Stevens Group Financial Services LLC

Connecticut
Registered In
08/19/2016
Incorp. Date

Company Summary

Stevens Group Financial Services LLC at 2319 Whitney Ave STE 3d, Hamden, Ct 06518 lists Mark Stevens of North Haven, CT as the associate.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Email
**************@lpl.com
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People

Mark Stevens Registered Agent
2319 WHITNEY AVE STE 3D, HAMDEN, CT 06518
Mark Stevens
11 CONHURST DR, NORTH HAVEN, CT 06473 2319 WHITNEY AVE STE 5A, HAMDEN, CT 06518
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

2319 WHITNEY AVE STE 3D, HAMDEN, CT 06518 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Stevens Group Financial Services LLC

Form 5500

STEVENS GROUP FINANCIAL SERVICES LLC

2319 Whitney Ave Suite 3d, Hamden, Ct 06518 (203) 872-9900 EIN:81-3651279 Plan Admin:Mark D. Stevens
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSTEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$2,194,689 / $2,673,404 2023 STEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN - Plan #001 5 / 4 $2,194,689 / $2,673,404
2022 Plan NameSTEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$2,402,181 / $2,194,689 2022 STEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN - Plan #001 4 / 5 $2,402,181 / $2,194,689
2021 Plan NameSTEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,011,380 / $2,402,181 2021 STEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN - Plan #001 4 / 4 $2,011,380 / $2,402,181
2020 Plan NameSTEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,641,916 / $2,011,380 2020 STEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN - Plan #001 4 / 4 $1,641,916 / $2,011,380
2019 Plan NameSTEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,269,455 / $1,641,916 2019 STEVENS GROUP FINANCIAL SERVICES LLC 401(K) PLAN - Plan #001 2 / 2 $1,269,455 / $1,641,916
Benefit & Retirement Plans based on Form 5500.
PPP Loans

STEVENS GROUP FINANCIAL SERVICES LLC

2319 Whitney Ave Suite 5A, HAMDEN, CT 06518
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$50,200 Forgiven$50,569 LenderCitizens Bank, National Association Jobs3 04/15/2020 $50,200 $50,569 Citizens Bank, National Association 3
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:2319 Whitney Ave Ste 3d Hamden, CT
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Address Match:2319 Whitney Ave Hamden, CT
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Person/City Match:Mark Stevens - Hamden, CT
Stevens & Barbiero, LLC Registered in Connecticut
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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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