Wells Financial Partners, LLC
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.
- 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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Richard P. Beebe
Registered Agent
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197 FIRST AVE STE 350, NEEDHAM, MA 02494
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Richard Beebe
Manager
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Stanley Steinberg
Manager
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Richard Beebe
REAL PROPERTY
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Stanley Steinberg
REAL PROPERTY
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197 FIRST AVE STE 350, NEEDHAM, MA 02494
View Map
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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.
Address Match:197 First Ave Ste 350 Needham, MA
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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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