Civitas Strategies, LLC

Lynnfield, MA

Massachusetts

Registered In

09/30/2011

Incorp. Date

Company Summary

Civitas Strategies, LLC at 1 Hampton Ct, Lynnfield, Ma 01940 lists Gary Romano and Kelly Turner as associates.

Gary Romano Registered Agent	1 HAMPTON CT, LYNNFIELD, MA 01940
Gary Romano Manager
Kelly Turner Manager
Gary Romano REAL PROPERTY
Kelly Turner REAL PROPERTY
Karen O'brien SOC SIGNATORY
Gary Romano SOC SIGNATORY
Kelly Turner SOC SIGNATORY

1 HAMPTON CT, LYNNFIELD, MA 01940 View Map

Form 5500

1 Hampton Court, Lynnfield, Ma 01940 (617) 388-5461 EIN:45-3481838 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCIVITAS STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$450,521 / $648,922	2023	CIVITAS STRATEGIES 401(K) PLAN - Plan #001	10 / 11	$450,521 / $648,922
2022	Plan NameCIVITAS STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 10 Assets BOY/EOY$324,645 / $450,521	2022	CIVITAS STRATEGIES 401(K) PLAN - Plan #001	5 / 10	$324,645 / $450,521
2021	Plan NameCIVITAS STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$67,190 / $324,645	2021	CIVITAS STRATEGIES 401(K) PLAN - Plan #001	4 / 5	$67,190 / $324,645
2020	Plan NameCIVITAS STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$38,436 / $67,190	2020	CIVITAS STRATEGIES 401(K) PLAN - Plan #001	4 / 4	$38,436 / $67,190
2019	Plan NameCIVITAS STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$4,356 / $38,436	2019	CIVITAS STRATEGIES, LLC 401(K) PLAN - Plan #001	4 / 4	$4,356 / $38,436

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1 Hampton Ct N/A, Lynnfield, MA 01940-1216 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
02/26/2021	Approved$97,582 Forgiven$98,103 LenderCustomers Bank Jobs7	02/26/2021	$97,582	$98,103	Customers Bank	7
04/28/2020	Approved$81,961 Forgiven$82,720 LenderCustomers Bank Jobs8	04/28/2020	$81,961	$82,720	Customers Bank	8

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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