Clearstead Advisors, LLC

Maine
Registered In
11/01/1988
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction

Company Summary

Clearstead Advisors, LLC in Cleveland, OH was registered on 11/01/1988. It is listed at 1100 Superior Ave E STE 700, Cleveland, Oh 44114.

Registered In
Maine
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Ohio
Company Type
Foreign Limited Liability Company
Status
Good Standing
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Corporation Service Company Registered Agent
45 MEMORIAL CIR, AUGUSTA, ME 04330 (Mailing)
1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Hartland Advisors, Inc. - Cancelled
Cleveland, OH
Hartland Advisors, Llc-Cancelled
Cleveland, OH
Plimsoll Mark
Cleveland, OH
Plimsoll Mark Capital
Cleveland, OH

Financial Information for Clearstead Advisors, LLC

Form 5500

CLEARSTEAD ADVISORS, LLC

1100 Superior Avenue 7th Floor, Cleveland, Oh 44114 (216) 658-5272 EIN:34-1597728 Plan Admin:Jane Battes
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY103 / 0 Assets BOY/EOY$0 / $0 2023 CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN - Plan #501 103 / 0 $0 / $0
2023 Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY128 / 155 Assets BOY/EOY$0 / $0 2023 CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 128 / 155 $0 / $0
2022 Plan NameCLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY108 / 0 Assets BOY/EOY$0 / $0 2022 CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN - Plan #501 108 / 0 $0 / $0
2022 Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY108 / 128 Assets BOY/EOY$0 / $0 2022 CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 108 / 128 $0 / $0
2021 Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY87 / 108 Assets BOY/EOY$0 / $0 2021 CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 87 / 108 $0 / $0
2020 Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY86 / 87 Assets BOY/EOY$0 / $0 2020 CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 86 / 87 $0 / $0
2019 Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY79 / 86 Assets BOY/EOY$10,865,470 / $13,983,745 2019 CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 79 / 86 $10,865,470 / $13,983,745
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CLEARSTEAD ADVISORS, LLC

1100 SUPERIOR AVE Suite 700, CLEVELAND, OH 44114-2518
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$2,276,720 Forgiven$1,797,300 LenderS & T Bank Jobs85 04/11/2020 $2,276,720 $1,797,300 S & T Bank 85
PPP Loans based on Paycheck Protection Program.
Address Match:1100 Superior Ave E Ste 700 Cleveland, OH
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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
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