Shoreline Financial Advisors, LLC
Connecticut
Registered In
07/09/1996
Incorp. Date
Company Summary
Shoreline Financial Advisors, LLC at 246 Goose Ln STE 201, Guilford, Ct 06437 lists Patrick Smith and Brendan Thomas Smith of Guilford, CT as the associates.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Website
Email
******@sfadvisors.com
Search Other Resources
People
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Brendan Smith
Registered Agent
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246 GOOSE LN # 201, GUILFORD, CT 06437
16 LINDEN SHRS, BRANFORD, CT 06405
(View Past Addresses)
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Patrick Smith
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246 GOOSE LN # 201, GUILFORD, CT 06437
50 CROSSTREES HILL RD, ESSEX, CT 06426
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Brendan Thomas Smith
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37 OLD MILLER LN, GUILFORD, CT 06437
246 GOOSE LN # 201, GUILFORD, CT 06437
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Map & Locations
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246 GOOSE LN STE 201, GUILFORD, CT 06437
View Map
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Financials
Financial Information for Shoreline Financial Advisors, LLC
Form 5500
SHORELINE FINANCIAL ADVISORS, LLC
246 Goose Lane, STE 201, Guilford, Ct 06437 (203) 458-6800 EIN:06-1458234 Plan Admin:Brendan Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2024 | Plan NameSHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$3,630,816 / $0 | 2024 | SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 0 | $3,630,816 / $0 |
| 2023 | Plan NameSHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$3,124,514 / $3,630,816 | 2023 | SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $3,124,514 / $3,630,816 |
| 2022 | Plan NameSHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$3,406,217 / $3,124,514 | 2022 | SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $3,406,217 / $3,124,514 |
| 2021 | Plan NameSHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$2,736,694 / $3,406,217 | 2021 | SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $2,736,694 / $3,406,217 |
| 2020 | Plan NameSHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,387,449 / $2,736,694 | 2020 | SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $2,387,449 / $2,736,694 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SHORELINE FINANCIAL ADVISORS, LLC
246 GOOSE LN Suite 201, GUILFORD, CT 06437-2186 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$62,292 Forgiven$62,911 LenderThe Guilford Savings Bank Jobs4 | 04/15/2020 | $62,292 | $62,911 | The Guilford Savings Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Brendan Smith - Guilford, CT
|
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|
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|
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|
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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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