Epstein Financial Group LLC
Massachusetts
Registered In
02/05/2009
Incorp. Date
Company Summary
Epstein Financial Group LLC at 12 Somers Rd, East Longmeadow, Ma 01028 lists Charles D. Epstein of East Longmeadow, MA as the associate.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Charles D. Epstein
Registered Agent
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12 SOMERS RD, EAST LONGMEADOW, MA 01028
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Charles D. Epstein
Manager
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12 SOMERS RD, EAST LONGMEADOW, MA 01028
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Charles D. Epstein
REAL PROPERTY
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12 SOMERS RD, EAST LONGMEADOW, MA 01028
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Charles D. Epstein
SOC SIGNATORY
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12 SOMERS RD, EAST LONGMEADOW, MA 01028
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Map & Locations
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12 SOMERS RD, EAST LONGMEADOW, MA 01028
View Map
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Financials
Financial Information for Epstein Financial Group LLC
Form 5500
EPSTEIN FINANCIAL GROUP LLC
12 Somers Road, East Longmeadow, Ma 01028 (877) 932-6236 EIN:04-2780223 Plan Admin:Charles Epstein| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameEPSTEIN FINANCIAL DESIREMENT READINESS 401(K) PLAN Plan #001 Participants BOY/EOY12 / 0 Assets BOY/EOY$1,725,780 / $0 | 2021 | EPSTEIN FINANCIAL DESIREMENT READINESS 401(K) PLAN - Plan #001 | 12 / 0 | $1,725,780 / $0 |
| 2020 | Plan NameEPSTEIN FINANCIAL DESIREMENT READINESS 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,312,477 / $1,725,780 | 2020 | EPSTEIN FINANCIAL DESIREMENT READINESS 401(K) PLAN - Plan #001 | 12 / 12 | $1,312,477 / $1,725,780 |
| 2019 | Plan NameEPSTEIN FINANCIAL DESIREMENT READINESS 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,044,570 / $1,312,477 | 2019 | EPSTEIN FINANCIAL DESIREMENT READINESS 401(K) PLAN - Plan #001 | 11 / 11 | $1,044,570 / $1,312,477 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
EPSTEIN FINANCIAL GROUP LLC
12 Somers Rd, East Longmeadow, MA 01028-2918 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/01/2021 | Approved$123,700 Forgiven$124,123 LenderMonson Savings Bank Jobs7 | 02/01/2021 | $123,700 | $124,123 | Monson Savings Bank | 7 |
| 04/04/2020 | Approved$176,600 Forgiven$178,057 LenderMonson Savings Bank Jobs10 | 04/04/2020 | $176,600 | $178,057 | Monson Savings Bank | 10 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Emery & Epstein Financial Group, LLC
Registered in California
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San Diego, CA | View Report |
Address Match:12 Somers Rd East Longmeadow, MA
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Secure Energy Solutions, LLC
Registered in Ohio
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Cincinnati, OH East Longmeadow, MA | View Report | |
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401k Coach LLC
Registered in Massachusetts
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East Longmeadow, MA | View Report | |
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Epstein Financial Services LLC
Registered in Massachusetts
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East Longmeadow, MA | View Report | |
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Joyouslife, LLC
Registered in Massachusetts
|
East Longmeadow, MA | View Report | |
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Madrid Realty 09, LLC
Registered in Massachusetts
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East Longmeadow, MA | View Report | |
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Promontory 33 LLC
Registered in Massachusetts
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East Longmeadow, MA Provo, UT | View Report | |
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Yield of Dreams, LLC
Registered in Massachusetts
|
East Longmeadow, MA | View Report | |
|
Secure Energy Solutions, LLC
Registered in Texas
|
East Longmeadow, MA | View Report | |
|
Power Conservation Systems, Inc.
Registered in Massachusetts
|
East Longmeadow, MA | View Report | |
|
Roy's Home Decorating Center, Inc.
Registered in Massachusetts
|
East Longmeadow, MA Hampden, MA | View Report |
Person/City Match:Charles D Epstein - East Longmeadow, MA
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East Columbus Avenue, LLC
Registered in Massachusetts
|
Springfield, MA | View Report |
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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