Beacon Financial Planning, Inc.

Massachusetts
Registered In
10/21/1986
Incorp. Date

Company Summary

Beacon Financial Planning, Inc. at 45 Bristol Dr, Easton, Ma 02375 lists Walter Herlihy and Peter Deschenes as the associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit Corporation
Status
Inactive
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Walter Herlihy Registered Agent
45 BRISTOL DR, EASTON, MA 02375
Walter Herlihy President
Walter Herlihy Director
Walter Herlihy Secretary
Peter Deschenes TREASURER
45 BRISTOL DR, EASTON, MA 02375 View Map

Financial Information for Beacon Financial Planning, Inc.

Form 5500

BEACON FINANCIAL PLANNING, INC.

72 Pine Street, Hyannis, Ma 02601 (508) 790-7039 EIN:47-3289125 Plan Admin:Michaela Herlihy
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
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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