Matson Financial Advisors, Inc.

Connecticut
Registered In
11/04/1993
Incorp. Date

Company Summary

Matson Financial Advisors, Inc. at 4 Mountainview Ter STE 104, Danbury, Ct 06810 lists Laura B Matson and Michael Matson of Brookfield, CT as the associates.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Stock
Status
Active
Registration Type
Domestic
Email
*******@matsonfinancial.com
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People

Michael Matson Registered Agent
4 MOUNTAINVIEW TER STE 104, DANBURY, CT 06810 4 MOUNTAIN VIEW TER STE 104, DANBURY, CT 06810
Laura B Matson Officer
6 SUNSET HILL RD, BROOKFIELD, CT 06804 4 MOUNTAINVIEW TER STE 104, DANBURY, CT 06810
Michael Matson Officer
6 SUNSET HILL RD, BROOKFIELD, CT 06804 4 MOUNTAINVIEW TER STE 104, DANBURY, CT 06810
Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

4 MOUNTAINVIEW TER STE 104, DANBURY, CT 06810 View Map

Financials

Financial Information for Matson Financial Advisors, Inc.

Form 5500

MATSON FINANCIAL ADVISORS, INC.

4 Mountainview Terrace Suite 104, Danbury, Ct 06810 (203) 743-0131 EIN:06-1385943 Plan Admin:Michael Matson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMATSON FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$4,441,720 / $5,572,774 2023 MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 10 / 10 $4,441,720 / $5,572,774
2022 Plan NameMATSON FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$5,194,093 / $4,441,720 2022 MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 12 / 10 $5,194,093 / $4,441,720
2021 Plan NameMATSON FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$4,264,130 / $5,194,093 2021 MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 10 / 12 $4,264,130 / $5,194,093
2020 Plan NameMATSON FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,545,978 / $4,264,130 2020 MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 10 / 10 $3,545,978 / $4,264,130
2019 Plan NameMATSON FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,643,621 / $3,545,978 2019 MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 10 / 10 $2,643,621 / $3,545,978
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

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