Proficient Wealth Counselors, LLC
Massachusetts
Registered In
12/26/2006
Incorp. Date
Company Summary
Proficient Wealth Counselors, LLC at 77 Access Rd STE 6, Norwood, Ma 02062 lists Gerald Loftin as the associate.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Gerald Loftin
Registered Agent
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77 ACCESS RD STE 6, NORWOOD, MA 02062
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Gerald Loftin
Manager
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Gerald Loftin
REAL PROPERTY
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Gerald Loftin
SOC SIGNATORY
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Map & Locations
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77 ACCESS RD STE 6, NORWOOD, MA 02062
View Map
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Financials
Financial Information for Proficient Wealth Counselors, LLC
Form 5500
PROFICIENT WEALTH COUNSELORS, LLC
77 Access Rd STE 6, Norwood, Ma 02062 (781) 278-9488 EIN:71-1016842 Plan Admin:Gerald Loftin| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$148,477 / $234,746 | 2023 | PROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN - Plan #001 | 3 / 2 | $148,477 / $234,746 |
| 2022 | Plan NamePROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$119,520 / $148,477 | 2022 | PROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN - Plan #001 | 2 / 3 | $119,520 / $148,477 |
| 2021 | Plan NamePROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$40,354 / $119,520 | 2021 | PROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $40,354 / $119,520 |
| 2020 | Plan NamePROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $40,354 | 2020 | PROFICIENT WEALTH COUNSELORS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $0 / $40,354 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor
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