Charter Oak Financial, Inc.
Connecticut
Registered In
05/03/2007
Incorp. Date
Foreign
Registration Type
Massachusetts
Foreign Jurisdiction
Company Summary
Charter Oak Financial, Inc. at 330 Whitney Ave STE 600, Holyoke, Ma 01040 lists Frank Stellato and Brendan Naughton of Holyoke, MA as associates.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Massachusetts
Email
*******@halloransage.com
Search Other Resources
People
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Secretary Of State
Registered Agent
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PO BOX 150470, HARTFORD, CT 06115
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Frank Stellato
Officer
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330 WHITNEY AVE, HOLYOKE, MA 01040
2 EDWARD ST, WILBRAHAM, MA 01095
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Brendan Naughton
Officer
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330 WHITNEY AVE, HOLYOKE, MA 01040
330 WHITNEY AVE, HOLYOKE, CT 06470
501 MERRITT 7 CORPORATE PARK, NORWALK, CT 06851
501 MERRIT 7 CORPORATE PARK, NORWALK, CT 06851
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Brad Somma
Director
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330 WHITNEY AVE, HOLYOKE, MA 01040
48 S SERVICE RD STE 400, MELVILLE, NY 11747
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Brendan Naughton
Director
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330 WHITNEY AVE, HOLYOKE, MA 01040
330 WHITNEY AVE, HOLYOKE, CT 06470
501 MERRITT 7 CORPORATE PARK, NORWALK, CT 06851
501 MERRIT 7 CORPORATE PARK, NORWALK, CT 06851
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Brendan Naughton
Officer;Director
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330 WHITNEY AVE, HOLYOKE, MA 01040
330 WHITNEY AVE, HOLYOKE, CT 06470
501 MERRITT 7 CORPORATE PARK, NORWALK, CT 06851
501 MERRIT 7 CORPORATE PARK, NORWALK, CT 06851
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Brad Somma
Officer;Director
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330 WHITNEY AVE, HOLYOKE, MA 01040
48 S SERVICE RD STE 400, MELVILLE, NY 11747
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Showing current associates only (7 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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330 WHITNEY AVE STE 600, HOLYOKE, MA 01040
View Map
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Financials
Financial Information for Charter Oak Financial, Inc.
Form 5500
CHARTER OAK FINANCIAL, INC.
330 Whitney Avenue, Suite 600, Holyoke, Ma 01040 (203) 859-7905 EIN:20-8742915 Plan Admin:Frank Stellato| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY97 / 100 Assets BOY/EOY$7,469,657 / $9,486,558 | 2023 | CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001 | 97 / 100 | $7,469,657 / $9,486,558 |
| 2022 | Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY96 / 90 Assets BOY/EOY$8,744,852 / $7,469,657 | 2022 | CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001 | 96 / 90 | $8,744,852 / $7,469,657 |
| 2021 | Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY102 / 96 Assets BOY/EOY$7,271,334 / $8,744,852 | 2021 | CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001 | 102 / 96 | $7,271,334 / $8,744,852 |
| 2020 | Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY73 / 100 Assets BOY/EOY$5,942,828 / $7,271,334 | 2020 | CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001 | 73 / 100 | $5,942,828 / $7,271,334 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CHARTER OAK FINANCIAL
208 Annelise Ave, Southington, CT 06489-2037 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/26/2021 | Approved$33,827 Forgiven$34,045 LenderManufacturers and Traders Trust Company Jobs2 | 02/26/2021 | $33,827 | $34,045 | Manufacturers and Traders Trust Company | 2 |
| 02/10/2021 | Approved$1,143,020 Forgiven$1,151,444 LenderManufacturers and Traders Trust Company Jobs71 | 02/10/2021 | $1,143,020 | $1,151,444 | Manufacturers and Traders Trust Company | 71 |
| 04/07/2020 | Approved$1,181,700 Forgiven$1,191,154 LenderManufacturers and Traders Trust Company Jobs72 | 04/07/2020 | $1,181,700 | $1,191,154 | Manufacturers and Traders Trust Company | 72 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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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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You can easily find answers to common questions on the Frequently Asked Questions page.
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