Financial Planning Strategies, LLC

Wakefield, MA

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.

Overview

Registered In

Massachusetts

Incorporation Date

01/08/2015

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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People

Peter T. Jaworski Registered Agent	301 EDGEWATER PL STE 100, WAKEFIELD, MA 01880
Peter T. Jaworski Manager	301 EDGEWATER PL STE 100, WAKEFIELD, MA 01880
Peter T. Jaworksi REAL PROPERTY	301 EDGEWATER PL, WAKEFIELD, MA 01880 (View Past Addresses)
Peter T Jaworski SOC SIGNATORY	301 EDGEWATER PL, WAKEFIELD, MA 01880

Showing current associates only (4 of 8 total associates). Create a free account to see the full associate history

Map & Locations

301 EDGEWATER PL STE 100, WAKEFIELD, MA 01880 View Map

Financials

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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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • U.S. Small Business Administration