Housatonic Valley Association, Inc. at P.O. Box 28 150 Kent Rd., Cornwall Bridge, Ct 06754 lists Lynn Werner and F. Anthony Zunino of Kent, CT as associates.
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Alison Dixon
Registered Agent
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10 MAIN STREET MERWIN HOUSE, STOCKBRIDGE, MA 01262
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Lynn Werner
CEO
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F. Anthony Zunino
President
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38 FLANDERS LN, KENT, CT 06757
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Christine Baranski
Director
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George S Logan
Director
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10 LA ROVERA DR, ANSONIA, CT 06401
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D. Evan Van Hook
Director
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Louis Hecht
Director
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Dan Horan
Director
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Ann Barrett
Director
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Michael Nesbitt
Director
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P.O. BOX 28 150 KENT RD., CORNWALL BRIDGE, CT 06754
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHOUSATONIC VALLEY ASSOCIATION 403(B) Plan #001 Participants BOY/EOY24 / 30 Assets BOY/EOY$1,022,199 / $1,371,858 | 2023 | HOUSATONIC VALLEY ASSOCIATION 403(B) - Plan #001 | 24 / 30 | $1,022,199 / $1,371,858 |
| 2022 | Plan NameHOUSATONIC VALLEY ASSOCIATION 403(B) Plan #001 Participants BOY/EOY18 / 24 Assets BOY/EOY$1,008,882 / $1,022,199 | 2022 | HOUSATONIC VALLEY ASSOCIATION 403(B) - Plan #001 | 18 / 24 | $1,008,882 / $1,022,199 |
| 2021 | Plan NameHOUSATONIC VALLEY ASSOCIATION 403(B) Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$892,200 / $1,008,882 | 2021 | HOUSATONIC VALLEY ASSOCIATION 403(B) - Plan #001 | 16 / 18 | $892,200 / $1,008,882 |
| 2020 | Plan NameHOUSATONIC VALLEY ASSOCIATION 403(B) Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$678,883 / $892,200 | 2020 | HOUSATONIC VALLEY ASSOCIATION 403(B) - Plan #001 | 13 / 16 | $678,883 / $892,200 |
| 2019 | Plan NameHOUSATONIC VALLEY ASSOCIATION 403(B) Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$484,462 / $678,883 | 2019 | HOUSATONIC VALLEY ASSOCIATION 403(B) - Plan #001 | 11 / 13 | $484,462 / $678,883 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps30 Contributions$1,360,308 Revenue$1,665,905 Expenses$1,649,499 Assets EOY$1,440,297 Liabilities$98,718 | 2022 | 30 | $1,360,308 | $1,665,905 | $1,649,499 | $1,440,297 | $98,718 |
| 2021 | # of Emps23 Contributions$1,140,842 Revenue$1,285,782 Expenses$1,267,324 Assets EOY$1,563,193 Liabilities$125,302 | 2021 | 23 | $1,140,842 | $1,285,782 | $1,267,324 | $1,563,193 | $125,302 |
| 2020 | # of Emps28 Contributions$1,434,185 Revenue$1,601,698 Expenses$1,739,835 Assets EOY$1,333,103 Liabilities$94,413 | 2020 | 28 | $1,434,185 | $1,601,698 | $1,739,835 | $1,333,103 | $94,413 |
| 2019 | # of Emps26 Contributions$1,482,590 Revenue$1,652,407 Expenses$1,696,137 Assets EOY$1,373,105 Liabilities$22,184 | 2019 | 26 | $1,482,590 | $1,652,407 | $1,696,137 | $1,373,105 | $22,184 |
| 2018 | # of Emps25 Contributions$1,788,711 Revenue$1,916,922 Expenses$1,640,418 Assets EOY$1,740,116 Liabilities$381,204 | 2018 | 25 | $1,788,711 | $1,916,922 | $1,640,418 | $1,740,116 | $381,204 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/20/2021 | Approved$214,870 Forgiven$216,736 LenderNBT Bank, National Association Jobs15 | 02/20/2021 | $214,870 | $216,736 | NBT Bank, National Association | 15 |
| 04/10/2020 | Approved$199,210 Forgiven$201,606 LenderNBT Bank, National Association Jobs15 | 04/10/2020 | $199,210 | $201,606 | NBT Bank, National Association | 15 |
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