Spencer Financial, LLC

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

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

Form 5500

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

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.

Related Business Names:

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Address Match:327 Boston Post Rd Apt a Sudbury, 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