Tamagni Wealth Advisors, LLC

Massachusetts
Registered In
12/01/2015
Incorp. Date

Company Summary

Tamagni Wealth Advisors, LLC at 227 Main St, Milford, Ma 01757 lists Paul Tamagni as the associate.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
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Paul Tamagni Registered Agent
189 MAIN ST, MILFORD, MA 01757
Paul Tamagni Manager
Paul Tamagni REAL PROPERTY
227 MAIN ST, MILFORD, MA 01757 View Map

Financial Information for Tamagni Wealth Advisors, LLC

Form 5500

TAMAGNI WEALTH ADVISORS, LLC

227 Main Street, Milford, Ma 01757 (508) 634-9900 EIN:47-5673815 Plan Admin:Paul Tamagni
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$320,764 / $461,665 2023 TAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $320,764 / $461,665
2022 Plan NameTAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$265,105 / $320,764 2022 TAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $265,105 / $320,764
2021 Plan NameTAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$127,624 / $265,105 2021 TAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $127,624 / $265,105
2020 Plan NameTAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$46,403 / $127,624 2020 TAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 3 / 4 $46,403 / $127,624
2019 Plan NameTAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $46,403 2019 TAMAGNI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $0 / $46,403
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TAMAGNI WEALTH ADVISORS LLC

227 Main Street, Milford, Ma 01757-2505
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$32,500 Forgiven$32,775 LenderUniBank for Savings Jobs3 04/15/2020 $32,500 $32,775 UniBank for Savings 3
PPP Loans based on Paycheck Protection Program.
Person/City Match:Paul Tamagni - Milford, MA
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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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