Spencer Financial, LLC

Sudbury, MA

Massachusetts

Registered In

01/04/2005

Incorp. Date

Company Summary

Spencer Financial, LLC at 327 Boston Post Rd APT A, Sudbury, Ma 01776 lists Samuel Baldwin and William T. Spencer III of Sudbury, MA as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

01/04/2005

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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People

William T. Spencer, III Registered Agent	327 BOSTON POST RD APT A, SUDBURY, MA 01776
Samuel Baldwin Manager
William T. Spencer III Manager	327 BOSTON POST RD APT A, SUDBURY, MA 01776
William T. Spencer III REAL PROPERTY	327 BOSTON POST RD APT A, SUDBURY, MA 01776
Samuel Baldwin REAL PROPERTY

Map & Locations

327 BOSTON POST RD APT A, SUDBURY, MA 01776 View Map

Financials

Financial Information for Spencer Financial, LLC

Form 5500

SPENCER FINANCIAL, LLC

327a Boston Post Rd, Sudbury, Ma 01776 (978) 443-6500 EIN:20-2118749 Plan Admin:Samuel Baldwin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSPENCER FINANCIAL, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2023	SPENCER FINANCIAL, LLC PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2022	Plan NameSPENCER FINANCIAL, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2022	SPENCER FINANCIAL, LLC PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2021	Plan NameSPENCER FINANCIAL, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2021	SPENCER FINANCIAL, LLC PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2020	Plan NameSPENCER FINANCIAL, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$813,237 / $1,156,873	2020	SPENCER FINANCIAL, LLC PROFIT SHARING PLAN - Plan #001	2 / 2	$813,237 / $1,156,873
2019	Plan NameSPENCER FINANCIAL, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$548,171 / $813,237	2019	SPENCER FINANCIAL, LLC PROFIT SHARING PLAN - Plan #001	2 / 2	$548,171 / $813,237

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SPENCER FINANCIAL LLC

327a Boston Post Rd, Sudbury, Ma 01776-3061

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$38,479 Forgiven$38,756 LenderBank of America, National Association Jobs2	05/01/2020	$38,479	$38,756	Bank of America, National Association	2

PPP Loans based on Paycheck Protection Program.

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Related Business Names:

Spencer Financial LLC Registered in Michigan	Rochester Hills, MI Troy, MI	View Report
Spencer Financial, LLC Registered in New York	New York, NY	View Report
Spencer Schmale Financial LLC Registered in Michigan	Birmingham, MI	View Report
Spencer Financial Services, LLC Registered in Ohio	Ohio	View Report
Spencer Financial Planning, LLC Registered in Washington	Cheney, WA Spokane, WA	View Report
Spencer Financial Services LLC Registered in Virginia	Vinton, VA	View Report
Spencer Financial Services LLC Registered in Arizona	Phoenix, AZ	View Report
Spencer Financial Solutions LLC Registered in Arizona	Phoenix, AZ	View Report
Spencer Peterson Financial, LLC Registered in Utah	Orem, UT	View Report
Spencer Financial LLC Registered in New Hampshire	Brentwood, NH	View Report
Spencer Financial Group LLC Registered in Oklahoma	Bixby, OK Tulsa, OK	View Report
Spencer Financial Group, LLC Registered in Utah	Saratoga Springs, UT	View Report
Spencer Financial Group, LLC Registered in Utah	Saratoga Springs, UT	View Report
Spencer Financial LLC Registered in Virginia	Blue Ridge, VA Norfolk, VA (1 more)	View Report
Spencer Financial Services LLC Registered in Oregon	Dover, DE Portland, OR	View Report
Spencer-Reid Financial LLC Registered in Florida	Delray Beach, FL	View Report
Spencer Financial Consultants, LLC Registered in New Hampshire	Johns Island, SC	View Report
Spencer Financial, LLC Registered in Wisconsin	Milwaukee, WI	View Report
Spencer Financial Planning, LLC Registered in California	Redding, CA Sacramento, CA	View Report

View More in Sudbury, MA

Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • U.S. Small Business Administration