Beacon Financial Planning, Inc. at 45 Bristol Dr, Easton, Ma 02375 lists Walter Herlihy and Peter Deschenes as the associates.
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Walter Herlihy
Registered Agent
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45 BRISTOL DR, EASTON, MA 02375
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Walter Herlihy
President
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Walter Herlihy
Director
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Walter Herlihy
Secretary
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Peter Deschenes
TREASURER
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45 BRISTOL DR, EASTON, MA 02375
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$921,951 / $1,266,548 | 2023 | BEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN - Plan #001 | 6 / 7 | $921,951 / $1,266,548 |
| 2022 | Plan NameBEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,018,737 / $921,951 | 2022 | BEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN - Plan #001 | 5 / 6 | $1,018,737 / $921,951 |
| 2022 | Plan NameBEACON FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $107,413 | 2022 | BEACON FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN - Plan #002 | 5 / 5 | $0 / $107,413 |
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor