Vantage Point Financial LLC
Massachusetts
Registered In
11/05/2002
Incorp. Date
Company Summary
Vantage Point Financial LLC at 175 Highland Ave STE 304, Needham, Ma 02494 lists David Griswold and Ashley W Ott of Needham, MA as the associates.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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David Griswold
Registered Agent
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175 HIGHLAND AVE # 304, NEEDHAM, MA 02494
(View Past Addresses)
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David Griswold
Manager
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Ashley W Ott
Manager
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175 HIGHLAND AVE, NEEDHAM, MA 02494
(View Past Addresses)
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Ashley W Ott
REAL PROPERTY
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175 HIGHLAND AVE, NEEDHAM, MA 02494
(View Past Addresses)
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David Griswold
REAL PROPERTY
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David Griswold
SOC SIGNATORY
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Ashley W Ott
SOC SIGNATORY
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175 HIGHLAND AVE, NEEDHAM, MA 02494
(View Past Addresses)
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175 HIGHLAND AVE STE 304, NEEDHAM, MA 02494
View Map
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Financial Information for Vantage Point Financial LLC
Form 5500
VANTAGE POINT FINANCIAL, LLC
175 Highland Avenue Suite 304, Needham, Ma 02494 (617) 208-8679 EIN:02-0651712 Plan Admin:David Griswold| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameVANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$282,471 / $386,900 | 2023 | VANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN - Plan #001 | 3 / 3 | $282,471 / $386,900 |
| 2022 | Plan NameVANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$274,183 / $282,471 | 2022 | VANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN - Plan #001 | 3 / 3 | $274,183 / $282,471 |
| 2021 | Plan NameVANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$173,740 / $274,183 | 2021 | VANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN - Plan #001 | 3 / 3 | $173,740 / $274,183 |
| 2020 | Plan NameVANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$90,197 / $173,740 | 2020 | VANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN - Plan #001 | 3 / 3 | $90,197 / $173,740 |
| 2019 | Plan NameVANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $90,197 | 2019 | VANTAGE POINT FINANCIAL, LLC 401(K) RETIREMENT PLAN - Plan #001 | 2 / 3 | $0 / $90,197 |
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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