Cassidy Financial Services, LLC

Registered In: Connecticut
Incorporation Date: 07/25/2006
Registration Type: Domestic
Company Type: Llc
Status: Active
Email: *****@cassidyfinancialservices.com
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Brian Cassidy Registered Agent	46 MILLER DR, SOMERS, CT 06071 1 PASCO DR, Town of East Windsor, CT 06088
Arnold Magid	1 PASCO DR, Town of East Windsor, CT 06088 216 E BASS LN, SUFFIELD, CT 06078 (View Past Addresses)
Brian C. Cassidy	46 MILLER DR, SOMERS, CT 06071 1 PASCO DR, Town of East Windsor, CT 06088

1 PASCO DR, Town of East Windsor, CT 06088 View Map

Financial Information for Cassidy Financial Services, LLC

Form 5500

1 Pasco Drive, East Windsor, Ct 06088 (860) 623-0104 EIN:14-1971867 Plan Admin:Brian Cassidy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCASSIDY FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$3,091,459 / $4,057,742	2023	CASSIDY FINANCIAL SERVICES, LLC 401K PLAN - Plan #001	8 / 8	$3,091,459 / $4,057,742
2022	Plan NameCASSIDY FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,769,179 / $3,091,459	2022	CASSIDY FINANCIAL SERVICES, LLC 401K PLAN - Plan #001	7 / 7	$3,769,179 / $3,091,459
2021	Plan NameCASSIDY FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,085,748 / $3,769,179	2021	CASSIDY FINANCIAL SERVICES, LLC 401K PLAN - Plan #001	7 / 7	$3,085,748 / $3,769,179
2020	Plan NameCASSIDY FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$2,360,602 / $3,085,748	2020	CASSIDY FINANCIAL SERVICES, LLC 401K PLAN - Plan #001	5 / 7	$2,360,602 / $3,085,748
2019	Plan NameCASSIDY FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,833,786 / $2,360,602	2019	CASSIDY FINANCIAL SERVICES, LLC 401K PLAN - Plan #001	5 / 5	$1,833,786 / $2,360,602

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CASSIDY FINANCIAL SERVICES, LLC

1 Pasco Dr, East Windsor, Ct 06088-1707

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$70,676 Forgiven$71,216 LenderBank of America, National Association Jobs5	05/01/2020	$70,676	$71,216	Bank of America, National Association	5

PPP Loans based on Paycheck Protection Program.

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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

Cassidy Financial Services, LLC

Company Summary

Financial Information for Cassidy Financial Services, LLC

CASSIDY FINANCIAL SERVICES, LLC

CASSIDY FINANCIAL SERVICES, LLC