Synergy Financial LLC

Boston, MA

Massachusetts

Registered In

02/17/2004

Incorp. Date

Company Summary

Synergy Financial LLC at 14 Th Floor, Boston, Ma 02109 lists David Greaney and Al Gogolin as the associates.

Registered In: Massachusetts
Incorporation Date: 02/17/2004
Registration Type: Domestic
Company Type: Domestic Limited Liability Company (Llc)
Status: Active
Find Social Profiles
Search Other Resources: SEC | EDGAR Trellis.Law Recent News

David Greaney Registered Agent	TEN POST OFFICE SQ FL 14TH, BOSTON, MA 02109
David Greaney Manager
David Greaney REAL PROPERTY
Al Gogolin REAL PROPERTY
David Greaney SOC SIGNATORY
Al Gogolin SOC SIGNATORY

14 TH FLOOR, BOSTON, MA 02109 View Map

Financial Information for Synergy Financial LLC

Form 5500

SYNERGY FINANCIAL, LLC

10 Post Office Square Floor 14, Boston, Ma 02109 (617) 517-4110 EIN:42-1617803 Plan Admin:Mark Bresnahan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSYNERGY FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 128 Assets BOY/EOY$6,220,689 / $8,404,124	2023	SYNERGY FINANCIAL, LLC 401(K) PLAN - Plan #001	125 / 128	$6,220,689 / $8,404,124
2022	Plan NameSYNERGY FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY101 / 107 Assets BOY/EOY$7,094,237 / $6,220,689	2022	SYNERGY FINANCIAL, LLC 401(K) PLAN - Plan #001	101 / 107	$7,094,237 / $6,220,689
2021	Plan NameSYNERGY FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY82 / 82 Assets BOY/EOY$5,940,605 / $7,094,237	2021	SYNERGY FINANCIAL, LLC 401(K) PLAN - Plan #001	82 / 82	$5,940,605 / $7,094,237
2020	Plan NameSYNERGY FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY78 / 85 Assets BOY/EOY$4,651,664 / $5,940,605	2020	SYNERGY FINANCIAL, LLC 401(K) PLAN - Plan #001	78 / 85	$4,651,664 / $5,940,605
2019	Plan NameSYNERGY FINANCIAL, LLC 401(K) PLAN Plan #001 Participants BOY/EOY78 / 87 Assets BOY/EOY$3,648,874 / $4,651,664	2019	SYNERGY FINANCIAL, LLC 401(K) PLAN - Plan #001	78 / 87	$3,648,874 / $4,651,664

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SYNERGY FINANCIAL LLC

10 Post Office Sq # 14, Boston, MA 02109-4603 Industry:Other Activities Related to Real Estate Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
03/18/2021	Approved$1,627,360 Forgiven$1,642,865 LenderGeorgia's Own Credit Union Jobs74	03/18/2021	$1,627,360	$1,642,865	Georgia's Own Credit Union	74
04/05/2020	Approved$1,370,600 Forgiven$1,385,220 LenderGeorgia's Own Credit Union Jobs69	04/05/2020	$1,370,600	$1,385,220	Georgia's Own Credit Union	69

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Synergy Financial, LLC Registered in Michigan	Grandville, MI	View Report
Synergy Financial, LLC Registered in New Jersey		View Report
Synergy Financial Services,LLC Registered in Ohio	Beachwood, OH	View Report
Synergy Financial, LLC Registered in Ohio	Ohio	View Report
Synergy Financial, LLC Registered in Florida	Miami, FL Houston, TX (1 more)	View Report
Synergy Financial, LLC Registered in Arizona	Tucson, AZ	View Report
Synergy Financial, LLC Registered in Wisconsin	Green Bay, WI	View Report
Synergy Financial, LLC Registered in Connecticut	Fairfield, NJ Livingston, NJ	View Report
Synergy Financial, LLC Registered in North Carolina	Fayetteville, NC	View Report
Synergy Financial Holdings, LLC Registered in Texas	Austin, TX Chicago, IL	View Report
Synergy Financial LLC Registered in Texas	Pearland, TX	View Report
Synergy Financial LLC Registered in Florida	Palm Harbor, FL	View Report
Synergy Financial LLC Registered in Virginia	Dumfries, VA Virginia Beach, VA	View Report
Synergy Financial, LLC Registered in Oregon	Banks, OR Beaverton, OR (1 more)	View Report
Synergy Financial, LLC Registered in Florida	Plantation, FL	View Report
Synergy Financial, LLC Registered in Pennsylvania		View Report
Synergy Financial, LLC Registered in California	Downey, CA	View Report
Synergy Financial, LLC Registered in California	Fremont, CA	View Report
Synergy Financial, LLC Registered in Colorado	Colorado Springs, CO	View Report

Address Match:14 Th Floor Boston, MA

35 Medford Property Owner LLC Registered in Massachusetts	Boston, MA	View Report
446 Main Street Owner LLC Registered in Massachusetts	Boston, MA	View Report
Amplified Holdings, LLC Registered in Massachusetts	Boston, MA	View Report
Deutsche Dws State Tax-Free Income Series Registered in Massachusetts	Boston, MA Same, MA	View Report
Hive Property Owner LLC Registered in Massachusetts	Boston, MA	View Report
Law Office of Kelli Murray, PLLC Registered in Massachusetts	Boston, MA	View Report
Ns 141 Tremont LLC Registered in Massachusetts	Boston, MA	View Report
Ns Boston Holdings LLC Registered in Massachusetts	Boston, MA	View Report
Ns Two Oliver LLC Registered in Massachusetts	Boston, MA	View Report
Och Holdings LLC Registered in Massachusetts	Boston, MA	View Report
Ppf/Si 253 Venture, LLC Registered in Massachusetts	Boston, MA	View Report
Scaffold Therapeutics, Inc. Registered in Massachusetts	Boston, MA	View Report
Synergy Chestnut, LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Development, LLC Registered in Massachusetts	Boston, MA	View Report
Synergy III 10 Po LLC Registered in Massachusetts	Boston, MA	View Report
Veolia Es Technical Solutions L.L.C. Registered in Massachusetts	Boston, MA	View Report
Veolia Water Contract Services Usa, LLC Registered in California	Boston, MA Floor Boston, MA (1 more)	View Report
Veolia Water North America-Northeast, LLC Registered in Massachusetts	Boston, MA	View Report
Veolia Water North America-West, LLC Registered in California	Boston, MA (2 more)	View Report
Veolia Es Enterprise Solutions, LLC Registered in New Hampshire	Boston, MA	View Report
Compugroup Medical, Inc. Registered in Texas	Boston, MA Dallas, TX	View Report
Sourceone Energy Registered in New Hampshire	Boston, MA	View Report
Veolia Water North America-Northeast, LLC Registered in New Hampshire	Boston, MA	View Report
35-55 Morrissey Boulevard Holdings LLC Registered in Massachusetts	Boston, MA	View Report
American Healthcare Holdings, Inc. Registered in Massachusetts	Boston, MA	View Report
Congress Street Holdings LLC Registered in Massachusetts	Boston, MA	View Report
Falco Capital, LLC Registered in Massachusetts	Boston, MA	View Report
Ninety-Seven Associates, LLC Registered in Massachusetts	Boston, MA	View Report
Rj Holdings, LLC Registered in Massachusetts	Boston, MA	View Report
School Street Holdings LLC Registered in Massachusetts	Boston, MA Cambridge, MA	View Report
Shigo 10 Po Jv, LLC Registered in Massachusetts	Boston, MA	View Report
Shigo II LLC Registered in Massachusetts	Boston, MA	View Report
Synchrony Group, LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Milk Street LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Seaport LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Shigo II LLC Registered in Massachusetts	Boston, MA	View Report
The Skolnick Group, PLLC Registered in Massachusetts	Boston, MA	View Report
Tremont Street Holdings LLC Registered in Massachusetts	Boston, MA Cambridge, MA	View Report
Veolia Es Special Services, Inc. Registered in Massachusetts	Boston, MA	View Report
Psc Professional Services Group, Inc. Registered in Connecticut	Boston, MA North Andover, MA	View Report

Person/City Match:David Greaney - Boston, MA

253 Summer Street Holdings LLC Registered in Massachusetts	Boston, MA	View Report
400 Atlantic Owner LLC Registered in Massachusetts	Massachusetts	View Report
Dgmb Ventures LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Arch Manager LLC Registered in Massachusetts	Massachusetts	View Report
Synergy Atlantic LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Cp Holdings LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Hancock LLC Registered in Massachusetts	Boston, MA	View Report
Synergy II 10 Po LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Investments, LLC Registered in Massachusetts	Boston, MA	View Report
141 Portland, LLC Registered in Massachusetts	Boston, MA	View Report
302 Main Street LLC Registered in Massachusetts	Boston, MA	View Report
Summer/Melcher Corporation Registered in Massachusetts	Boston, MA	View Report
Summer/Melcher Spe Manager Corp. Registered in Massachusetts	Boston, MA	View Report
Synergy Chauncy LLC Registered in Massachusetts	Boston, MA	View Report
Synergy Summer Street LLC Registered in Massachusetts	Boston, MA	View Report
The Junction Tavern, Inc. Registered in Massachusetts	Boston, MA	View Report
West Street Holdings, LLC Registered in Massachusetts	Boston, MA	View Report

View More in Boston, MA

The following government agencies have contributed data:

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

Manage Profile Opt-Out