Northeast Planning Services, Inc.

Waltham, MA

Massachusetts

Registered In

01/03/1983

Incorp. Date

Company Summary

Northeast Planning Services, Inc. at 210 Bear Hill Rd STE 302, Waltham, Ma 02451 lists Louis A Beckerman and Louis A. Beckerman of Newton, MA as the associates.

Registered In: Massachusetts
Incorporation Date: 01/03/1983
Registration Type: Domestic
Company Type: Domestic Profit Corporation
Status: Active
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Louis A. Beckerman Registered Agent	210 BEAR HILL RD, WALTHAM, MA 02451
Louis A Beckerman President	141 OLD FARM RD, NEWTON, MA 02459
Louis A. Beckerman Director	141 OLD FARM RD, NEWTON, MA 02459
Louis A. Beckerman Secretary	141 OLD FARM RD, NEWTON, MA
Louis A. Beckerman TREASURER	141 OLD FARM RD, NEWTON, MA

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210 BEAR HILL RD STE 302, WALTHAM, MA 02451 View Map

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Financial Information for Northeast Planning Services, Inc.

Form 5500

NORTHEAST PLANNING SERVICES, INC.

210 Bear Hill Road, Waltham, Ma 02451 (781) 890-5501 EIN:04-2778166 Plan Admin:Louis A. Beckerman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameNORTHEAST PLANNING SERVICES, INC. 401K PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$4,596,177 / $3,351,313	2022	NORTHEAST PLANNING SERVICES, INC. 401K PLAN - Plan #001	7 / 5	$4,596,177 / $3,351,313
2021	Plan NameNORTHEAST PLANNING SERVICES, INC. 401K PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,593,319 / $4,596,177	2021	NORTHEAST PLANNING SERVICES, INC. 401K PLAN - Plan #001	7 / 7	$3,593,319 / $4,596,177
2020	Plan NameNORTHEAST PLANNING SERVICES, INC. 401K PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,963,860 / $3,593,319	2020	NORTHEAST PLANNING SERVICES, INC. 401K PLAN - Plan #001	7 / 7	$2,963,860 / $3,593,319
2019	Plan NameNORTHEAST PLANNING SERVICES, INC. 401K PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,269,244 / $2,963,860	2019	NORTHEAST PLANNING SERVICES, INC. 401K PLAN - Plan #001	8 / 7	$2,269,244 / $2,963,860

Benefit & Retirement Plans based on Form 5500.

PPP Loans

NORTHEAST PLANNING SERVICES INC

210 Bear Hill Rd Suite 302, Waltham, Ma 02451-1004 Industry:Pension Funds

Loan Date	Approved	Forgiven	Lender	Jobs
04/12/2020	Approved$87,890 Forgiven$88,764 LenderTD Bank, National Association Jobs6	04/12/2020	$87,890	$88,764	TD Bank, National Association	6

PPP Loans based on Paycheck Protection Program.

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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

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