Great Point Wealth Advisors, LLC
Massachusetts
Registered In
04/30/2008
Incorp. Date
Company Summary
Great Point Wealth Advisors, LLC at One International Pl STE 4520, Boston, Ma 02110 lists Peter Vincent Disch Jr. and Peter Vincent Disch Jr of Boston, MA.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Peter V. Disch, Jr.
Registered Agent
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ONE INTERNATIONAL PL STE 4520, BOSTON, MA 02210
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Peter Vincent Disch Jr.
Manager
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ONE INTERNATIONAL PL, BOSTON, MA 02110
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Peter Vincent Disch Jr
REAL PROPERTY
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ONE INTERNATIONAL PL, BOSTON, MA 02210
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Peter Vincent Disch Jr.
SOC SIGNATORY
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ONE INTERNATIONAL PL, BOSTON, MA 02210
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Map & Locations
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ONE INTERNATIONAL PL STE 4520, BOSTON, MA 02110
View Map
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Financials
Financial Information for Great Point Wealth Advisors, LLC
Form 5500
GREAT POINT WEALTH ADVISORS, LLC
One International Place, STE 4520, Boston, Ma 02110 (617) 585-0050 EIN:26-2519655 Plan Admin:Peter V Disch Jr| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameGREAT POINT WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$233,169 / $401,275 | 2021 | GREAT POINT WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $233,169 / $401,275 |
| 2020 | Plan NameGREAT POINT WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$103,413 / $233,169 | 2020 | GREAT POINT WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001 | 3 / 4 | $103,413 / $233,169 |
| 2019 | Plan NameGREAT POINT WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$61,066 / $103,413 | 2019 | GREAT POINT WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $61,066 / $103,413 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GREAT POINT WEALTH ADVISORS, LLC
1 International Place 4520, Boston, MA 02110| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$57,700 Forgiven$58,090 LenderCitizens Bank, National Association Jobs2 | 05/01/2020 | $57,700 | $58,090 | Citizens Bank, National Association | 2 |
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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