Kavanagh Advisory Group LLC

John E. Kavanagh III Registered Agent	99 CONIFER HILL DR STE 201, DANVERS, MA 01923
John E. Kavanagh III Manager	99 CONIFER HILL DR STE 201, DANVERS, MA 01923
John E Kavanagh III REAL PROPERTY	99 CONIFER HILL DR STE 201, DANVERS, MA 01923
Eric B Gervais REAL PROPERTY	99 CONIFER HILL DR STE 201, DANVERS, MA 01923

99 CONIFER HILL DR STE 201, DANVERS, MA 01923 View Map

Form 5500

99 Conifer Hill Drive Suite 201, Danvers, Ma 01923 (978) 646-9060 EIN:20-8494028 Plan Admin:Michael Quinn

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,225,624 / $2,689,447	2023	KAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 9	$2,225,624 / $2,689,447
2022	Plan NameKAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,809,469 / $2,225,624	2022	KAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 9	$2,809,469 / $2,225,624
2021	Plan NameKAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,482,393 / $2,809,469	2021	KAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 9	$2,482,393 / $2,809,469
2020	Plan NameKAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,341,114 / $2,466,936	2020	KAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 10	$2,341,114 / $2,466,936
2019	Plan NameKAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,038,766 / $2,341,114	2019	KAVANAGH ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 10	$2,038,766 / $2,341,114

Benefit & Retirement Plans based on Form 5500.

PPP Loans

99 Conifer Hill Dr Ste 201, Danvers, MA 01923-1194 Industry:Other Activities Related to Real Estate Ethnicity:Not Hispanic or Latino

Loan Date	Approved	Forgiven	Lender	Jobs
01/21/2021	Approved$141,163 Forgiven$142,233 LenderRockland Trust Company Jobs7	01/21/2021	$141,163	$142,233	Rockland Trust Company	7
04/27/2020	Approved$165,787 Forgiven$166,851 LenderRockland Trust Company Jobs7	04/27/2020	$165,787	$166,851	Rockland Trust Company	7

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

Company Summary