Brookwood Financial Partners, LLC

Massachusetts
Registered In
12/09/2010
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Brookwood Financial Partners, LLC at 138 Conant St, Beverly, Ma 01915 lists Thomas W. Brown and Thomas Nicholas Trkla of Beverly, MA as the associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Limited Liability Company (Llc)
Status
Active
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Corporation Service Company Registered Agent
84 STATE ST, BOSTON, MA 02109
Thomas W. Brown REAL PROPERTY
138 CONANT ST, BEVERLY, MA 01915
Thomas Nicholas Trkla REAL PROPERTY
138 CONANT ST, BEVERLY, MA 01915
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138 CONANT ST, BEVERLY, MA 01915 View Map

Financial Information for Brookwood Financial Partners, LLC

Form 5500

BROOKWOOD FINANCIAL PARTNERS, LLC

138 Conant Street, Beverly, Ma 01915 (978) 720-7500 EIN:04-3190521 Plan Admin:Karen Duffy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameBROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY128 / 126 Assets BOY/EOY$11,805,181 / $9,954,512 2022 BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 128 / 126 $11,805,181 / $9,954,512
2021 Plan NameBROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY123 / 127 Assets BOY/EOY$10,334,325 / $11,805,181 2021 BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 123 / 127 $10,334,325 / $11,805,181
2020 Plan NameBROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 123 Assets BOY/EOY$8,859,010 / $10,334,325 2020 BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 125 / 123 $8,859,010 / $10,334,325
2019 Plan NameBROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 125 Assets BOY/EOY$6,727,103 / $8,859,010 2019 BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 125 / 125 $6,727,103 / $8,859,010
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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