Meridian Financial Advisors, LLC

Holliston, MA

Massachusetts

Registered In

03/22/2005

Incorp. Date

Company Summary

Meridian Financial Advisors, LLC at 13 Water St, Holliston, Ma 01746 lists Richard E. Bruggeman and Georgia G. Bruggeman of Holliston, MA as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

03/22/2005

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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People

Georgia G. Bruggeman Registered Agent	13 WATER ST, HOLLISTON, MA 01746
Richard E. Bruggeman Manager	13 WATER ST, HOLLISTON, MA 01746
Richard E. Bruggeman REAL PROPERTY	13 WATER ST, HOLLISTON, MA 01746
Georgia G. Bruggeman REAL PROPERTY	13 WATER ST, HOLLISTON, MA 01746
Georgia G. Bruggeman SOC SIGNATORY	13 WATER ST, HOLLISTON, MA 01746

Map & Locations

13 WATER ST, HOLLISTON, MA 01746 View Map

Financials

Financial Information for Meridian Financial Advisors, LLC

Form 5500

MERIDIAN FINANCIAL ADVISORS, LLC

13 Water Street, Holliston, Ma 01746 (781) 799-6331 EIN:52-2452613 Plan Admin:Kyle Grimmer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$883,445 / $772,595	2022	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	4 / 5	$883,445 / $772,595
2021	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$660,029 / $883,445	2021	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	4 / 4	$660,029 / $883,445
2020	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$460,983 / $660,029	2020	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	4 / 4	$460,983 / $660,029
2019	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$277,722 / $460,983	2019	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	4 / 4	$277,722 / $460,983
2018	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$247,384 / $277,722	2018	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	4 / 4	$247,384 / $277,722
2017	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$172,017 / $247,384	2017	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	4 / 4	$172,017 / $247,384
2016	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$114,455 / $172,017	2016	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	4 / 4	$114,455 / $172,017
2015	Plan NameMERIDIAN FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$78,655 / $114,455	2015	MERIDIAN FINANCIAL ADVISORS 401(K) PLAN - Plan #001	3 / 4	$78,655 / $114,455

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MERIDIAN FINANCIAL ADVISORS, LLC

13 Water Street Ste. 206, Holliston, Ma 01746 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$20,833 Forgiven$20,974 LenderBank of America, National Association Jobs3	05/01/2020	$20,833	$20,974	Bank of America, National Association	3

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Meridian Financial Advisors, LLC Registered in New York	New York, NY		View Report
Meridian Financial Advisors, LLC Registered in New Jersey			View Report

Address Match:13 Water St Holliston, MA

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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