The Harvest Group Wealth Management, LLC

Roger H. Ingwersen Registered Agent	800 SOUTH ST STE 200, WALTHAM, MA 02453
Roger H. Ingwersen Manager	800 SOUTH ST STE 200, WALTHAM, MA 02453
Laurie E. Ingwersen Manager	800 SOUTH ST STE 200, WALTHAM, MA 02453
Roger H. Ingwersen REAL PROPERTY	800 SOUTH ST STE 200, WALTHAM, MA 02453
Laurie E. Ingwersen REAL PROPERTY	800 SOUTH ST STE 200, WALTHAM, MA 02453
Roberta Ambrosi SOC SIGNATORY

800 SOUTH ST STE 350, WALTHAM, MA 02453 View Map

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Form 5500

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

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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Address Match:800 South St Waltham, MA

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Address Match:800 South St Ste 350 Waltham, 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