Circle Strategies, Inc.

955 MASS AVE STE 260, CAMBRIDGE, MA 02139 View Map

Form 5500

88 G Street, South Boston, Ma 02127 (617) 812-0182 EIN:36-4952215 Plan Admin:Hayden Clifford Watkin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCIRCLE STRATEGIES INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$112,527 / $174,199	2023	CIRCLE STRATEGIES INC. 401(K) PLAN - Plan #001	6 / 6	$112,527 / $174,199
2022	Plan NameCIRCLE STRATEGIES INC. 401(K) PLAN Plan #001 Participants BOY/EOY0 / 6 Assets BOY/EOY$0 / $112,527	2022	CIRCLE STRATEGIES INC. 401(K) PLAN - Plan #001	0 / 6	$0 / $112,527

Benefit & Retirement Plans based on Form 5500.

PPP Loans

120 Washington St, Salem, Ma 01970-3507 Industry:Professional Organizations Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$90,000 Forgiven$90,780 LenderSalem Five Cents Savings Bank Jobs5	04/08/2020	$90,000	$90,780	Salem Five Cents Savings Bank	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Circle Strategies, Inc. Registered in Massachusetts	Boston, MA Salem, MA	View Report
Full Circle Wealth Strategies, Inc. Registered in Wyoming	Rock Springs, WY	View Report
Ward Circle Strategies Inc Registered in Oregon	Washington, DC	View Report
Ward Circle Strategies, Inc Registered in California	San Diego, CA Washington, DC	View Report
Ward Circle Strategies, Inc Registered in Colorado	Northglenn, CO Washington, DC	View Report

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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

Company Summary