporation System Registered 1505 Agent
330 N BRAND BLVD STE 700, GLENDALE, CA 91203
Jonathan T Marston Manager
One WASHINGTON MALL FL 9TH, BOSTON, MA 02108
Landen C Williams Manager
One WASHINGTON MALL FL 9TH, BOSTON, MA 02108
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One WASHINGTON MALL FL 9TH, BOSTON, MA 02108 View Map
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Financial Information for Chord Advisors, LLC

Form 5500

CHORD ADVISORS, LLC

3300 Irvine Ave Suite 350, Newport Beach, Ca 92660 (310) 776-0074 EIN:45-5183094 Plan Admin:David Horin
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 0 Assets BOY/EOY$2,460,574 / $0 2022 CHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 24 / 0 $2,460,574 / $0
2021 Plan NameCHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 24 Assets BOY/EOY$1,716,486 / $2,460,574 2021 CHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 21 / 24 $1,716,486 / $2,460,574
2020 Plan NameCHORD ADVISORS, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,360,396 / $1,876,316 2020 CHORD ADVISORS, LLC DEFINED BENEFIT PLAN - Plan #002 9 / 9 $1,360,396 / $1,876,316
2020 Plan NameCHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,143,687 / $1,716,486 2020 CHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 19 / 19 $1,143,687 / $1,716,486
2019 Plan NameCHORD ADVISORS, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$914,504 / $1,360,396 2019 CHORD ADVISORS, LLC DEFINED BENEFIT PLAN - Plan #002 9 / 9 $914,504 / $1,360,396
2019 Plan NameCHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$651,980 / $1,143,687 2019 CHORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 16 / 19 $651,980 / $1,143,687
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CHORD ADVISORS, LLC

3300 Irvine Ave STE 350, Newport Beach, Ca 92660
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$379,932 Forgiven$382,300 LenderJPMorgan Chase Bank, National Association Jobs21 05/01/2020 $379,932 $382,300 JPMorgan Chase Bank, National Association 21
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

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