Milestone Financial Planning, LLC
Massachusetts
Registered In
02/02/2016
Incorp. Date
Foreign
Registration Type
New Hampshire
Foreign Jurisdiction
Company Summary
Milestone Financial Planning, LLC at 3 Executive Park Dr STE 200, Bedford, Nh 03110 lists Jennifer L Climo and Jonathan C Harrington of Bedford, NH.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- New Hampshire
- Company Type
- Foreign Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Nancy Catalini Chew
Registered Agent
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270 AYER RD, HARVARD, MA 01451
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Jennifer L Climo
Manager
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3 EXECUTIVE PARK DR, BEDFORD, NH 03110
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Jonathan C Harrington
Manager
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3 EXECUTIVE PARK DR, BEDFORD, NH 03110
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Kathryn K. Lund-Wilde
Manager
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3 EXECUTIVE PARK DR, BEDFORD, NH 03110
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Jennifer L Climo
Member/Manager
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MA
68 SANDSTONE DR, BEDFORD, NH 03110
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Jonathan C Harrington
Member/Manager
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MA
342 WADLEIGH FALLS RD, NEWMARKET, NH 03857
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Kathryn K Lund-Wilde
Member/Manager
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MA
6 CRUSADE RD, WESTFORD, MA 01886
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Jonathan C Harrington
REAL PROPERTY
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3 EXECUTIVE PARK DR, BEDFORD, NH 03110
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Jennifer L Climo
REAL PROPERTY
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3 EXECUTIVE PARK DR, BEDFORD, NH 03110
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Kathryn K. Lund-Wilde
REAL PROPERTY
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3 EXECUTIVE PARK DR, BEDFORD, NH 03110
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3 EXECUTIVE PARK DR STE 200, BEDFORD, NH 03110
View Map
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Financial Information for Milestone Financial Planning, LLC
Form 5500
MILESTONE FINANCIAL PLANNING, LLC
3 Executive Park Suite 200, Bedford, Nh 03110 (603) 589-8010 EIN:10-0000873 Plan Admin:Compass 360, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$611,107 / $756,408 | 2023 | MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 18 / 15 | $611,107 / $756,408 |
| 2022 | Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$428,615 / $611,107 | 2022 | MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 12 / 12 | $428,615 / $611,107 |
| 2021 | Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY7 / 12 Assets BOY/EOY$304,156 / $428,615 | 2021 | MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 7 / 12 | $304,156 / $428,615 |
| 2020 | Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$133,762 / $304,156 | 2020 | MILESTONE FINANCIAL PLANNING, LLC - Plan #001 | 6 / 7 | $133,762 / $304,156 |
| 2019 | Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $133,762 | 2019 | MILESTONE FINANCIAL PLANNING, LLC - Plan #001 | 5 / 6 | $0 / $133,762 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MILESTONE FINANCIAL PLANNING, LLC
2 Commerce Dr, Bedford, Nh 03110-6699 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$108,930 Forgiven$109,596 LenderFirst Western Trust Bank Jobs5 | 04/09/2020 | $108,930 | $109,596 | First Western Trust Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Milestone Financial Planning, LLC
Registered in Maine
|
Bedford, NH Wells, ME | View Report | |
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Milestone Financial Planning, LLC
Registered in New Hampshire
|
Bedford, NH | View Report | |
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Milestone Financial Planning, LLC
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|
Bedford, NH | View Report |
Address Match:3 Executive Park Dr Ste 200 Bedford, NH
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|
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|
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|
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|
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|
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Person/City Match:Nancy Catalini Chew - Harvard, MA
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|
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|
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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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