Advisor Solutions, Inc.

Massachusetts
Registered In
02/27/2017
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Advisor Solutions, Inc. at 139 Charles ST STE 398, Boston, Ma 02114 lists Carol Rando and Anthony Rando as the associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Corporation
Status
Active
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Carol Rando Registered Agent
139 CHARLES ST STE 398, BOSTON, MA 02114
Carol Rando President
Anthony Rando Director
Anthony Rando Secretary
Carol Rando TREASURER
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139 CHARLES ST STE 398, BOSTON, MA 02114 View Map

Financial Information for Advisor Solutions, Inc.

Form 5500

ADVISOR SOLUTIONS, INC.

139 Charles Street, Suite 398, Boston, Ma 02114 (610) 220-9051 EIN:81-5371485 Plan Admin:Carol Rando
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameADVISOR SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$569,277 / $698,616 2023 ADVISOR SOLUTIONS, INC. 401(K) PLAN - Plan #001 11 / 12 $569,277 / $698,616
2022 Plan NameADVISOR SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$650,397 / $569,277 2022 ADVISOR SOLUTIONS, INC. 401(K) PLAN - Plan #001 10 / 11 $650,397 / $569,277
2021 Plan NameADVISOR SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$524,881 / $650,397 2021 ADVISOR SOLUTIONS, INC. 401(K) PLAN - Plan #001 10 / 10 $524,881 / $650,397
2020 Plan NameADVISOR SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$403,610 / $524,881 2020 ADVISOR SOLUTIONS, INC. 401(K) PLAN - Plan #001 11 / 10 $403,610 / $524,881
2019 Plan NameADVISOR SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$346,776 / $403,610 2019 ADVISOR SOLUTIONS, INC. 401(K) PLAN - Plan #001 11 / 11 $346,776 / $403,610
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ADVISOR SOLUTIONS INC.

139 Charles St Ste 398, Boston, MA 02114-3282 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/08/2021 Approved$201,232 Forgiven$202,147 LenderBank of America, National Association Jobs10 04/08/2021 $201,232 $202,147 Bank of America, National Association 10
05/01/2020 Approved$201,183 Forgiven$202,462 LenderBank of America, National Association Jobs12 05/01/2020 $201,183 $202,462 Bank of America, National Association 12
PPP Loans based on Paycheck Protection Program.
Address Match:139 Charles St Ste 398 Boston, 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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