Carleton-Willard Homes, Inc.

Ruth W. Piper President	SAME, SAME, MA 01730 100 OLD BILLERICA RD, BEDFORD, MA 01730
Barbara A. Clifford Director	SAME, SAME, MA 01730 100 OLD BILLERICA RD, BEDFORD, MA 01730
Mary B. Johnson Director	SAME, SAME, MA 01730 100 OLD BILLERICA RD, BEDFORD, MA 01730
Hiliary H. Creighton Director	SAME, SAME, MA 01730 100 OLD BILLERICA RD, BEDFORD, MA 01730
William W. Jackson TREASURER	78 JUNCTION SQ, CONCORD, MA 01742
Mary B. Johnson Clerk	SAME, SAME, MA 01730 100 OLD BILLERICA RD, BEDFORD, MA 01730

100 OLD BILLERICA RD, BEDFORD, MA 01730 View Map

Form 5500

100 Old Billerica Road, Bedford, Ma 01730 (781) 275-8700 EIN:04-2105844 Plan Admin:Michael Matthews

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARLETON-WILLARD HOMES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY333 / 321 Assets BOY/EOY$21,644,825 / $17,347,113	2022	CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN - Plan #001	333 / 321	$21,644,825 / $17,347,113
2021	Plan NameCARLETON-WILLARD HOMES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY335 / 333 Assets BOY/EOY$20,468,085 / $21,644,825	2021	CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN - Plan #001	335 / 333	$20,468,085 / $21,644,825
2020	Plan NameCARLETON-WILLARD HOMES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY334 / 335 Assets BOY/EOY$18,318,501 / $20,468,085	2020	CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN - Plan #001	334 / 335	$18,318,501 / $20,468,085
2019	Plan NameCARLETON-WILLARD HOMES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY328 / 334 Assets BOY/EOY$15,780,871 / $18,318,501	2019	CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN - Plan #001	328 / 334	$15,780,871 / $18,318,501

Benefit & Retirement Plans based on Form 5500.

PPP Loans

100 Old Billerica Rd, Bedford, Ma 01730-1267 Industry:Continuing Care Retirement Communities

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$3,465,300 Forgiven$3,509,637 LenderDedham Institution for Savings Jobs311	04/09/2020	$3,465,300	$3,509,637	Dedham Institution for Savings	311

PPP Loans based on Paycheck Protection Program.

Address Match:100 Old Billerica Rd Bedford, MA

Carleton-Willard At Home, Inc. Registered in Massachusetts	Bedford, MA Nashua, NH		View Report
Carleton-Willard Foundation, Inc. Registered in Massachusetts	Bedford, MA Lexington, MA		View Report

Person/City Match:William W Jackson - Concord, 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