Innovest Financial Services, Inc.
Connecticut
Registered In
07/02/2004
Incorp. Date
Company Summary
Innovest Financial Services, Inc. at 268 Hazard Ave, Enfield, Ct 06082 lists Cary Rubman of Enfield, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Stock
Status
Active
Registration Type
Domestic
Website
Email
****@innfin.com
Search Other Resources
People
|
Derek Meade
Registered Agent
|
124 COLD SPRING LN, SUFFIELD, CT 06078
268 HAZARD AVE, ENFIELD, CT 06082
|
|
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Cary Rubman
Officer
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268 HAZARD AVE, ENFIELD, CT 06082
42 ARDSLEY RD, LONGMEADOW, MA 01106
|
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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268 HAZARD AVE, ENFIELD, CT 06082
View Map
|
Financials
Financial Information for Innovest Financial Services, Inc.
Form 5500
INNOVEST FINANCIAL SERVICES, INC.
268 Hazard Avenue, Enfield, Ct 06082 (860) 745-3764 EIN:83-2973748 Plan Admin:Cary Rubman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameINNOVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$782,604 / $506,140 | 2022 | INNOVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $782,604 / $506,140 |
| 2021 | Plan NameCARY RUBMAN, CPA CFP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$730,669 / $782,604 | 2021 | CARY RUBMAN, CPA CFP 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $730,669 / $782,604 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INNOVEST FINANCIAL SERVICES INC
268 Hazard Ave, Enfield, Ct 06082-4613| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$49,225 Forgiven$49,655 LenderBank of America, National Association Jobs3 | 05/01/2020 | $49,225 | $49,655 | Bank of America, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
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Address Match:268 Hazard Ave Enfield, CT
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|
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Related Business Names:
|
Innovest Insurance & Financial Services, Inc.
Registered in California
|
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Person/City Match:Derek Meade - Suffield, CT
|
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|
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Person/City Match:Cary Rubman - Enfield, CT
|
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Street Match:Hazard Ave Enfield, CT
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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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