Focus Financial Center, LLC at 23190 Fashion Dr, Estero, FL 33928 lists Everett R. Richard of Estero, FL as the associate.
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Everett R. Richard
Registered Agent
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20091 MARKWARD XING, ESTERO, FL 33928
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Everett R. Richard
Managing Member
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23190 FASHION DR, ESTERO, FL 33928
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23190 FASHION DR, ESTERO, FL 33928
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$480,722 / $675,348 | 2023 | FOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 11 | $480,722 / $675,348 |
| 2022 | Plan NameFOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$479,273 / $480,722 | 2022 | FOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 6 | $479,273 / $480,722 |
| 2021 | Plan NameFOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$330,090 / $479,273 | 2021 | FOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 7 | $330,090 / $479,273 |
| 2020 | Plan NameFOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$194,889 / $330,090 | 2020 | FOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 8 | $194,889 / $330,090 |
| 2019 | Plan NameFOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$102,605 / $194,889 | 2019 | FOCUS FINANCIAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 8 | $102,605 / $194,889 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$71,700 Forgiven$72,377 LenderNewtown Savings Bank Jobs5 | 04/16/2020 | $71,700 | $72,377 | Newtown Savings Bank | 5 |
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Focus Financial Center, LLC
Registered in Connecticut
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Hamden, CT North Haven, CT | View Report |
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