Financial Planning Solutions LLC
Massachusetts
Registered In
06/07/2013
Incorp. Date
Company Summary
Financial Planning Solutions LLC at 120 Wells Ave, Newton, Ma 02459 lists Lyman Jackson and Richard Fingerman as the associates.
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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Lyman Jackson
Registered Agent
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120 WELLS AVE, NEWTON, MA 02459
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Lyman Jackson
REAL PROPERTY
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Richard Fingerman
SOC SIGNATORY
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Lyman Jackson
SOC SIGNATORY
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Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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120 WELLS AVE, NEWTON, MA 02459
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Financial Planning Solutions LLC
Form 5500
FINANCIAL PLANNING SOLUTIONS, LLC
134 Rumford Ave STE 203, Auburndale, Ma 02466 (617) 630-4978 EIN:46-2967196 Plan Admin:Lyman Jackson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$494,721 / $820,445 | 2023 | FINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $494,721 / $820,445 |
| 2022 | Plan NameFINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$388,335 / $494,721 | 2022 | FINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $388,335 / $494,721 |
| 2021 | Plan NameFINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$264,804 / $388,335 | 2021 | FINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $264,804 / $388,335 |
| 2020 | Plan NameFINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $264,804 | 2020 | FINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $0 / $264,804 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL PLANNING SOLUTIONS LLC
120 Wells Ave, Newton Center, Ma 02459-3302| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$14,920 Forgiven$15,014 LenderThe Village Bank Jobs2 | 04/28/2020 | $14,920 | $15,014 | The Village Bank | 2 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
Person/City Match:Lyman Jackson - Newton, MA
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Jackson Financial Advisors, Inc.
Registered in Massachusetts
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Address Match:120 Wells Ave Newton, MA
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Registered in Florida
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Cutlerwood Property LLC
Registered in Florida
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Registered in Florida
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Farmer's Table Delivery LLC
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Palms Kissimmee Corporation
Registered in Florida
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Parke East Apartments LLC
Registered in Florida
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Richard & Strickland, LLC
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Robbins Entertainment, Inc.
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Sailpointe Apartments LLC
Registered in Florida
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Summer Palms LLC
Registered in Florida
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The Marq At 811 LLC
Registered in Florida
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Venue At Winter Park Owner LLC
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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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