Souza, True and Partners, Inc.

Lexington, MA

Massachusetts

Registered In

01/05/1970

Incorp. Date

Company Summary

Souza, True and Partners, Inc. in Lexington, MA lists Terry A Louderback of Newton, MA and Jerome A. Yurkoski of Littleton, MA

Overview

Registered In

Massachusetts

Incorporation Date

01/05/1970

Company Type

Domestic Profit Corporation

Status

Active

Registration Type

Domestic

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People

Terry A.Louderback Registered Agent	ONE CRANBERRY HILL SUITE 301, LEXINGTON, MA 02421 (View Past Addresses)
Terry A Louderback President	137 ELGIN ST, NEWTON, MA 02459
Terry A Louderback Director	137 ELGIN ST, NEWTON, MA 02459
Jerome A. Yurkoski Director	17 COLBURN LN, LITTLETON, MA 01460
Todd P Blake Secretary	6 ROBBS TER, LUNENBURG, MA 01476
Jerome A. Yurkoski TREASURER	17 COLBURN LN, LITTLETON, MA 01460

Showing current associates only (6 of 9 total associates). Create a free account to see the full associate history

Map & Locations

1 CRANBERRY HILL STE 301 750 MARRETT RD, LEXINGTON, MA 02421 View Map

Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Souza, True and Partners, Inc.

Form 5500

SOUZA, TRUE AND PARTNERS, INC.

1 Cranberry Hl STE 301, Lexington, Ma 02421 (617) 926-6100 EIN:04-2475449 Plan Admin:Todd Blake

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY21 / 22 Assets BOY/EOY$3,152,322 / $3,877,331	2023	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	21 / 22	$3,152,322 / $3,877,331
2022	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$3,643,102 / $3,152,322	2022	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	21 / 21	$3,643,102 / $3,152,322
2021	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$3,055,535 / $3,643,102	2021	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	21 / 21	$3,055,535 / $3,643,102
2020	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY19 / 21 Assets BOY/EOY$2,524,437 / $3,055,535	2020	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	19 / 21	$2,524,437 / $3,055,535
2019	Plan NameSOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,982,440 / $2,524,437	2019	SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN - Plan #002	19 / 19	$1,982,440 / $2,524,437

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SOUZA, TRUE AND PARTNERS, INC

265 Winter Street Third Floor, Waltham, MA 02451 Industry:Engineering Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$269,800 Forgiven$274,183 LenderCitizens Bank, National Association Jobs19	04/15/2020	$269,800	$274,183	Citizens Bank, National Association	19

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • U.S. Small Business Administration