Adviceone, LLC

Connecticut
Registered In
10/19/2000
Incorp. Date

Company Summary

Adviceone, LLC at 100 Western Blvd 2nd Floor 100 Western Blvd FL 2nd, Glastonbury, Ct 06033 lists Michael P. Grossman Cfp, Cfs of Glastonbury, CT.

Registered In
Connecticut
Incorporation Date
Registration Type
Domestic
Company Type
Llc
Status
Active
Website
Email
**********@adviceonellc.com
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Michael P. Grossman Registered Agent
100 WESTERN BLVD, GLASTONBURY, CT 06033 15 FRIENDLY WAY, ROCKY HILL, CT 06067
Michael P. Grossman Cfp, Cfs
100 WESTERN BLVD, GLASTONBURY, CT 06033 15 FRIENDLY WAY, ROCKY HILL, CT 06067
100 WESTERN BLVD 2ND FLOOR 100 WESTERN BLVD FL 2ND, GLASTONBURY, CT 06033 View Map

Financial Information for Adviceone, LLC

Form 5500

ADVICEONE, LLC

100 Western Blvd, Glastonbury, Ct 06033 (860) 430-3614 EIN:06-1616224 Plan Admin:Courtney Mcswyny
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY55 / 50 Assets BOY/EOY$6,293,242 / $5,667,634 2022 ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001 55 / 50 $6,293,242 / $5,667,634
2021 Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY39 / 53 Assets BOY/EOY$4,799,848 / $6,293,242 2021 ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001 39 / 53 $4,799,848 / $6,293,242
2020 Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY53 / 32 Assets BOY/EOY$3,819,651 / $4,799,848 2020 ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001 53 / 32 $3,819,651 / $4,799,848
2019 Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY59 / 52 Assets BOY/EOY$2,934,476 / $3,819,651 2019 ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001 59 / 52 $2,934,476 / $3,819,651
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ADVICEONE, LLC

100 Western Blvd, GLASTONBURY, CT 06033-1290
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$613,017 Forgiven$618,279 LenderThe Guilford Savings Bank Jobs33 04/06/2020 $613,017 $618,279 The Guilford Savings Bank 33
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Adviceone, LLC Registered in Massachusetts
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Adviceone LLC Registered in North Carolina
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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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