Advent Advisory Group LLC

California
Registered In
09/17/2018
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

Advent Advisory Group LLC at 7182 Monterey Ln, La Palma, Ca 90623 lists Jean Vertefeuille and Meghan Quinn of Northport, NY 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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Tina Tran Individual Agent
7182 MONTEREY LN, LA PALMA, CA 90623 (View Past Addresses)
Jean Vertefeuille CEO
209 MAIN ST, NORTHPORT, NY 11768
Meghan Quinn Manager
209 MAIN ST, NORTHPORT, NY 11768
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7182 MONTEREY LN, LA PALMA, CA 90623 View Map
209 MAIN ST, NORTHPORT, NY 11768 View Map
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Financial Information for Advent Advisory Group LLC

Form 5500

ADVENT ADVISORY GROUP LLC

PO Box 94, Northport, Ny 11768 (718) 878-3081 EIN:20-8592341
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY33 / 31 Assets BOY/EOY$3,643,513 / $4,408,058 2023 ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN - Plan #002 33 / 31 $3,643,513 / $4,408,058
2022 Plan NameADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$4,397,175 / $4,485,395 2022 ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN - Plan #001 10 / 10 $4,397,175 / $4,485,395
2022 Plan NameADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 33 Assets BOY/EOY$3,586,754 / $3,643,513 2022 ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN - Plan #002 28 / 33 $3,586,754 / $3,643,513
2021 Plan NameADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$3,838,779 / $4,397,175 2021 ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN - Plan #001 11 / 10 $3,838,779 / $4,397,175
2021 Plan NameADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY30 / 28 Assets BOY/EOY$2,392,474 / $3,586,754 2021 ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN - Plan #002 30 / 28 $2,392,474 / $3,586,754
2021 Plan NameADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY13 / 0 Assets BOY/EOY$593,573 / $0 2021 ADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN - Plan #003 13 / 0 $593,573 / $0
2020 Plan NameADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,658,480 / $3,838,779 2020 ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN - Plan #001 11 / 11 $3,658,480 / $3,838,779
2020 Plan NameADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY30 / 28 Assets BOY/EOY$1,832,910 / $2,392,474 2020 ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN - Plan #002 30 / 28 $1,832,910 / $2,392,474
2020 Plan NameADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$504,977 / $593,573 2020 ADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN - Plan #003 13 / 13 $504,977 / $593,573
2019 Plan NameADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY8 / 12 Assets BOY/EOY$2,694,066 / $3,658,480 2019 ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN - Plan #001 8 / 12 $2,694,066 / $3,658,480
2019 Plan NameADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY31 / 30 Assets BOY/EOY$1,432,191 / $1,832,910 2019 ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN - Plan #002 31 / 30 $1,432,191 / $1,832,910
2019 Plan NameADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$380,588 / $504,977 2019 ADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN - Plan #003 13 / 13 $380,588 / $504,977
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ADVENT ADVISORY GROUP LLC

209 Main St Advent Advisory Group - Rear Entrance, Northport, NY 11768-1763 Industry:Administrative Management and General Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/07/2021 Approved$458,332 Forgiven$460,840 LenderJPMorgan Chase Bank, National Association Jobs22 04/07/2021 $458,332 $460,840 JPMorgan Chase Bank, National Association 22
05/01/2020 Approved$526,130 Forgiven$531,300 LenderJPMorgan Chase Bank, National Association Jobs210 05/01/2020 $526,130 $531,300 JPMorgan Chase Bank, National Association 210
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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