Cfsg, LLC

Florida
Registered In
09/04/2018
Incorp. Date
Foreign
Registration Type
Vermont
Foreign Jurisdiction

Company Summary

Cfsg, LLC at 100 Main ST STE 260, Newport, Vt 05855 lists Preddy Joseph P and Letourneau Joslyn of Newport, VT as associates.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Vermont
Company Type
Foreign Limited Liability Co.
Status
Active
EIN
04-3626312
Website
Email
*******@cfsgtrust.com
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SEC | EDGAR Sunbiz Trellis.Law Recent News
Bright Thomas W Registered Agent
5270 GULF OF MEXICO DR, LONGBOAT KEY, FL 34228
Preddy Joseph P President
PO BOX 120, NEWPORT, VT 05855
Letourneau Joslyn Seni
PO BOX 120, NEWPORT, VT 05855
Bright Thomas W SVP
595 BAY ISLES RD, LONGBOAT KEY, FL 34228
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100 MAIN ST STE 260, NEWPORT, VT 05855 View Map
PO BOX 120, NEWPORT, VT 05855 (Mailing) View Map

Financial Information for Cfsg, LLC

Form 5500

COMMUNITY FINANCIAL SERVICES GROUP, LLC

P.O. Box 120 100 Main Street, Suite 260, Newport, Vt 05855 (802) 334-1677 EIN:04-3626312 Plan Admin:Joseph Preddy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 32 Assets BOY/EOY$6,755,370 / $7,885,748 2023 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 28 / 32 $6,755,370 / $7,885,748
2022 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY26 / 29 Assets BOY/EOY$7,183,493 / $6,755,370 2022 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 26 / 29 $7,183,493 / $6,755,370
2021 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY22 / 26 Assets BOY/EOY$5,826,079 / $7,183,493 2021 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 22 / 26 $5,826,079 / $7,183,493
2020 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$4,571,469 / $5,826,079 2020 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 21 / 21 $4,571,469 / $5,826,079
2019 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$3,701,387 / $4,571,469 2019 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 20 / 21 $3,701,387 / $4,571,469
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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