Adviceone, LLC

Registered In: Massachusetts
Incorporation Date: 02/06/2023
Registration Type: Foreign
Foreign Jurisdiction: Connecticut
Company Type: Foreign Limited Liability Company (Llc)
Status: Active
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Northwest Registered Agents, Inc Registered Agent	82 WENDELL AVE STE 100, PITTSFIELD, MA 01201
Michael Grossman REAL PROPERTY

82 WENDELL AVE STE 100, PITTSFIELD, MA 01201 View Map

Financial Information for Adviceone, LLC

Form 5500

100 Western Blvd, Glastonbury, Ct 06033 (860) 430-3614 EIN:06-1616224 Plan Admin:Courtney Mcswyny

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY55 / 50 Assets BOY/EOY$6,293,242 / $5,667,634	2022	ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001	55 / 50	$6,293,242 / $5,667,634
2021	Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY39 / 53 Assets BOY/EOY$4,799,848 / $6,293,242	2021	ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001	39 / 53	$4,799,848 / $6,293,242
2020	Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY53 / 32 Assets BOY/EOY$3,819,651 / $4,799,848	2020	ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001	53 / 32	$3,819,651 / $4,799,848
2019	Plan NameADVICEONE ADVISORY SERVICE 401(K) PLAN Plan #001 Participants BOY/EOY59 / 52 Assets BOY/EOY$2,934,476 / $3,819,651	2019	ADVICEONE ADVISORY SERVICE 401(K) PLAN - Plan #001	59 / 52	$2,934,476 / $3,819,651

Benefit & Retirement Plans based on Form 5500.

PPP Loans

ADVICEONE, LLC

100 Western Blvd, GLASTONBURY, CT 06033-1290

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$613,017 Forgiven$618,279 LenderThe Guilford Savings Bank Jobs33	04/06/2020	$613,017	$618,279	The Guilford Savings Bank	33

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Adviceone LLC Registered in Ohio	Glastonbury, CT North Canton, OH	View Report
Adviceone Advisory Services, LLC Registered in Connecticut	Glastonbury, CT Rocky Hill, CT	View Report
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Adviceone, LLC Registered in Connecticut	Glastonbury, CT Rocky Hill, CT	View Report
Adviceone LLC Registered in North Carolina	Springfield, IL Raleigh, NC	View Report
Adviceone Mortgage, LLC Registered in Connecticut	Glastonbury, CT	View Report

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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

Adviceone, LLC

Company Summary

Financial Information for Adviceone, LLC

ADVICEONE, LLC

ADVICEONE, LLC