Commonwealth Equity Services, Inc.

Waltham, MA

Florida

Registered In

01/07/2011

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

Commonwealth Equity Services, Inc. at 29 Sawyer Rd, Waltham, Ma 02453 lists Bloom Wayne and Hunter Richard of Waltham, MA as associates.

Registered In: Florida
Incorporation Date: 01/07/2011
Registration Type: Foreign
Foreign Jurisdiction: Massachusetts
Company Type: Foreign Profit
Status: Inactive
EIN: 04-2675571
Email: *********@commonwealth.com
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Bloom Wayne CEO	29 SAWYER RD, WALTHAM, MA 02453
Hunter Richard President	29 SAWYER RD, WALTHAM, MA 02453
Deitch Joseph S Chai	29 SAWYER RD, WALTHAM, MA 02453
Wheeler Peter T Othe	29 SAWYER RD, WALTHAM, MA 02453

29 SAWYER RD, WALTHAM, MA 02453 View Map

Financial Information for Commonwealth Equity Services, Inc.

Form 5500

COMMONWEALTH FINANCIAL NETWORK

29 Sawyer Rd., Waltham, Ma 02453 (781) 663-9660 EIN:04-2675571 Plan Admin:Caroline Queen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,237 / 1,360 Assets BOY/EOY$163,490,328 / $145,333,868	2022	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,237 / 1,360	$163,490,328 / $145,333,868
2022	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY1,227 / 0 Assets BOY/EOY$0 / $0	2022	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	1,227 / 0	$0 / $0
2021	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,087 / 1,237 Assets BOY/EOY$130,752,808 / $163,490,328	2021	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,087 / 1,237	$130,752,808 / $163,490,328
2021	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY1,107 / 0 Assets BOY/EOY$0 / $0	2021	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	1,107 / 0	$0 / $0
2020	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,021 / 1,087 Assets BOY/EOY$105,908,961 / $130,752,808	2020	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,021 / 1,087	$105,908,961 / $130,752,808
2020	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY911 / 0 Assets BOY/EOY$0 / $0	2020	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	911 / 0	$0 / $0
2019	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,123 / 1,021 Assets BOY/EOY$107,652,816 / $105,908,961	2019	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,123 / 1,021	$107,652,816 / $105,908,961
2019	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY850 / 0 Assets BOY/EOY$0 / $0	2019	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	850 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

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