Charter Oak Financial, Inc.

Registered In: Massachusetts
Incorporation Date: 03/13/2007
Registration Type: Domestic
Company Type: Domestic Profit Corporation
Status: Active
Find Social Profiles
Search Other Resources: SEC | EDGAR Trellis.Law Recent News

David A. Shrair Registered Agent	1380 MAIN ST, SPRINGFIELD, MA 01103
Brendan Naughton CEO
Brendan Naughton President
Frank Stellato CFO
Brad Somma Vice President
Brad Somma Director
Brendan Naughton Director
Brendan Naughton Secretary
Frank Stellato TREASURER

Login to view more!

You must login to view additional information. Don't have an account? Sign Up, it's free!

330 WHITNEY AVE STE 600, HOLYOKE, MA 01040 View Map

Financial Information for Charter Oak Financial, Inc.

Form 5500

CHARTER OAK FINANCIAL, INC.

330 Whitney Avenue, Suite 600, Holyoke, Ma 01040 (203) 859-7905 EIN:20-8742915 Plan Admin:Frank Stellato

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY97 / 100 Assets BOY/EOY$7,469,657 / $9,486,558	2023	CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001	97 / 100	$7,469,657 / $9,486,558
2022	Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY96 / 90 Assets BOY/EOY$8,744,852 / $7,469,657	2022	CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001	96 / 90	$8,744,852 / $7,469,657
2021	Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY102 / 96 Assets BOY/EOY$7,271,334 / $8,744,852	2021	CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001	102 / 96	$7,271,334 / $8,744,852
2020	Plan NameCHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY73 / 100 Assets BOY/EOY$5,942,828 / $7,271,334	2020	CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN - Plan #001	73 / 100	$5,942,828 / $7,271,334

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CHARTER OAK FINANCIAL INC

330 Whitney Ave Ste 600, Holyoke, MA 01040-2754 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
02/10/2021	Approved$1,143,020 Forgiven$1,151,444 LenderManufacturers and Traders Trust Company Jobs71	02/10/2021	$1,143,020	$1,151,444	Manufacturers and Traders Trust Company	71
04/07/2020	Approved$1,181,700 Forgiven$1,191,154 LenderManufacturers and Traders Trust Company Jobs72	04/07/2020	$1,181,700	$1,191,154	Manufacturers and Traders Trust Company	72

PPP Loans based on Paycheck Protection Program.

Address Match:330 Whitney Ave Ste 600 Holyoke, MA

Charter Oak Financial, Inc. Registered in Connecticut	Holyoke, MA Wilbraham, MA	View Report
Distefano Financial Group, LLC Registered in Massachusetts	Holyoke, MA	View Report
Post Game Financial, LLC Registered in Massachusetts	Holyoke, MA	View Report
Dataprofit Corporation Registered in Massachusetts	Holyoke, MA	View Report
Dataprofit Corporation Registered in Rhode Island	Holyoke, MA (1 more)	View Report

Related Business Names:

Charter Oak Financial Services, Inc. Registered in West Virginia	Charleston, WV Cincinnati, OH	View Report
Charter Oak Financial, Inc. Registered in New York	Holyoke, MA	View Report
Charter Oak Financial Group, Inc. Registered in Connecticut	Dunedin, FL Southington, CT	View Report
Charter Oak Financial Group, Inc. Registered in Florida	Dunedin, FL Plantation, FL	View Report
Charter Oak Financial Services, Inc. Registered in Ohio	Ohio	View Report
Charter Oak Financial Group, Inc. Registered in Connecticut	Bristol, CT	View Report

Person/City Match:David A Shrair - Springfield, MA

Ggh Real Estate, LLC Registered in New York	Springfield, MA	View Report
Kassel Hill Realty, LLC Registered in New York	Springfield, MA	View Report
Jetlagged, LLC Registered in Massachusetts	Bradley, ME Springfield, MA	View Report
Kc Deposit Holdings, LLC Registered in Massachusetts	Springfield, MA West Springfield, MA	View Report
Kc Deposits, LLC Registered in Massachusetts	West Springfield, MA	View Report
Kmd Surgical, LLC Registered in Massachusetts	Massachusetts	View Report
11 Coleman Realty, LLC Registered in Massachusetts	Springfield, MA	View Report
20 Burleigh Road, LLC Registered in Massachusetts	Springfield, MA	View Report
C & a Distributors, Inc. Registered in Massachusetts	Longmeadow, MA	View Report
Cs Nominee, LLC Registered in Massachusetts	Springfield, MA	View Report
Cs-Ma, Inc. Registered in Massachusetts	Longmeadow, MA Newport, NH	View Report
Dhw Investments, LLC Registered in Massachusetts	Springfield, MA	View Report
Genesis House, Inc. Registered in Massachusetts	Longmeadow, MA Springfield, MA	View Report
Hair-Styles By Harvey of Main Street, Inc. Registered in Massachusetts	Chicopee, MA	View Report
Hair-Styles By Harvey of Westfield, Inc. Registered in Massachusetts	Chicopee, MA Springfield, MA	View Report
Heat Removal, Incorporated Registered in Massachusetts	Springfield, MA West Springfield, MA	View Report
Rachael's Food Corporation Holdings, Inc. Registered in Massachusetts	Chicopee, MA Springfield, MA	View Report
The Nut Lady, LLC Registered in Massachusetts	Agawam, MA	View Report
Wkh Investments, LLC Registered in Massachusetts	Springfield, MA	View Report
Yankee Supermarkets Association, Inc. Registered in Massachusetts	Springfield, MA	View Report

Address Match:330 Whitney Ave Holyoke, MA

Abbett Business Services, Inc. Registered in Massachusetts	Springfield, MA Holyoke, MA	View Report
Feeding Hills, LLC Registered in Massachusetts	Holyoke, MA	View Report
Galvan-Perry & Associates LLC Registered in Massachusetts	Holyoke, MA	View Report
L F F C H, Inc. Registered in Massachusetts	Hadley, MA Holyoke, MA	View Report
Monarch Life Insurance Company Registered in California	Glendale, CA Holyoke, MA	View Report
Pbhq Whitney, Inc. Registered in Massachusetts	Holyoke, MA	View Report
Amherst Savings Realty Corporation Registered in New Hampshire	Holyoke, MA Portsmouth, NH	View Report
5 National Drive, LLC Registered in Connecticut	Holyoke, MA	View Report
One Corporate Drive, LLC Registered in Connecticut	Hartford, CT Holyoke, MA	View Report
Monarch Life Insurance Company Registered in Arkansas	Holyoke, MA	View Report
59 Interstate Drive, LLC Registered in Massachusetts	Holyoke, MA	View Report
6 Appleton, LLC Registered in Massachusetts	Holyoke, MA	View Report
Bgm Realty, LLC Registered in Massachusetts	East Longmeadow, MA Holyoke, MA	View Report
Dataprofit Corporation Registered in Vermont	Holyoke, MA	View Report
Farm Springs Corporation Registered in Massachusetts	East Longmeadow, MA Holyoke, MA	View Report
Fwm Consulting, Inc. Registered in Massachusetts	Holyoke, MA Longmeadow, MA	View Report
Heritage Conveyance Corp. Registered in Vermont	Barre, VT Holyoke, MA	View Report
U.P.P. Corp. Registered in Texas	Holyoke, MA Springfield, MA	View Report

View More in Holyoke, MA

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Charter Oak Financial, Inc.

Company Summary

Financial Information for Charter Oak Financial, Inc.

CHARTER OAK FINANCIAL, INC.

CHARTER OAK FINANCIAL INC