Investmark Advisory Group LLC

Connecticut
Registered In
11/21/2016
Incorp. Date

Company Summary

Investmark Advisory Group LLC at 3 Enterprise Dr STE 401, Shelton, Ct 06484 lists Michael Kusick of Monroe, CT as the associate.

Overview

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

Keith E Anderson Cpa Registered Agent
139 BARNHILL RD, FAIRFIELD, CT 06825
Michael Kusick
79 GRIST MILL RD, MONROE, CT 06468 3 ENTERPRISE DRIVE 401, SHELTON, CT 06484 (View Past Addresses)

Map & Locations

3 ENTERPRISE DR STE 401, SHELTON, CT 06484 View Map

Financials

Financial Information for Investmark Advisory Group LLC

Form 5500

INVESTMARK ADVISORY GROUP, LLC

3 Enterprise Drive, Suite 401, Shelton, Ct 06484 (203) 953-3777 EIN:81-4468421 Plan Admin:Michael Kusick
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameINVESTMARK 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$2,106,108 / $2,697,495 2023 INVESTMARK 401(K) RETIREMENT SAVINGS PLAN - Plan #001 13 / 12 $2,106,108 / $2,697,495
2022 Plan NameINVESTMARK 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$2,285,410 / $2,106,108 2022 INVESTMARK 401(K) RETIREMENT SAVINGS PLAN - Plan #001 14 / 13 $2,285,410 / $2,106,108
2021 Plan NameINVESTMARK 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,720,440 / $2,285,410 2021 INVESTMARK 401(K) RETIREMENT SAVINGS PLAN - Plan #001 13 / 14 $1,720,440 / $2,285,410
2020 Plan NameINVESTMARK 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,367,937 / $1,720,440 2020 INVESTMARK 401(K) RETIREMENT SAVINGS PLAN - Plan #001 12 / 13 $1,367,937 / $1,720,440
2019 Plan NameINVESTMARK 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,019,529 / $1,367,937 2019 INVESTMARK 401(K) RETIREMENT SAVINGS PLAN - Plan #001 10 / 11 $1,019,529 / $1,367,937
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INVESTMARK ADVISORY GROUP LLC

3 ENTERPRISE DR Ste 401, SHELTON, CT 06484-4691
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$236,700 Forgiven$225,569 LenderManufacturers and Traders Trust Company Jobs13 04/07/2020 $236,700 $225,569 Manufacturers and Traders Trust Company 13
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:3 Enterprise Dr Ste 401 Shelton, CT
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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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