Winchester Financial Group, Inc.

Stoneham, MA

Massachusetts

Registered In

01/04/2006

Incorp. Date

Company Summary

Winchester Financial Group, Inc. at 91 Montvale Ave, Stoneham, Ma 02180 lists Paul E. Petrie of Stoneham, MA and Theresa Petrie as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

01/04/2006

Company Type

Domestic Profit Corporation

Status

Active

Registration Type

Domestic

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People

Paul E. Petrie Registered Agent	91 MONTVALE AVE., F-2, STONEHAM, MA 02180
Paul E. Petrie President	91 MONTVALE AVE., F-2, STONEHAM, MA 02180
Paul E. Petrie Director	91 MONTVALE AVE., F-2, STONEHAM, MA 02180
Paul E. Petrie Secretary	91 MONTVALE AVE., F-2, STONEHAM, MA 02180
Paul E. Petrie TREASURER	91 MONTVALE AVE., F-2, STONEHAM, MA 02180
Theresa Petrie Assistant Secretary
Theresa Petrie Assistant Treasurer

Showing current associates only (7 of 8 total associates). Create a free account to see the full associate history

Map & Locations

91 MONTVALE AVE, STONEHAM, MA 02180 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Winchester Financial Group, Inc.

Form 5500

WINCHESTER FINANCIAL GROUP, INC.

91 Montvale Avenue- Suite 102, Stoneham, Ma 02180 (781) 438-0110 EIN:20-4026067 Plan Admin:Paul Petrie

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$685,373 / $872,061	2023	WINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	5 / 5	$685,373 / $872,061
2022	Plan NameWINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$779,800 / $685,373	2022	WINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	5 / 4	$779,800 / $685,373
2021	Plan NameWINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$663,523 / $779,800	2021	WINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	5 / 5	$663,523 / $779,800
2020	Plan NameWINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$554,931 / $663,523	2020	WINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	4 / 4	$554,931 / $663,523
2019	Plan NameWINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$455,652 / $554,931	2019	WINCHESTER FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001	6 / 4	$455,652 / $554,931

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WINCHESTER FINANCIAL GROUP, INC

91 Montvale Ave, Stoneham, Ma 02180-3623

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$45,000 Forgiven$45,305 LenderStonehamBank Jobs4	04/28/2020	$45,000	$45,305	StonehamBank	4

PPP Loans based on Paycheck Protection Program.

Linked Companies

Person/City Match:Paul E Petrie - Stoneham, MA

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Sources

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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