Boston Wealth Management, LLC

Wayland, MA

Massachusetts

Registered In

02/02/2005

Incorp. Date

Company Summary

Boston Wealth Management, LLC at 286 Boston Post Rd, Wayland, Ma 01778 lists Phillip L. Wong of Wayland, MA as the associate.

Registered In

Massachusetts

Incorporation Date

02/02/2005

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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Phillip L. Wong Registered Agent	286 BOSTON POST RD, WAYLAND, MA 01778
Phillip L. Wong Manager	286 BOSTON POST RD, WAYLAND, MA 01778
Phillip L. Wong REAL PROPERTY	286 BOSTON POST RD, WAYLAND, MA 01778
Phillip L. Wong SOC SIGNATORY	286 BOSTON POST RD, WAYLAND, MA 01778

286 BOSTON POST RD, WAYLAND, MA 01778 View Map

Form 5500

286 Boston Post Rd., Wayland, Ma 01778 (508) 276-1098 EIN:20-2346771 Plan Admin:Phillip Wong

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$371,517 / $1,197,747	2023	BOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$371,517 / $1,197,747
2022	Plan NameBOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$286,881 / $371,517	2022	BOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$286,881 / $371,517
2021	Plan NameBOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$97,785 / $286,881	2021	BOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$97,785 / $286,881
2020	Plan NameBOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $97,785	2020	BOSTON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$0 / $97,785

Benefit & Retirement Plans based on Form 5500.

PPP Loans

286 Boston Post Rd, Wayland, Ma 01778-1823 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$37,850 Forgiven$38,126 LenderBank of America, National Association Jobs9	05/01/2020	$37,850	$38,126	Bank of America, National Association	9

PPP Loans based on Paycheck Protection Program.

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