Beechtree Advisors, LLC

Lincoln, MA

Massachusetts

Registered In

03/26/2015

Incorp. Date

Company Summary

Beechtree Advisors, LLC at 160 Lincoln Rd STE 207, Lincoln, Ma 01773 lists Ronald M. Jacobs of Lincoln, MA as the associate.

Ronald M. Jacobs Registered Agent	160 LINCOLN RD STE 207, LINCOLN, MA 01773
Ronald M. Jacobs Manager	160 LINCOLN RD STE 207, LINCOLN, MA 01773
Ronald M. Jacobs REAL PROPERTY	160 LINCOLN RD STE 207, LINCOLN, MA 01773

160 LINCOLN RD STE 207, LINCOLN, MA 01773 View Map

Form 5500

160 Lincoln Road, Suite 207, Lincoln, Ma 01773 (781) 259-9700 EIN:47-3543112 Plan Admin:Ronald Jacobs

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBEECHTREE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$10,342 / $77,764	2023	BEECHTREE ADVISORS, LLC 401(K) PLAN - Plan #001	2 / 3	$10,342 / $77,764
2022	Plan NameBEECHTREE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $10,342	2022	BEECHTREE ADVISORS, LLC 401(K) PLAN - Plan #001	2 / 2	$0 / $10,342

Benefit & Retirement Plans based on Form 5500.

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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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