Viewcrest Advisors, LTD.

Massachusetts
Registered In
01/01/2015
Incorp. Date

Company Summary

Viewcrest Advisors, LTD. at 70 View Crest Dr, Falmouth, Ma 02540 lists Kathleen Yazbak as the associate.

Overview

Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Active
Registration Type
Domestic
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People

Kathleen F Yazbak Registered Agent
70 VIEW CREST DR, FALMOUTH, MA 02540 (View Past Addresses)
Kathleen Yazbak President
Kathleen Yazbak Director
Kathleen Yazbak Secretary
Kathleen Yazbak TREASURER
Showing current associates only (5 of 9 total associates). Create a free account to see the full associate history

Map & Locations

70 VIEW CREST DR, FALMOUTH, MA 02540 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Viewcrest Advisors, LTD.

Form 5500

VIEWCREST ADVISORS, LTD.

41 Railroad Avenue, Norwood, Ma 02062 (617) 564-3779 EIN:47-2637968 Plan Admin:Kathleen Yazbak
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameVIEWCREST ADVISORS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$964,717 / $1,174,267 2023 VIEWCREST ADVISORS, LTD. 401(K) PLAN - Plan #001 4 / 3 $964,717 / $1,174,267
2022 Plan NameVIEWCREST ADVISORS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,069,920 / $964,717 2022 VIEWCREST ADVISORS, LTD. 401(K) PLAN - Plan #001 3 / 3 $1,069,920 / $964,717
2021 Plan NameVIEWCREST ADVISORS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$916,416 / $1,069,920 2021 VIEWCREST ADVISORS, LTD. 401(K) PLAN - Plan #001 3 / 3 $916,416 / $1,069,920
2020 Plan NameVIEWCREST ADVISORS, LTD 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$725,832 / $916,416 2020 VIEWCREST ADVISORS, LTD 401(K) PLAN - Plan #001 3 / 3 $725,832 / $916,416
2019 Plan NameVIEWCREST ADVISORS, LTD 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$539,656 / $725,832 2019 VIEWCREST ADVISORS, LTD 401(K) PLAN - Plan #001 3 / 3 $539,656 / $725,832
Benefit & Retirement Plans based on Form 5500.
PPP Loans

VIEWCREST ADVISORS LTD

42 Glen St, Dover, MA 02030 Industry:Administrative Management and General Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$50,957 Forgiven$42,934 LenderRockland Trust Company Jobs3 04/13/2020 $50,957 $42,934 Rockland Trust Company 3
PPP Loans based on Paycheck Protection Program.

Linked Companies

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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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