Om Financial Group, LLC

Registered In: Montana
Incorporation Date: 07/20/2022
Registration Type: Foreign
Foreign Jurisdiction: Massachusetts
Company Type: Foreign Limited Liability Company
Status: Active-Good Standing
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Corporation Service Company Registered Agent

26 W SIXTH AVE, HELENA, MT 59624

101 FEDERAL ST STE 800, BOSTON, MA 02110 (Mailing) View Map

Financial Information for Om Financial Group, LLC

Form 5500

OM FINANCIAL GROUP, LLC

101 Federal ST Suite 800, Boston, Ma 02110 (617) 439-4389 EIN:85-4382125 Plan Admin:Michael Pappalardo

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOM FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 18 Assets BOY/EOY$888,081 / $1,403,492	2023	OM FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN - Plan #001	14 / 18	$888,081 / $1,403,492
2022	Plan NameOM FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$963,408 / $888,081	2022	OM FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN - Plan #001	13 / 14	$963,408 / $888,081

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OM FINANCIAL GROUP, INC.

101 Federal Street Suite 800, Boston, MA 02110 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$137,400 Forgiven$138,119 LenderCitizens Bank, National Association Jobs11	04/15/2020	$137,400	$138,119	Citizens Bank, National Association	11

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Om Financial Group LLC Registered in New Jersey	New Jersey	View Report
Om Financial Group, LLC Registered in Michigan	Lansing, MI East Lansing, MI	View Report
Om Financial Group, LLC Registered in New York	Albany, NY	View Report
Om Financial Group, LLC Registered in Virginia	Richmond, VA Boston, MA	View Report
Om Financial Group, LLC Registered in Massachusetts	Boston, MA	View Report
Om Financial Group, LLC Registered in Missouri	Boston, MA Jefferson City, MO	View Report
Om Financial Group, LLC Registered in Idaho	Boston, MA	View Report
Om Insurance & Financial Group LLC Registered in Texas	Sugar Land, TX	View Report
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Address Match:101 Federal St Boston, MA

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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration

Om Financial Group, LLC

Company Summary

Financial Information for Om Financial Group, LLC

OM FINANCIAL GROUP, LLC

OM FINANCIAL GROUP, INC.