Zevin Asset Management LLC
Massachusetts
Registered In
12/31/2010
Incorp. Date
Company Summary
Zevin Asset Management LLC at 2 Oliver ST STE 806, Boston, Ma 02109 lists Steven Dray and Sonia Kowal as associates.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Active
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Sonia Kowal
Registered Agent
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2 OLIVER ST STE 806, BOSTON, MA 02109
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Steven Dray
Manager
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Sonia Kowal
Manager
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Jennifer Kelley
Manager
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Same As Above
REAL PROPERTY
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SAME, SAME, MA 02109
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Same As Above
SOC SIGNATORY
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SAME, SAME, MA 02109
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2 OLIVER ST STE 806, BOSTON, MA 02109
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Financial Information for Zevin Asset Management LLC
Form 5500
ZEVIN ASSET MANAGEMENT, LLC
2 Oliver Street, Suite 806, Boston, Ma 02109 (617) 742-6666 EIN:27-4484197 Plan Admin:Jennifer Kelley| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameZEVIN ASSET MANAGEMENT, LLC DEFINED CONTRIBUTION PLAN Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$3,241,440 / $3,477,286 | 2023 | ZEVIN ASSET MANAGEMENT, LLC DEFINED CONTRIBUTION PLAN - Plan #002 | 21 / 21 | $3,241,440 / $3,477,286 |
| 2022 | Plan NameZEVIN ASSET MANAGEMENT, LLC DEFINED CONTRIBUTION PLAN Plan #002 Participants BOY/EOY22 / 21 Assets BOY/EOY$2,343,588 / $3,241,440 | 2022 | ZEVIN ASSET MANAGEMENT, LLC DEFINED CONTRIBUTION PLAN - Plan #002 | 22 / 21 | $2,343,588 / $3,241,440 |
| 2022 | Plan NameZEVIN ASSET MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 0 Assets BOY/EOY$4,113,259 / $0 | 2022 | ZEVIN ASSET MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN - Plan #001 | 14 / 0 | $4,113,259 / $0 |
| 2021 | Plan NameZEVIN ASSET MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$3,542,134 / $4,113,259 | 2021 | ZEVIN ASSET MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN - Plan #001 | 16 / 14 | $3,542,134 / $4,113,259 |
| 2021 | Plan NameZEVIN ASSET MANAGEMENT, LLC DEFINED CONTRIBUTION PLAN Plan #002 Participants BOY/EOY18 / 22 Assets BOY/EOY$1,753,369 / $2,343,588 | 2021 | ZEVIN ASSET MANAGEMENT, LLC DEFINED CONTRIBUTION PLAN - Plan #002 | 18 / 22 | $1,753,369 / $2,343,588 |
Benefit & Retirement Plans based on Form 5500.
Address Match:2 Oliver St Boston, MA
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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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