Aegis Retirement Partners, LLC

Massachusetts
Registered In
01/17/2017
Incorp. Date

Company Summary

Aegis Retirement Partners, LLC at 86 Baker Avenue Ext STE 309, Concord, Ma 01742 lists Kevin Haskell and Douglas C Norberg of Concord, MA as the associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
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Douglas C. Norberg Registered Agent
4 COTTAGE AVE, WINCHESTER, MA 01890
Kevin Haskell Manager
Douglas C Norberg Manager
86 BAKER AVENUE EXT, CONCORD, MA 01742
Kevin Haskell REAL PROPERTY
Douglas C Norberg REAL PROPERTY
86 BAKER AVENUE EXT, CONCORD, MA 01742
Douglas C Norberg SOC SIGNATORY
86 BAKER AVENUE EXT, CONCORD, MA 01742
Kevin Haskell SOC SIGNATORY
86 BAKER AVENUE EXT STE 309, CONCORD, MA 01742 View Map

Financial Information for Aegis Retirement Partners, LLC

Form 5500

AEGIS RETIREMENT PARTNERS, LLC

86 Baker Avenue Extension Suite 309, Concord, Ma 01742 (781) 604-9013 EIN:81-5017344 Plan Admin:Kevin Haskell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameIA SOLUTIONS GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 22 Assets BOY/EOY$4,743,073 / $4,496,470 2022 IA SOLUTIONS GROUP 401(K) RETIREMENT PLAN - Plan #001 14 / 22 $4,743,073 / $4,496,470
2021 Plan NameIA SOLUTIONS GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$4,068,494 / $4,743,073 2021 IA SOLUTIONS GROUP 401(K) RETIREMENT PLAN - Plan #001 12 / 14 $4,068,494 / $4,743,073
2020 Plan NameIA SOLUTIONS GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$3,249,863 / $4,068,494 2020 IA SOLUTIONS GROUP 401(K) RETIREMENT PLAN - Plan #001 11 / 12 $3,249,863 / $4,068,494
2019 Plan NameIA SOLUTIONS GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$2,521,388 / $3,249,863 2019 IA SOLUTIONS GROUP 401(K) RETIREMENT PLAN - Plan #001 9 / 11 $2,521,388 / $3,249,863
Benefit & Retirement Plans based on Form 5500.
PPP Loans

AEGIS RETIREMENT PARTNERS, LLC

86 Baker Avenue Ext, Concord, Ma 01742-2132 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
Loan Date Approved Forgiven Lender Jobs
04/03/2020 Approved$91,200 Forgiven$91,626 LenderNeedham Bank Jobs5 04/03/2020 $91,200 $91,626 Needham Bank 5
PPP Loans based on Paycheck Protection Program.
Address Match:86 Baker Avenue Ext Ste 309 Concord, 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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