Investmark Advisory Group LLC at 3 Enterprise Dr STE 401, Shelton, Ct 06484 lists Michael Kusick of Monroe, CT as the associate.
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Keith E Anderson Cpa
Registered Agent
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139 BARNHILL RD, FAIRFIELD, CT 06825
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Michael Kusick
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79 GRIST MILL RD, MONROE, CT 06468
3 ENTERPRISE DRIVE 401, SHELTON, CT 06484
(View Past Addresses)
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3 ENTERPRISE DR STE 401, SHELTON, CT 06484
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| 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 |
| 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 |
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