Beacon Financial Planning, Inc.

Hyannis, MA

Massachusetts

Registered In

02/26/2015

Incorp. Date

Company Summary

Beacon Financial Planning, Inc. at 72 Pine St, Hyannis, Ma 02601 lists Michaela Green Herlihy of Hyannis, MA as the associate.

Michaela Herlihy Registered Agent	72 PINE ST, HYANNIS, MA 02601
Michaela Green Herlihy President	72 PINE ST, HYANNIS, MA 02601
Michaela Green Herlihy Director	72 PINE ST, HYANNIS, MA 02601
Michaela Green Herlihy Secretary	72 PINE ST, HYANNIS, MA 02601
Michaela Green Herlihy TREASURER	72 PINE ST, HYANNIS, MA 02601

72 PINE ST, HYANNIS, MA 02601 View Map

Form 5500

72 Pine Street, Hyannis, Ma 02601 (508) 790-7039 EIN:47-3289125 Plan Admin:Michaela Herlihy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$921,951 / $1,266,548	2023	BEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN - Plan #001	6 / 7	$921,951 / $1,266,548
2022	Plan NameBEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,018,737 / $921,951	2022	BEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN - Plan #001	5 / 6	$1,018,737 / $921,951
2022	Plan NameBEACON FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $107,413	2022	BEACON FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN - Plan #002	5 / 5	$0 / $107,413

Benefit & Retirement Plans based on Form 5500.

Address Match:72 Pine St Hyannis, MA

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Related Business Names:

Beacon Financial Planning, Inc. Registered in Massachusetts	Easton, MA		View Report
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Person/City Match:Michaela Herlihy - Hyannis, 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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