Baystate Wealth Management LLC

Boston, MA

Massachusetts

Registered In

09/08/2009

Incorp. Date

Company Summary

Baystate Wealth Management LLC at 1 Marina Park Dr FL 16th, Boston, Ma 02210 lists Thomas N O'connor Esq and David C Porter of Boston, MA as associates.

Overview

Registered In

Massachusetts

Incorporation Date

09/08/2009

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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People

Thomas N. O'connor Registered Agent	1 MARINA PARK DR FL 16TH, BOSTON, MA 02210 (View Past Addresses)
Thomas N O'connor Esq Manager	1 MARINA PARK DR FL 16TH, BOSTON, MA 02110
David C Porter Manager	1 MARINA PARK DR FL 16TH, BOSTON, MA 02210
Thomas N O'connor REAL PROPERTY	1 MARINA PARK DR FL 16TH, BOSTON, MA 02210
David C Porter REAL PROPERTY	1 MARINA PARK DR FL 16TH, BOSTON, MA 02210
David C Porter SOC SIGNATORY	1 MARINA PARK DR FL 16TH, BOSTON, MA 02210
Thomas N O'connor Esq SOC SIGNATORY	1 MARINA PARK DR FL 16TH, BOSTON, MA 02210

Showing 10 of 13 associates. Create a free account to view the complete list and historical changes.

Map & Locations

1 MARINA PARK DR FL 16TH, BOSTON, MA 02210 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Baystate Wealth Management LLC

Form 5500

BAYSTATE WEALTH MANAGEMENT, LLC

1 Marina Park Drive 16th Floor, Boston, Ma 02210 (617) 585-4500 EIN:27-0849691 Plan Admin:Thomas O'connor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBAYSTATE WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$2,271,526 / $2,176,977	2022	BAYSTATE WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	14 / 13	$2,271,526 / $2,176,977
2021	Plan NameBAYSTATE WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,566,838 / $2,271,526	2021	BAYSTATE WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	14 / 14	$1,566,838 / $2,271,526
2019	Plan NameBAYSTATE WEALTH MANAGEMENT LLC 401(K) PSP Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$671,543 / $1,141,875	2019	BAYSTATE WEALTH MANAGEMENT LLC 401(K) PSP - Plan #001	13 / 14	$671,543 / $1,141,875

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BAYSTATE WEALTH MANAGEMENT LLC

200 Clarendon St Fl 25, Boston, MA 02116-5009 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$289,000 Forgiven$291,676 LenderJPMorgan Chase Bank, National Association Jobs15	04/13/2020	$289,000	$291,676	JPMorgan Chase Bank, National Association	15

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:1 Marina Park Dr Fl 16th Boston, MA

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Baystate Financial Services LLC Registered in Massachusetts	Boston, MA	View Report
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Address Match:1 Marina Park Dr Boston, MA

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Intarcia Therapeutics, Inc. Registered in North Dakota	Bismarck, ND Boston, MA	View Report
Quortus Corp. Registered in Idaho	Boston, MA	View Report
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Global Energy Partners, Inc. Registered in California	Boston, MA	View Report
World Energy Solutions, Inc Registered in California	Boston, MA Los Angeles, CA	View Report

Person/City Match:Thomas N Oconnor - Boston, MA

Camp Caurso Inc Registered in Massachusetts	Sudbury, MA		View Report

Person/City Match:David C Porter - Boston, MA

130 South, LLC Registered in Massachusetts	North Attleboro, MA	View Report
Air Ports Holdings, LLC Registered in Massachusetts	Weare, NH Boston, MA	View Report
Baystate Financial Charitable Foundation, Inc. Registered in Massachusetts	Boston, MA	View Report
Commonwealth Zoological Corporation Registered in Massachusetts	Boston, MA Easton, MA	View Report
Virtual Planning Associates, LLC Registered in Massachusetts	Boston, MA	View Report
Baystate Financial Services Insurance Agency LLC Registered in Massachusetts	Boston, MA	View Report
Jmdp, LLC Registered in Massachusetts	Boston, MA	View Report
Marblehead Weathergarments, LLC Registered in Massachusetts	Burlington, MA Marblehead, MA	View Report
Portersoft LLC Registered in Massachusetts	Boston, MA	View Report

View More in Boston, MA

Sources

The following government agencies have contributed data:

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