A2bplanning, Inc.

Andrew C. Oatway, Esq. Registered Agent	730 HANCOCK ST, QUINCY, MA 02170
Kate Van Dam President	40 ATLANTIC RD, SWAMPSCOTT, MA 01907
Marilyn Monturio Director
Kate Van Dam Director	40 ATLANTIC RD, SWAMPSCOTT, MA 01907
Marilyn Monturio Secretary
Marilyn Monturio TREASURER

40 ATLANTIC RD, SWAMPSCOTT, MA 01907 View Map

Form 5500

25 Bantry Drive, Weymouth, Ma 02189 (781) 812-0593 EIN:83-2758135 Plan Admin:Marilyn Monturio

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameA2BPLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$237,720 / $378,733	2023	A2BPLANNING, INC. 401(K) PLAN - Plan #001	3 / 2	$237,720 / $378,733
2022	Plan NameA2BPLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$213,368 / $237,720	2022	A2BPLANNING, INC. 401(K) PLAN - Plan #001	3 / 3	$213,368 / $237,720
2021	Plan NameA2BPLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$130,741 / $213,368	2021	A2BPLANNING, INC. 401(K) PLAN - Plan #001	2 / 2	$130,741 / $213,368
2020	Plan NameA2BPLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$59,503 / $130,741	2020	A2BPLANNING, INC. 401(K) PLAN - Plan #001	2 / 2	$59,503 / $130,741
2019	Plan NameA2BPLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $59,503	2019	A2BPLANNING, INC. 401(K) PLAN - Plan #001	2 / 2	$0 / $59,503

Benefit & Retirement Plans based on Form 5500.

PPP Loans

40 Atlantic Rd, Swampscott, MA 01907-2433 Industry:Marketing Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
01/26/2021	Approved$64,200 Forgiven$64,529 LenderCitizens Bank, National Association Jobs3	01/26/2021	$64,200	$64,529	Citizens Bank, National Association	3
05/01/2020	Approved$64,200 Forgiven$64,867 LenderCitizens Bank, National Association Jobs3	05/01/2020	$64,200	$64,867	Citizens Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:40 Atlantic Rd Swampscott, 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

Company Summary