Om Financial Group, LLC

Corporation Service Company Registered Agent

26 W SIXTH AVE, HELENA, MT 59624

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

Form 5500

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

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
Om Financial Group, LLC Registered in Idaho	Boston, MA Boise, ID	View Report

Address Match:101 Federal St Ste 800 Boston, MA

Cfg Brokerage Network, LLC Registered in Massachusetts	Boston, MA	View Report
Commonwealth Financial Corporation Registered in Vermont	Boston, MA	View Report
Commonwealth Financial Corporation Registered in Massachusetts	Boston, MA	View Report
Commonwealth Planning Group, LLC Registered in Massachusetts	Boston, MA	View Report
Cross Coastal Advisors, LLC Registered in Massachusetts	Boston, MA Hingham, MA	View Report
Earnest Consulting Group, LLC Registered in Massachusetts	Boston, MA	View Report
O.M. Financial Group, Inc. Registered in Oregon	Boston, MA Salem, OR	View Report
Om Financial Services, LLC Registered in Connecticut	Hartford, CT Boston, MA	View Report
Highland Peak Wealth, Inc. Registered in Utah	Boston, MA Salt Lake City, UT	View Report
Bigger Futures, Inc. Registered in Massachusetts	Boston, MA	View Report
O.M. Financial Group, Inc. Registered in Massachusetts	Boston, MA	View Report
O.M. Financial Group, Inc. Registered in Virginia	Boston, MA	View Report
O.M. Financial Group, Inc. Registered in Florida	Boston, MA Tallahassee, FL	View Report
O.M. Financial Group Registered in Rhode Island	Boston, MA (1 more)	View Report
Commonwealth Financial Corporation Registered in Connecticut	Boston, MA Hartford, CT	View Report
O.M. Financial Group, Inc. Registered in Connecticut	Boston, MA Concord, MA	View Report
O.M. Financial Group, Inc. Registered in Missouri	Boston, MA	View Report

Address Match:101 Federal St Boston, MA

Mhic Fort Sewall Partners, LLC Registered in Massachusetts	Boston, MA	View Report
Stardust Foundation, Inc., The Registered in Massachusetts	Boston, MA	View Report
The Learning Consortium, LLC Registered in Oregon	Boston, MA Salem, OR	View Report
Theodore Liftman Insurance, Inc. Registered in North Dakota	Bismarck, ND Boston, MA	View Report
Metropolitan Construction Group LLC Registered in Ohio	Boston, MA Columbus, OH	View Report
Mpa-Chesterfield LLC Registered in Ohio	Boston, MA Columbus, OH	View Report
Alouette Associates II, Limited Partnership Registered in Massachusetts	Boston, MA	View Report
Bdc Acquisition Corporation Registered in Massachusetts	Boston, MA	View Report
Cadence Capital Partners, LLC Registered in Massachusetts	Boston, MA	View Report
Cantella Corp. Registered in Massachusetts	Boston, MA Medford, MA	View Report
Cd High-Technologies America, Inc. Registered in Massachusetts	Boston, MA Milford, CT	View Report
Cjc Acquisition CO. Registered in Massachusetts	Boston, MA	View Report
Diagon Genetics, Inc. Registered in Massachusetts	Boston, MA	View Report
Dundree Capital Partners LLC Registered in Massachusetts	Boston, MA	View Report
Hwd - Healthcare Consulting Group, LLC Registered in Massachusetts	Boston, MA	View Report
Mvitae, Inc. Registered in Massachusetts	Boston, MA	View Report
P.E. Acquisition Corp. Registered in Massachusetts	Boston, MA Sherborn, MA	View Report
Prince Company, Inc., The Registered in Massachusetts	Boston, MA	View Report
Saugus Funding Corp. Registered in Massachusetts	Boston, MA	View Report

The following government agencies have contributed data:

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

Company Summary