Matheson Financial Advisors Inc.

Mclean, VA

Massachusetts

Registered In

10/12/2006

Incorp. Date

Foreign

Registration Type

Virginia

Foreign Jurisdiction

Company Summary

Matheson Financial Advisors Inc. at 1313 Dolley Madison Blvd, Mclean, Va 22101 lists Colvin T. Matheson of Falls Church, VA and David S. Cohen of Natick, MA.

Overview

Registered In

Massachusetts

Incorporation Date

10/12/2006

Company Type

Foreign Corporation

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Virginia

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People

David S. Cohen Registered Agent	4 MECHANIC ST STE 201, NATICK, MA 01760
Colvin T. Matheson President	407 NO WASHINGTON ST STE 105, FALLS CHURCH, VA 22046
Unknown Unknown Director
David S. Cohen Secretary	4 MECHANIC ST STE 201, NATICK, MA 01760
Colvin T. Matheson TREASURER	407 NO WASHINGTON ST STE 105, FALLS CHURCH, VA 22046

Map & Locations

1313 DOLLEY MADISON BLVD, MCLEAN, VA 22101 View Map

Financials

Financial Information for Matheson Financial Advisors Inc.

Form 5500

MATHESON FINANCIAL ADVISORS, INC.

Suite 220, Mclean, Va 22101 (703) 760-9125 EIN:20-0431875 Plan Admin:Colvin Matheson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,344,978 / $2,979,643	2023	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 10	$2,344,978 / $2,979,643
2022	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,592,742 / $2,344,978	2022	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$2,592,742 / $2,344,978
2021	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,059,384 / $2,592,742	2021	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$2,059,384 / $2,592,742
2020	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$1,655,040 / $2,059,384	2020	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 8	$1,655,040 / $2,059,384
2019	Plan NameMATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,368,446 / $1,655,040	2019	MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 11	$1,368,446 / $1,655,040

Benefit & Retirement Plans based on Form 5500.

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Matheson Financial Advisors, Inc. Registered in Virginia	Mclean, VA		View Report

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Sources

The following government agencies have contributed data:

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

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