Dalbar Inc.

Registered In: Massachusetts
Incorporation Date: 09/19/1994
Registration Type: Domestic
Company Type: Domestic Profit Corporation
Status: Active
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Louis S. Harvey Registered Agent	5 MOUNT ROYAL AVE STE 380, MARLBOROUGH, MA 01752 (View Past Addresses)
Louis Harvey President
Louis S. Harvey President	PO BOX 361, MOODY, ME 04054 3400 S OCEAN BLVD UNIT 9G, HIGHLAND BEACH, FL 33487
Louis S. Harvey Director	PO BOX 361, MOODY, ME 04054
Louis S. Harvey Secretary	PO BOX 361, MOODY, ME 04054
Louis S. Harvey TREASURER	PO BOX 361, MOODY, ME 04054

5 MOUNT ROYAL AVE STE 380, MARLBOROUGH, MA 01752 View Map

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Financial Information for Dalbar Inc.

Form 5500

DALBAR INC

5 Mount Royal Ave STE 380, Marlborough, Ma 01752 (617) 624-7140 EIN:04-3249657 Plan Admin:Marie Roderick

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDALBAR INC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$4,552,046 / $5,625,024	2023	DALBAR INC 401(K) RETIREMENT PLAN - Plan #001	20 / 20	$4,552,046 / $5,625,024
2022	Plan NameDALBAR INC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$6,359,755 / $4,552,046	2022	DALBAR INC 401(K) RETIREMENT PLAN - Plan #001	20 / 20	$6,359,755 / $4,552,046
2021	Plan NameDALBAR INC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY25 / 23 Assets BOY/EOY$6,247,545 / $6,359,755	2021	DALBAR INC 401(K) RETIREMENT PLAN - Plan #001	25 / 23	$6,247,545 / $6,359,755
2020	Plan NameDALBAR INC Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$4,705,009 / $6,247,545	2020	DALBAR INC - Plan #001	25 / 25	$4,705,009 / $6,247,545
2019	Plan NameDALBAR INC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY24 / 24 Assets BOY/EOY$3,675,625 / $4,705,009	2019	DALBAR INC 401(K) RETIREMENT PLAN - Plan #001	24 / 24	$3,675,625 / $4,705,009

Benefit & Retirement Plans based on Form 5500.

PPP Loans

DALBAR, INC.

2 Mount Royal Ave, Middlesex, MA 01752 Industry:Marketing Research and Public Opinion Polling

Loan Date	Approved	Forgiven	Lender	Jobs
05/02/2020	Approved$406,440 Forgiven$410,426 LenderSantander Bank, National Association Jobs23	05/02/2020	$406,440	$410,426	Santander Bank, National Association	23

PPP Loans based on Paycheck Protection Program.

Address Match:5 Mount Royal Ave Ste 380 Marlborough, 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

Financial Information for Dalbar Inc.

DALBAR INC

DALBAR, INC.