The Jeffrey Matthews Financial Group, LLC

Missouri
Registered In
09/26/2008
Incorp. Date
Foreign
Registration Type
New Jersey
Foreign Jurisdiction

Company Summary

The Jeffrey Matthews Financial Group, LLC in Missouri was registered on 09/26/2008. The status for this business is listed as active.

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New Jersey
Company Type
Limited Liability Company
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
National Registered Agents, Inc. Registered Agent
120 S CENTRAL AVE, CLAYTON, MO 63105

Financial Information for The Jeffrey Matthews Financial Group, LLC

Form 5500

THE JEFFREY MATTHEWS FINANCIAL GROUP, LLC

30b Vreeland Road, Suite 210, Florham Park, Nj 07932 (973) 805-6222 EIN:22-3470463 Plan Admin:Jeffrey R Halpert
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY48 / 49 Assets BOY/EOY$4,050,081 / $5,117,631 2023 THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001 48 / 49 $4,050,081 / $5,117,631
2022 Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY42 / 49 Assets BOY/EOY$4,843,214 / $4,050,081 2022 THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001 42 / 49 $4,843,214 / $4,050,081
2021 Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY47 / 43 Assets BOY/EOY$3,947,643 / $4,843,214 2021 THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001 47 / 43 $3,947,643 / $4,843,214
2020 Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY47 / 47 Assets BOY/EOY$3,251,807 / $3,947,643 2020 THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001 47 / 47 $3,251,807 / $3,947,643
2019 Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY44 / 49 Assets BOY/EOY$2,499,557 / $3,251,807 2019 THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001 44 / 49 $2,499,557 / $3,251,807
Benefit & Retirement Plans based on Form 5500.
PPP Loans

THE JEFFREY MATTHEWS FINANCIAL GROUP

30B Vreeland Rd, STE 210, Florham Park, NJ 07927 Industry:Other Accounting Services
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$542,000 Forgiven$546,514 LenderLoan Source Incorporated Jobs42 04/30/2020 $542,000 $546,514 Loan Source Incorporated 42
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Florham Park, NJ View Report
Columbus, OH Florham Park, NJ View Report
The Jeffrey Matthews Financial Group LLC Registered in Connecticut
Florham Park, NJ Short Hills, NJ View Report
The Jeffrey Matthews Financial Group LLC Registered in California
Florham Park, NJ (1 more) View Report
Florham Park, NJ Montgomery, AL View Report
Centennial, CO Florham Park, CO (1 more) View Report

The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States