The Jeffrey Matthews Financial Group, L.L.C.

North Carolina
Registered In
08/10/2015
Incorp. Date
Foreign
Registration Type
New Jersey
Foreign Jurisdiction

Company Summary

The Jeffrey Matthews Financial Group, L.L.C. at 30 Vreeland Rd STE 210, Florham Park, Nj 07932 lists Secretary Of State of Raleigh, NC.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New Jersey
Company Type
Limited Liability Company
Status
Withdrawn
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Secretary Of State Registered Agent
2 S SALISBURY ST, RALEIGH, NC 27601 PO BOX 29622, RALEIGH, NC 27626 (Mailing)
30 VREELAND RD STE 210, FLORHAM PARK, NJ 07932 View Map

Financial Information for The Jeffrey Matthews Financial Group, L.L.C.

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.
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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