The Harvest Group Wealth Management, LLC

Waltham, MA

Massachusetts

Registered In

09/30/2016

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

The Harvest Group Wealth Management, LLC at 800 South ST STE 200, Waltham, Ma 02453 lists Roger Henry Ingwersen and Laurie Ellen Ingwersen of Waltham, MA.

Registered In: Massachusetts
Incorporation Date: 09/30/2016
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Foreign Limited Liability Company (Llc)
Status: Inactive
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Roger Henry Ingwersen Registered Agent	800 SOUTH ST STE 200, WALTHAM, MA 02453
Roger Henry Ingwersen Manager	800 SOUTH ST STE 200, WALTHAM, MA 02453
Laurie Ellen Ingwersen Manager	800 SOUTH ST STE 200, WALTHAM, MA 02453
Roger Henry Ingwersen REAL PROPERTY	800 SOUTH ST STE 200, WALTHAM, MA 02453
Laurie Ellen Ingwersen REAL PROPERTY	800 SOUTH ST STE 200, WALTHAM, MA 02453

800 SOUTH ST STE 200, WALTHAM, MA 02453 View Map

Financial Information for The Harvest Group Wealth Management, LLC

Form 5500

THE HARVEST GROUP WEALTH MANAGEMENT, LLC

800 South Street Suite 350, Waltham, Ma 02453 (844) 996-3300 EIN:81-4014908 Plan Admin:Roberta Ambrosi

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE HARVEST GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$349,880 / $189,518	2023	THE HARVEST GROUP 401(K) PLAN - Plan #001	6 / 4	$349,880 / $189,518
2022	Plan NameTHE HARVEST GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$321,319 / $349,880	2022	THE HARVEST GROUP 401(K) PLAN - Plan #001	6 / 6	$321,319 / $349,880
2021	Plan NameTHE HARVEST GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$218,084 / $321,319	2021	THE HARVEST GROUP 401(K) PLAN - Plan #001	6 / 6	$218,084 / $321,319
2020	Plan NameTHE HARVEST GROUP 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$133,568 / $218,084	2020	THE HARVEST GROUP 401(K) PLAN - Plan #001	5 / 5	$133,568 / $218,084
2019	Plan NameTHE HARVEST GROUP 401(K) PLAN Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$79,312 / $133,568	2019	THE HARVEST GROUP 401(K) PLAN - Plan #001	9 / 6	$79,312 / $133,568

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THE HARVEST GROUP WEALTH MANAGEMENT LLC

800 South St, Waltham, MA 02453-1478 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/26/2021	Approved$126,060 Forgiven$126,704 LenderByline Bank Jobs6	04/26/2021	$126,060	$126,704	Byline Bank	6
04/09/2020	Approved$83,100 Forgiven$83,896 LenderByline Bank Jobs8	04/09/2020	$83,100	$83,896	Byline Bank	8

PPP Loans based on Paycheck Protection Program.

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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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