E3 Financial Planning, LLC
Massachusetts
Registered In
07/22/2011
Incorp. Date
Company Summary
E3 Financial Planning, LLC at 175 Highland Ave STE 304, Needham, Ma 02494 lists Andrea M. Stackland-Winterer and Andrea M Stackland-Winterer of Needham, MA.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Andrea M. Stackland-Winterer
Registered Agent
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14 BELDON RD, DOVER, MA 02030
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Andrea M. Stackland-Winterer
Manager
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175 HIGHLAND AVE STE 304, NEEDHAM, MA 02494
(View Past Addresses)
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Andrea M Stackland-Winterer
REAL PROPERTY
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175 HIGHLAND AVE, NEEDHAM, MA 02030
(View Past Addresses)
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Andrea M Stackland-Winterer
SOC SIGNATORY
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175 HIGHLAND AVE STE 304, NEEDHAM, MA 02494
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175 HIGHLAND AVE STE 304, NEEDHAM, MA 02494
View Map
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Financial Information for E3 Financial Planning, LLC
Form 5500
E3 FINANCIAL PLANNING, LLC
175 Highland Ave, Suite 304, Needham, Ma 02494 (339) 225-4046 EIN:26-2418291 Plan Admin:Compass 360, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameE3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$620,114 / $583,475 | 2022 | E3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $620,114 / $583,475 |
| 2022 | Plan NameE3 FINANCIAL PLANNING, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$105,363 / $208,045 | 2022 | E3 FINANCIAL PLANNING, LLC CASH BALANCE PLAN - Plan #002 | 2 / 2 | $105,363 / $208,045 |
| 2021 | Plan NameE3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$465,093 / $620,114 | 2021 | E3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $465,093 / $620,114 |
| 2021 | Plan NameE3 FINANCIAL PLANNING, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$0 / $105,363 | 2021 | E3 FINANCIAL PLANNING, LLC CASH BALANCE PLAN - Plan #002 | 3 / 2 | $0 / $105,363 |
| 2020 | Plan NameE3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$319,774 / $465,093 | 2020 | E3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 4 | $319,774 / $465,093 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
E3 FINANCIAL PLANNING, LLC
175 Highland Ave STE 304, Needham Heights, Ma 02494-3007| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$48,200 Forgiven$48,462 LenderNeedham Bank Jobs3 | 04/08/2020 | $48,200 | $48,462 | Needham Bank | 3 |
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
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