Savvi Financial LLC

Stavros Kokkotos Registered Agent	465 WAVERLEY OAKS RD STE 315, WALTHAM, MA 02452
Georgia Mourtzinou Manager
Georgia Mourtzinou REAL PROPERTY
Georgia Mourtzinou SOC SIGNATORY
Stavros E Kokkotos SOC SIGNATORY	465 WAVERLEY OAKS RD STE 315, WALTHAM, MA 02452

465 WAVERLEY OAKS RD STE 315, WALTHAM, MA 02452 View Map

Form 5500

465 Waverley Oaks Rd STE 315, Waltham, Ma 02452 (781) 583-7014 EIN:46-3620163 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSAVVI FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$535,223 / $1,043,448	2023	SAVVI FINANCIAL LLC 401(K) PLAN - Plan #001	16 / 19	$535,223 / $1,043,448
2022	Plan NameSAVVI FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 16 Assets BOY/EOY$268,040 / $535,223	2022	SAVVI FINANCIAL LLC 401(K) PLAN - Plan #001	11 / 16	$268,040 / $535,223
2021	Plan NameSAVVI FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$130,557 / $268,040	2021	SAVVI FINANCIAL LLC 401(K) PLAN - Plan #001	10 / 11	$130,557 / $268,040
2020	Plan NameSAVVI FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$0 / $130,557	2020	SAVVI FINANCIAL LLC 401(K) PLAN - Plan #001	9 / 10	$0 / $130,557

Benefit & Retirement Plans based on Form 5500.

PPP Loans

465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8482 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
03/10/2021	Approved$203,775 Forgiven$204,664 LenderBell Bank Jobs9	03/10/2021	$203,775	$204,664	Bell Bank	9
04/13/2020	Approved$123,000 Forgiven$123,677 LenderBell Bank Jobs11	04/13/2020	$123,000	$123,677	Bell Bank	11

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Savvi Financial LLC Registered in New Jersey		View Report
Savvi Financial LLC Registered in New York	Albany, NY	View Report
Savvi Financial LLC Registered in Virginia	Virginia Beach, VA Waltham, MA	View Report
Savvi Financial LLC Registered in Minnesota	Owatonna, MN Waltham, MA	View Report
Savvi Financial Business & Management Solutions, LLC Registered in Georgia	Conyers, GA	View Report
Savvi Financial LLC Registered in New Hampshire	Derry, NH Waltham, MA	View Report

Address Match:465 Waverley Oaks Rd Ste 315 Waltham, MA

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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

Company Summary