Berkshire Money Management Inc. at 161 Main St, Dalton, Ma 01226 lists Allen P. Harris Jr. of Dalton, MA as the associate.
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Allen P. Harris Jr.
Registered Agent
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161 MAIN ST, DALTON, MA 01226
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Allen P. Harris Jr.
President
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161 MAIN ST, DALTON, MA 01226
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Allen P. Harris Jr.
Director
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161 MAIN ST, DALTON, MA 01226
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Allen P. Harris Jr.
Secretary
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161 MAIN ST, DALTON, MA 01226
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Allen P. Harris Jr.
TREASURER
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161 MAIN ST, DALTON, MA 01226
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161 MAIN ST, DALTON, MA 01226
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$1,836,738 / $2,505,160 | 2023 | BERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST - Plan #001 | 23 / 23 | $1,836,738 / $2,505,160 |
| 2022 | Plan NameBERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY19 / 23 Assets BOY/EOY$2,197,981 / $1,836,738 | 2022 | BERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST - Plan #001 | 19 / 23 | $2,197,981 / $1,836,738 |
| 2021 | Plan NameBERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY14 / 17 Assets BOY/EOY$2,015,183 / $2,197,981 | 2021 | BERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST - Plan #001 | 14 / 17 | $2,015,183 / $2,197,981 |
| 2020 | Plan NameBERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,320,627 / $2,015,183 | 2020 | BERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST - Plan #001 | 13 / 14 | $1,320,627 / $2,015,183 |
| 2019 | Plan NameBERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$537,948 / $1,320,627 | 2019 | BERKSHIRE MONEY MANAGEMENT, INC RETIREMENT TRUST - Plan #001 | 12 / 13 | $537,948 / $1,320,627 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$196,500 Forgiven$197,889 LenderFirst Financial Bank Jobs13 | 04/09/2020 | $196,500 | $197,889 | First Financial Bank | 13 |
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