Wells Financial Partners, LLC

Needham, MA

Massachusetts

Registered In

07/14/2005

Incorp. Date

Company Summary

Wells Financial Partners, LLC at 197 First Ave STE 350, Needham, Ma 02494 lists Richard Beebe and Stanley Steinberg as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

07/14/2005

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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People

Richard P. Beebe Registered Agent	197 FIRST AVE STE 350, NEEDHAM, MA 02494
Richard Beebe Manager
Stanley Steinberg Manager
Richard Beebe REAL PROPERTY
Stanley Steinberg REAL PROPERTY

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

197 FIRST AVE STE 350, NEEDHAM, MA 02494 View Map

Financials

Financial Information for Wells Financial Partners, LLC

Form 5500

WELLS FINANCIAL PARTNERS, LLC

197 1st Ave STE 350, Needham Heights, Ma 02494 (617) 969-0042 EIN:20-3152345 Plan Admin:Richard P Beebe

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWELLS FINANCIAL PARTNERS, LLC 401(K) PS PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$108,377 / $144,955	2023	WELLS FINANCIAL PARTNERS, LLC 401(K) PS PLAN - Plan #001	2 / 3	$108,377 / $144,955
2022	Plan NameWELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$136,074 / $108,377	2022	WELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN - Plan #001	3 / 2	$136,074 / $108,377
2021	Plan NameWELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$1,115,430 / $136,074	2021	WELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN - Plan #001	5 / 3	$1,115,430 / $136,074
2020	Plan NameWELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$942,562 / $1,115,430	2020	WELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN - Plan #001	6 / 5	$942,562 / $1,115,430
2019	Plan NameWELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$630,983 / $942,562	2019	WELLS FINANCIAL PARTNERS, LLC 401(K) P/S PLAN - Plan #001	6 / 6	$630,983 / $942,562

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

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