Proficient Wealth Counselors, LLC

Norwood, MA

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.

Gerald Loftin Registered Agent	77 ACCESS RD STE 6, NORWOOD, MA 02062
Gerald Loftin Manager
Gerald Loftin REAL PROPERTY
Gerald Loftin SOC SIGNATORY

77 ACCESS RD STE 6, NORWOOD, MA 02062 View Map

Form 5500

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.

Address Match:77 Access Rd Norwood, MA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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