Mark Sheptoff Financial Planning LLC

Connecticut
Registered In
09/04/1997
Incorp. Date

Company Summary

Mark Sheptoff Financial Planning LLC at 703 Hebron Ave FL 3rd, Glastonbury, Ct 06033 lists Mark Sheptoff of Glastonbury, CT as the associate.

Overview

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

Mark Sheptoff Registered Agent
703 HEBRON AVE FL 3RD, GLASTONBURY, CT 06033 (Mailing) (View Past Addresses)
Mark Sheptoff
703 HEBRON AVE FL 3RD, GLASTONBURY, CT 06033 3 HOCCANUM RD, MARLBOROUGH, CT 06445

Map & Locations

703 HEBRON AVE FL 3RD, GLASTONBURY, CT 06033 View Map

Financials

Financial Information for Mark Sheptoff Financial Planning LLC

Form 5500

MARK SHEPTOFF FINANCIAL PLANNING, LLC

703 Hebron Avenue, 3rd Floor, Glastonbury, Ct 06033 (860) 734-1090 EIN:06-1493649 Plan Admin:Mark Sheptoff
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,020,672 / $1,185,635 2023 MARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN - Plan #001 3 / 3 $1,020,672 / $1,185,635
2022 Plan NameMARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,154,885 / $1,020,672 2022 MARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN - Plan #001 3 / 3 $1,154,885 / $1,020,672
2021 Plan NameMARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$913,542 / $1,154,885 2021 MARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN - Plan #001 3 / 3 $913,542 / $1,154,885
2020 Plan NameMARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$763,668 / $913,542 2020 MARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN - Plan #001 4 / 3 $763,668 / $913,542
2019 Plan NameMARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$627,465 / $763,668 2019 MARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN - Plan #001 3 / 3 $627,465 / $763,668
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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