Ccr Wealth Management, LLC
Massachusetts
Registered In
02/25/2004
Incorp. Date
Company Summary
Ccr Wealth Management, LLC at 1800 W Park Dr STE 150, Westborough, Ma 01581 lists David Borden and Jonathan Albano as 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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Mark B Rosen
Registered Agent
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1800 W PARK DR STE 300, WESTBOROUGH, MA 01581
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David Borden
Manager
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Jonathan Albano
REAL PROPERTY
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Mark Palmerino
REAL PROPERTY
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Mark B Rosen
REAL PROPERTY
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1800 W PARK DR, WESTBOROUGH, MA 01581
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Jonathan Albano
SOC SIGNATORY
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Mark Rosen
SOC SIGNATORY
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Mark Palmerino
SOC SIGNATORY
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1800 W PARK DR STE 150, WESTBOROUGH, MA 01581
View Map
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Financial Information for Ccr Wealth Management, LLC
Form 5500
CCR WEALTH MANAGEMENT, LLC
1800 West Park Drive Suite 150, Westborough, Ma 01581 (508) 926-2330 EIN:04-3348472 Plan Admin:Mark H. Palmerino| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY36 / 47 Assets BOY/EOY$14,478,180 / $11,195,647 | 2022 | CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 36 / 47 | $14,478,180 / $11,195,647 |
| 2021 | Plan NameCCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 36 Assets BOY/EOY$11,903,528 / $14,478,180 | 2021 | CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 28 / 36 | $11,903,528 / $14,478,180 |
| 2020 | Plan NameCCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 28 Assets BOY/EOY$9,501,360 / $11,903,528 | 2020 | CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 27 / 28 | $9,501,360 / $11,903,528 |
| 2019 | Plan NameCCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 27 Assets BOY/EOY$7,326,669 / $9,501,360 | 2019 | CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 25 / 27 | $7,326,669 / $9,501,360 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CCR WEALTH MANAGEMENT LLC
1800 West PARK DR, WESTBOROUGH, MA 01581-3901| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$486,700 Forgiven$493,007 LenderBerkshire Bank Jobs20 | 04/12/2020 | $486,700 | $493,007 | Berkshire Bank | 20 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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