Financial Planning Strategies, LLC
Massachusetts
Registered In
01/08/2015
Incorp. Date
Company Summary
Financial Planning Strategies, LLC at 301 Edgewater Pl STE 100, Wakefield, Ma 01880 lists Peter T. Jaworski and Peter T. Jaworksi of Wakefield, MA.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Peter T. Jaworski
Registered Agent
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301 EDGEWATER PL STE 100, WAKEFIELD, MA 01880
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Peter T. Jaworski
Manager
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301 EDGEWATER PL STE 100, WAKEFIELD, MA 01880
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Peter T. Jaworksi
REAL PROPERTY
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301 EDGEWATER PL, WAKEFIELD, MA 01880
(View Past Addresses)
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Peter T Jaworski
SOC SIGNATORY
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301 EDGEWATER PL, WAKEFIELD, MA 01880
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301 EDGEWATER PL STE 100, WAKEFIELD, MA 01880
View Map
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Financial Information for Financial Planning Strategies, LLC
Form 5500
FINANCIAL PLANNING STRATEGIES, LLC
301 Edgewater Place Suite 100, Wakefield, Ma 01880 (781) 968-5535 EIN:47-3303628 Plan Admin:Peter Jaworski| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,924,013 / $2,576,379 | 2022 | FINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $2,924,013 / $2,576,379 |
| 2021 | Plan NameFINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,308,275 / $2,924,013 | 2021 | FINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $2,308,275 / $2,924,013 |
| 2020 | Plan NameFINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,755,102 / $2,308,275 | 2020 | FINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,755,102 / $2,308,275 |
| 2019 | Plan NameFINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,294,117 / $1,755,102 | 2019 | FINANCIAL PLANNING STRATEGIES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,294,117 / $1,755,102 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL PLANNING STRATEGIES LLC
301 Edgewater Place ste 100, WAKEFIELD, MA 01880-1249| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 07/22/2020 | Approved$68,750 Forgiven$69,029 LenderTD Bank, National Association Jobs4 | 07/22/2020 | $68,750 | $69,029 | TD Bank, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
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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
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