Personal Tax Systems, Inc.

Connecticut
Registered In
01/06/1992
Incorp. Date

Company Summary

Personal Tax Systems, Inc. at 1 Huckleberry Hill Road PO Box 5171, Brookfield, Ct 06804 lists David S. Long and Lena A Johanson-Long of Brookfield, CT.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Stock
Status
Forfeited
Registration Type
Domestic
Website
Email
*****@ptsfinancial.us
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People

David S Long Registered Agent
1 HUCKLEBERRY HILL RD, BROOKFIELD, CT 06804 4 PARKER HL, BROOKFIELD, CT 06804
David S. Long
4 PARKER HL, BROOKFIELD, CT 06804 1 HUCKLEBERRY HL, BROOKFIELD, CT 06804
Lena A Johanson-Long
4 PARKER HL, BROOKFIELD, CT 06804 1 HUCKLEBERRY HL, BROOKFIELD, CT 06804

Map & Locations

1 HUCKLEBERRY HILL ROAD PO BOX 5171, BROOKFIELD, CT 06804 View Map

Financials

Financial Information for Personal Tax Systems, Inc.

Form 5500

PERSONAL TAX SYSTEMS, INC.

1 Huckleberry Hill Road, Brookfield, Ct 06804 (203) 775-4600 EIN:06-1362087 Plan Admin:David Long
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$267,811 / $352,115 2022 PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $267,811 / $352,115
2021 Plan NamePERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$179,473 / $267,811 2021 PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $179,473 / $267,811
2020 Plan NamePERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$69,340 / $179,473 2020 PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 4 / 3 $69,340 / $179,473
2019 Plan NamePERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $69,340 2019 PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $0 / $69,340
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PERSONAL TAX SYSTEMS INC.

1 Huckleberry Hill Rd, Brookfield, CT 06804-2215 Industry:Tax Preparation Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/08/2021 Approved$43,225 Forgiven$43,580 LenderNewtown Savings Bank Jobs4 04/08/2021 $43,225 $43,580 Newtown Savings Bank 4
04/15/2020 Approved$37,200 Forgiven$37,670 LenderNewtown Savings Bank Jobs4 04/15/2020 $37,200 $37,670 Newtown Savings Bank 4
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor • U.S. Small Business Administration
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