Advisor Perspectives, Inc.
Massachusetts
Registered In
03/21/2007
Incorp. Date
Company Summary
Advisor Perspectives, Inc. at PO Box 380, Lexington, Ma 02420 lists Robert Keith Huebscher of Lexington, MA as the associate.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Inactive
Registration Type
Domestic
Search Other Resources
People
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Robert Huebscher
Registered Agent
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2 ND FLOOR, WOBURN, MA 01801
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Robert Keith Huebscher
President
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52 SOLOMON PIERCE RD, LEXINGTON, MA 02420
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Robert Keith Huebscher
Director
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52 SOLOMON PIERCE RD, LEXINGTON, MA 02420
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Robert Keith Huebscher
Secretary
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52 SOLOMON PIERCE RD, LEXINGTON, MA 02420
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Robert Keith Huebscher
TREASURER
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52 SOLOMON PIERCE RD, LEXINGTON, MA 02420
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Map & Locations
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PO BOX 380, LEXINGTON, MA 02420
View Map
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Financials
Financial Information for Advisor Perspectives, Inc.
Form 5500
ADVISOR PERSPECTIVES INC
Box 380, Lexington, Ma 02420 (781) 376-0050 EIN:20-8579959 Plan Admin:Sally Huebscher| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY26 / 25 Assets BOY/EOY$1,878,496 / $300,353 | 2023 | ADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 26 / 25 | $1,878,496 / $300,353 |
| 2022 | Plan NameADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 26 Assets BOY/EOY$2,020,020 / $1,878,496 | 2022 | ADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 22 / 26 | $2,020,020 / $1,878,496 |
| 2021 | Plan NameADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 22 Assets BOY/EOY$1,567,062 / $2,020,020 | 2021 | ADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 16 / 22 | $1,567,062 / $2,020,020 |
| 2020 | Plan NameADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$1,244,829 / $1,567,062 | 2020 | ADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 14 / 16 | $1,244,829 / $1,567,062 |
| 2019 | Plan NameADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$863,523 / $1,244,829 | 2019 | ADVISOR PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 14 / 14 | $863,523 / $1,244,829 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ADVISOR PERSPECTIVES
52 Solomon Pierce Rd, Lexington, MA 01801| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$190,000 Forgiven$192,686 LenderCitizens Bank, National Association Jobs12 | 04/15/2020 | $190,000 | $192,686 | Citizens Bank, National Association | 12 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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