Epstein Financial Group LLC

East Longmeadow, MA

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.

Charles D. Epstein Registered Agent	12 SOMERS RD, EAST LONGMEADOW, MA 01028
Charles D. Epstein Manager	12 SOMERS RD, EAST LONGMEADOW, MA 01028
Charles D. Epstein REAL PROPERTY	12 SOMERS RD, EAST LONGMEADOW, MA 01028
Charles D. Epstein SOC SIGNATORY	12 SOMERS RD, EAST LONGMEADOW, MA 01028

12 SOMERS RD, EAST LONGMEADOW, MA 01028 View Map

Form 5500

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

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.

Related Business Names:

Emery & Epstein Financial Group, LLC Registered in California	San Diego, CA		View Report

Address Match:12 Somers Rd East Longmeadow, MA

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Person/City Match:Charles D Epstein - East Longmeadow, MA

East Columbus Avenue, LLC Registered in Massachusetts	Springfield, MA		View Report

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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