Financial Compass Group, LLC

Massachusetts
Registered In
04/25/2008
Incorp. Date

Company Summary

Financial Compass Group, LLC at 93 Worcester ST STE 103, Wellesley, Ma 02481 lists Jeffrey G West and Richard I Shakter of Wellesley, MA as the associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
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Richard I. Shakter Registered Agent
93 WORCESTER ST STE 103, WELLESLEY, MA 02481
Jeffrey G West Manager
93 WORCESTER ST, WELLESLEY, MA 02481
Richard I Shakter Manager
93 WORCESTER ST, WELLESLEY, MA 02481
Jeffrey G West REAL PROPERTY
93 WORCESTER ST, WELLESLEY, MA 02481
Richard I Shakter REAL PROPERTY
93 WORCESTER ST, WELLESLEY, MA 02481
93 WORCESTER ST STE 103, WELLESLEY, MA 02481 View Map

Financial Information for Financial Compass Group, LLC

Form 5500

FINANCIAL COMPASS GROUP, LLC

93 Worcester Street Suite 103, Wellesley, Ma 02481 (781) 416-2900 EIN:20-3992480 Plan Admin:Richard Shakter
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$1,959,964 / $2,509,002 2023 FINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 12 / 10 $1,959,964 / $2,509,002
2022 Plan NameFINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$2,304,215 / $1,959,964 2022 FINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 13 / 12 $2,304,215 / $1,959,964
2021 Plan NameFINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,829,133 / $2,304,215 2021 FINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 9 / 10 $1,829,133 / $2,304,215
2020 Plan NameFINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$1,375,653 / $1,829,133 2020 FINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 9 / 6 $1,375,653 / $1,829,133
2019 Plan NameFINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$973,848 / $1,375,653 2019 FINANCIAL COMPASS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 10 / 9 $973,848 / $1,375,653
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL COMPASS GROUP, LLC

93 Worcester St, Wellesley Hls, Ma 02481-3609 Industry:All Other Business Support Services
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$126,260 Forgiven$127,294 LenderBank of America, National Association Jobs9 05/01/2020 $126,260 $127,294 Bank of America, National Association 9
PPP Loans based on Paycheck Protection Program.
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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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