West Branch Capital LLC

Amherst, MA

Massachusetts

Registered In

12/15/2004

Incorp. Date

Company Summary

West Branch Capital LLC at 9 Research Dr STE 1, Amherst, Ma 01002 lists Lori Shea Mahmud of Amherst, MA and Ayaz Mahmud as the associates.

Ayaz Mahmud Registered Agent	9 RESEARCH DR STE 1, AMHERST, MA 01002
Lori Shea Mahmud Manager	9 RESEARCH DR, AMHERST, MA 01002
Ayaz Mahmud Manager
Lori Shea Mahmud REAL PROPERTY	9 RESEARCH DR, AMHERST, MA 01002
Ayaz Mahmud REAL PROPERTY

9 RESEARCH DR STE 1, AMHERST, MA 01002 View Map

Form 5500

9 Research Drive, Suite 1, Amherst, Ma 01002 (800) 560-7608 EIN:13-4293612 Plan Admin:Ayaz Mahmud

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$898,788 / $848,114	2022	WEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$898,788 / $848,114
2021	Plan NameWEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$722,902 / $898,788	2021	WEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$722,902 / $898,788
2020	Plan NameWEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$539,518 / $722,902	2020	WEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$539,518 / $722,902
2019	Plan NameWEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$346,458 / $539,518	2019	WEST BRANCH CAPITAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$346,458 / $539,518

Benefit & Retirement Plans based on Form 5500.

PPP Loans

9 Research Dr, Amherst, Ma 01002

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$102,545 Forgiven$103,573 LenderEastern Bank Jobs11	04/29/2020	$102,545	$103,573	Eastern Bank	11

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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