Tfc Financial Management, Incorporated

Boston, MA

Massachusetts

Registered In

12/18/1980

Incorp. Date

Company Summary

Tfc Financial Management, Incorporated in Boston, MA lists Renee K. Kwok of Chestnut Hill, MA and Stephen J. O'neill of Weston, MA

Overview

Registered In

Massachusetts

Incorporation Date

12/18/1980

Company Type

Domestic Profit Corporation

Status

Active

Registration Type

Domestic

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People

Stephen J. O'neil Registered Agent	51 CHURCH ST, WESTON, MA 02493
Renee K. Kwok CEO	35 WOODLAWN DR, CHESTNUT HILL, MA 02467
Renee K. Kwok President	35 WOODLAWN DR, CHESTNUT HILL, MA 02467
Renee K. Kwok Director	35 WOODLAWN DR, CHESTNUT HILL, MA 02467
Stephen J. O'neill Director	51 CHURCH ST, WESTON, MA 02493
Stephen J. O'neill Secretary	51 CHURCH ST, WESTON, MA 02493
Renee K. Kwok TREASURER	35 WOODLAWN DR, CHESTNUT HILL, MA 02467

Showing current associates only (7 of 9 total associates). Create a free account to see the full associate history

Map & Locations

260 FRANKLIN ST STE 1888, BOSTON, MA 02110 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Tfc Financial Management, Incorporated

Form 5500

TFC FINANCIAL MANAGEMENT, INC.

260 Franklin Street, Suite 1888, Boston, Ma 02110 (617) 210-6700 EIN:04-2715788 Plan Admin:Betty J Harris

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY30 / 33 Assets BOY/EOY$7,192,534 / $8,517,038	2023	TFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #002	30 / 33	$7,192,534 / $8,517,038
2022	Plan NameTFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY27 / 30 Assets BOY/EOY$8,263,168 / $7,192,534	2022	TFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #002	27 / 30	$8,263,168 / $7,192,534
2021	Plan NameTFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY27 / 26 Assets BOY/EOY$6,816,060 / $8,263,168	2021	TFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #002	27 / 26	$6,816,060 / $8,263,168
2020	Plan NameTFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY27 / 27 Assets BOY/EOY$5,904,403 / $6,816,060	2020	TFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #002	27 / 27	$5,904,403 / $6,816,060
2019	Plan NameTFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY24 / 27 Assets BOY/EOY$4,629,167 / $5,904,403	2019	TFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN - Plan #002	24 / 27	$4,629,167 / $5,904,403

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor