Fulcrum, LLC

Scottsdale, AZ

Connecticut

Registered In

03/13/2012

Incorp. Date

Foreign

Registration Type

Arizona

Foreign Jurisdiction

Company Summary

Fulcrum, LLC at 7373 E Doubletree Ranch Rd STE 150, Scottsdale, Az 85258 lists James O'brien and Bruce Ficken of Weymouth, MA as associates.

Overview

Registered In

Connecticut

Incorporation Date

03/13/2012

Company Type

Llc

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Arizona

Email

******************@wolterskluwer.com

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People

C T Corporation System Registered Agent	67 BURNSIDE AVE, EAST HARTFORD, CT 06108
James O'brien	400 LIBBEY PKWY, WEYMOUTH, MA 02189
Bruce Ficken	400 LIBBEY PKWY, WEYMOUTH, MA 02189
Marc Fiore	400 LIBBEY PKWY, WEYMOUTH, MA 02189
William Mcconnell	400 LIBBEY PKWY, WEYMOUTH, MA 02189
David Wilcox	400 LIBBEY PKWY, WEYMOUTH, MA 02189
Nathanael Brown	400 LIBBEY PKWY, WEYMOUTH, MA 02189
William Dery	400 LIBBEY PKWY, WEYMOUTH, MA 02189
Daniel Williams	400 LIBBEY PKWY, WEYMOUTH, MA 02189
Henry Stormer	400 LIBBEY PKWY, WEYMOUTH, MA 02189

Showing 10 of 13 associates. Create a free account to view the complete list and historical changes.

Map & Locations

400 LIBBEY PKWY, WEYMOUTH, MA 02189 View Map
7373 E DOUBLETREE RANCH RD STE 150, SCOTTSDALE, AZ 85258 (Mailing) View Map

Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Fulcrum, LLC

Form 5500

FULCRUM LLC

7373 E. Doubletree Ranch Rd. Ste. B 150, Scottsdale, Az 85258 (602) 759-7888 EIN:27-1158279 Plan Admin:Hugh Coyle

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY60 / 0 Assets BOY/EOY$6,418,090 / $0	2023	FULCRUM 401(K) PLAN - Plan #001	60 / 0	$6,418,090 / $0
2022	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY67 / 60 Assets BOY/EOY$7,614,539 / $6,418,090	2022	FULCRUM 401(K) PLAN - Plan #001	67 / 60	$7,614,539 / $6,418,090
2022	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY49 / 0 Assets BOY/EOY$3,011,630 / $0	2022	FULCRUM CASH BALANCE PLAN - Plan #002	49 / 0	$3,011,630 / $0
2021	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY67 / 63 Assets BOY/EOY$6,945,681 / $7,614,539	2021	FULCRUM 401(K) PLAN - Plan #001	67 / 63	$6,945,681 / $7,614,539
2021	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY54 / 53 Assets BOY/EOY$2,608,412 / $3,011,630	2021	FULCRUM CASH BALANCE PLAN - Plan #002	54 / 53	$2,608,412 / $3,011,630
2020	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY69 / 66 Assets BOY/EOY$5,547,478 / $6,945,681	2020	FULCRUM 401(K) PLAN - Plan #001	69 / 66	$5,547,478 / $6,945,681
2020	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY54 / 53 Assets BOY/EOY$2,194,539 / $2,608,412	2020	FULCRUM CASH BALANCE PLAN - Plan #002	54 / 53	$2,194,539 / $2,608,412
2019	Plan NameFULCRUM 401(K) PLAN Plan #001 Participants BOY/EOY55 / 53 Assets BOY/EOY$4,072,768 / $5,547,478	2019	FULCRUM 401(K) PLAN - Plan #001	55 / 53	$4,072,768 / $5,547,478
2019	Plan NameFULCRUM CASH BALANCE PLAN Plan #002 Participants BOY/EOY53 / 49 Assets BOY/EOY$1,706,911 / $2,194,539	2019	FULCRUM CASH BALANCE PLAN - Plan #002	53 / 49	$1,706,911 / $2,194,539

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FULCRUM, LLC

7373 E Doubletree Ranch Rd #150, Scottsdale, Az 85258-2034 Industry:All Other Personal Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$989,662 Forgiven$997,167 LenderPNC Bank, National Association Jobs55	04/07/2020	$989,662	$997,167	PNC Bank, National Association	55

PPP Loans based on Paycheck Protection Program.

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Address Match:7373 E Doubletree Ranch Rd Scottsdale, AZ

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Address Match:7373 E Doubletree Ranch Rd Ste 150 Scottsdale, AZ

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Address Match:400 Libbey Pkwy Weymouth, MA

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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