Innovest Financial Services, Inc. at 268 Hazard Ave, Enfield, Ct 06082 lists Cary Rubman of Enfield, CT as the associate.
Derek Meade
Registered Agent
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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
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268 HAZARD AVE, ENFIELD, CT 06082
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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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 |
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 |
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Wrm Holdings LLC
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|
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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