Keystone Strategy, LLC

Brittany Halks Registered Agent	185 DARTMOUTH ST STE 1005, BOSTON, MA 02116
Greg Richards Manager
Roger Sullivan SOC SIGNATORY

185 DARTMOUTH ST STE 1005, BOSTON, MA 02116 View Map

Form 5500

185 Dartmouth ST STE 1005, Boston, Ma 02116 (650) 873-2359 EIN:76-0838207 Plan Admin:Gabrielle Toledano

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY261 / 282 Assets BOY/EOY$18,878,719 / $18,228,543	2022	KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	261 / 282	$18,878,719 / $18,228,543
2022	Plan NameKEYSTONE STRATEGY HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY177 / 0 Assets BOY/EOY$0 / $0	2022	KEYSTONE STRATEGY HEALTH & WELFARE PLAN - Plan #502	177 / 0	$0 / $0
2021	Plan NameKEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY209 / 261 Assets BOY/EOY$14,797,361 / $18,878,719	2021	KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	209 / 261	$14,797,361 / $18,878,719
2021	Plan NameKEYSTONE STRATEGY HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY143 / 0 Assets BOY/EOY$0 / $0	2021	KEYSTONE STRATEGY HEALTH & WELFARE PLAN - Plan #502	143 / 0	$0 / $0
2020	Plan NameKEYSTONE STRATEGY HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY102 / 0 Assets BOY/EOY$0 / $0	2020	KEYSTONE STRATEGY HEALTH & WELFARE PLAN - Plan #502	102 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

185 Dartmouth St. STE 1005, BOSTON, MA 02116-3502 Industry:Other Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$2,480,100 Forgiven$2,231,394 LenderCIBC Bank USA Jobs111	04/08/2020	$2,480,100	$2,231,394	CIBC Bank USA	111

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Keystone Strategy LLC Registered in New York	New York, NY	View Report
Keystone Asset Management Strategy, LLC Registered in Pennsylvania	Cynwyd, PA	View Report
Keystone Strategy Group LLC Registered in Pennsylvania	Penn Valley, PA Philadelphia, PA	View Report
Keystone Strategy LLC Registered in Pennsylvania		View Report
Keystone Strategy LLC Registered in California	Boston, MA Sacramento, CA (2 more)	View Report
Keystone Strategy LLC Registered in Washington	Boston, MA	View Report
Keystone Strategy LLC Registered in Massachusetts	Boston, MA	View Report
Keystone Strategy Partners, LLC Registered in Florida	Lighthouse Point, FL	View Report
Keystone Strategy Consulting, LLC Registered in Utah	Midvale, UT New York, NY	View Report
Keystone Strategy LLC Registered in Alaska	Boston, MA New York, NY	View Report
Keystone Strategy LLC Registered in Texas	Boston, MA Carrollton, TX	View Report
Keystone Strategy Group, LLC Registered in Colorado	Boulder, CO Longmont, CO	View Report

Address Match:185 Dartmouth St 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

Company Summary