The Charlton Group, Inc.

Registered In: Massachusetts
Incorporation Date: 01/01/1995
Registration Type: Domestic
Company Type: Domestic Profit Corporation
Status: Active
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James Jankowski Registered Agent	101 FEDERAL ST STE 1900, BOSTON, MA 02110
James Jankowski President
James Jankowski Director
James Jankowski Secretary
James Jankowski TREASURER

101 FEDERAL ST STE 1900, BOSTON, MA 02110 View Map

Financial Information for The Charlton Group, Inc.

Form 5500

THE CHARLTON GROUP INC.

101 Federal Street Suite 1900, Boston, Ma 02110 (617) 340-6562 EIN:04-3255971 Plan Admin:Julia Peneda

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE CHARLTON GROUP INC. 401K PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$685,548 / $881,774	2023	THE CHARLTON GROUP INC. 401K PLAN - Plan #001	14 / 14	$685,548 / $881,774
2022	Plan NameTHE CHARLTON GROUP INC. 401K PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$794,148 / $685,548	2022	THE CHARLTON GROUP INC. 401K PLAN - Plan #001	13 / 14	$794,148 / $685,548
2021	Plan NameTHE CHARLTON GROUP INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$935,163 / $794,148	2021	THE CHARLTON GROUP INC. 401K PLAN - Plan #001	12 / 13	$935,163 / $794,148
2020	Plan NameTHE CHARLTON GROUP INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$733,698 / $935,163	2020	THE CHARLTON GROUP INC. 401K PLAN - Plan #001	11 / 12	$733,698 / $935,163
2019	Plan NameTHE CHARLTON GROUP INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$558,552 / $733,698	2019	THE CHARLTON GROUP INC. 401K PLAN - Plan #001	11 / 11	$558,552 / $733,698

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THE CHARLTON GROUP INC

101 Federal Street Suite 1900, Boston, MA 02110

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$197,900 Forgiven$199,402 LenderCitizens Bank, National Association Jobs9	04/15/2020	$197,900	$199,402	Citizens Bank, National Association	9

PPP Loans based on Paycheck Protection Program.

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Address Match:101 Federal St Boston, 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

The Charlton Group, Inc.

Company Summary

Financial Information for The Charlton Group, Inc.

THE CHARLTON GROUP INC.

THE CHARLTON GROUP INC