Waypoint Financial Management, Inc.

Florida
Registered In
04/29/2015
Incorp. Date
Foreign
Registration Type
Massachusetts
Foreign Jurisdiction

Company Summary

Waypoint Financial Management, Inc. at 100 B, Westborough, Ma 01581 lists Cosentino Nicholas S of Southborough, MA as the associate.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Massachusetts
Company Type
Foreign Profit
Status
Inactive
EIN
04-3502917
Email
******@tbhr-law.com
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Nrai Services, Inc. Registered Agent
1200 PINE ISLAND RD, PLANTATION, FL 33324
Cosentino Nicholas S CPST
19 LIBERTY DR, SOUTHBOROUGH, MA 01772
100 B, WESTBOROUGH, MA 01581 View Map

Financial Information for Waypoint Financial Management, Inc.

Form 5500

FINANCIAL FOUNDATIONS INC.

1 Research Dr STE 100b, Westborough, Ma 01581 (508) 620-1000 EIN:04-3502917 Plan Admin:Jason A Reesey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFINANCIAL FOUNDATIONS INC 401K PROFIT SHARING Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$3,194,177 / $2,841,295 2022 FINANCIAL FOUNDATIONS INC 401K PROFIT SHARING - Plan #001 17 / 18 $3,194,177 / $2,841,295
2021 Plan NameFINANCIAL FOUNDATIONS INC 401K) PROFIT SHARING Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$2,580,094 / $3,194,177 2021 FINANCIAL FOUNDATIONS INC 401K) PROFIT SHARING - Plan #001 18 / 17 $2,580,094 / $3,194,177
2020 Plan NameFINANCIAL FOUNDATIONS INC 401K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$2,046,297 / $2,580,094 2020 FINANCIAL FOUNDATIONS INC 401K) PROFIT SHARING PLAN - Plan #001 17 / 18 $2,046,297 / $2,580,094
2019 Plan NameINANCIAL FOUNDATIONS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 17 Assets BOY/EOY$1,464,678 / $2,046,297 2019 INANCIAL FOUNDATIONS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 14 / 17 $1,464,678 / $2,046,297
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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