Milestone Financial Planning, LLC

Bedford, NH

Maine

Registered In

12/04/2001

Incorp. Date

Foreign

Registration Type

New Hampshire

Foreign Jurisdiction

Company Summary

Milestone Financial Planning, LLC at 2 Commerce Dr, Bedford, Nh 03110 lists Jennifer L. Davidson of Wells, ME.

Jennifer L. Davidson Registered Agent

219 EMERSON DR, WELLS, ME 04054

2 COMMERCE DR, BEDFORD, NH 03110 View Map

Form 5500

3 Executive Park Suite 200, Bedford, Nh 03110 (603) 589-8010 EIN:10-0000873 Plan Admin:Compass 360, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$611,107 / $756,408	2023	MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001	18 / 15	$611,107 / $756,408
2022	Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$428,615 / $611,107	2022	MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001	12 / 12	$428,615 / $611,107
2021	Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY7 / 12 Assets BOY/EOY$304,156 / $428,615	2021	MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001	7 / 12	$304,156 / $428,615
2020	Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$133,762 / $304,156	2020	MILESTONE FINANCIAL PLANNING, LLC - Plan #001	6 / 7	$133,762 / $304,156
2019	Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $133,762	2019	MILESTONE FINANCIAL PLANNING, LLC - Plan #001	5 / 6	$0 / $133,762

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2 Commerce Dr, Bedford, Nh 03110-6699 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$108,930 Forgiven$109,596 LenderFirst Western Trust Bank Jobs5	04/09/2020	$108,930	$109,596	First Western Trust Bank	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Milestone Financial Planning, LLC Registered in Massachusetts	Harvard, MA Bedford, NH	View Report
Milestone Financial Planning, LLC Registered in New Hampshire	Bedford, NH	View Report
Milestone Financial Planning, LLC Registered in New Hampshire	Bedford, NH	View Report

Address Match:2 Commerce Dr Bedford, NH

Nets Electronics, Inc. Registered in West Virginia	Bedford, NH	View Report
Northeast Medical, LLC Registered in Florida	Bedford, NH	View Report
Northeast Medical, LLC Registered in California	Bedford, NH	View Report
Nets Electronics, Inc. Registered in New Hampshire	Bedford, NH Nashua, NH	View Report
R.J. Cole Solutions, LLC Registered in New Hampshire	Bedford, NH	View Report
Bi-Weekly Mortgage Acceptance Corporation Registered in New Hampshire	Bedford, NH	View Report
Jittergram, Inc. Registered in New Hampshire	Bedford, NH	View Report
Medical Microsystems, Inc. Registered in Colorado	Bedford, NH	View Report
Kfoury & Elliott Professional Association Registered in New Hampshire	Bedford, NH Manchester, NH	View Report
Stearns & Wheler, Inc. Registered in New Hampshire	Bedford, NH	View Report
Telemark Management Inc. Registered in New Hampshire	Amherst, NH Bedford, NH	View Report
George B. Neal, M.D., P.C. Registered in New Hampshire	Bedford, NH	View Report
Jennifer L. Davidson, Cpa Pc Registered in Massachusetts	Bedford, NH	View Report
Managedops.Com, Inc. Registered in Massachusetts	Bedford, NH Boston, MA	View Report
Alliance Core Technologies, Inc. Registered in New Hampshire	Bedford, NH	View Report
The Taylor Group Solutions Integrator, Inc. Registered in New Hampshire	Bedford, NH Manchester, NH	View Report
Nets Electronics, Inc. Registered in Rhode Island	Bedford, NH	View Report
Jennifer L Davidson Cpa Pc Registered in New Hampshire	Bedford, NH Concord, NH	View Report

The following government agencies have contributed data:

Department of the Secretary of State Bureau of Corporations, Elections & Commissions U.S. Department of Labor U.S. Small Business Administration

Manage Profile Opt-Out