Viewcrest Advisors, LTD. at 70 View Crest Dr, Falmouth, Ma 02540 lists Kathleen Yazbak of Falmouth, MA as the associate.
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Secretary Of State
Registered Agent
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2 S SALISBURY ST, RALEIGH, NC 27601
PO BOX 29622, RALEIGH, NC 27626
(Mailing)
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Kathleen Yazbak
President
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70 VIEW CREST DR, FALMOUTH, MA 02540
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70 VIEW CREST DR, FALMOUTH, MA 02540
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameVIEWCREST ADVISORS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$964,717 / $1,174,267 | 2023 | VIEWCREST ADVISORS, LTD. 401(K) PLAN - Plan #001 | 4 / 3 | $964,717 / $1,174,267 |
| 2022 | Plan NameVIEWCREST ADVISORS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,069,920 / $964,717 | 2022 | VIEWCREST ADVISORS, LTD. 401(K) PLAN - Plan #001 | 3 / 3 | $1,069,920 / $964,717 |
| 2021 | Plan NameVIEWCREST ADVISORS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$916,416 / $1,069,920 | 2021 | VIEWCREST ADVISORS, LTD. 401(K) PLAN - Plan #001 | 3 / 3 | $916,416 / $1,069,920 |
| 2020 | Plan NameVIEWCREST ADVISORS, LTD 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$725,832 / $916,416 | 2020 | VIEWCREST ADVISORS, LTD 401(K) PLAN - Plan #001 | 3 / 3 | $725,832 / $916,416 |
| 2019 | Plan NameVIEWCREST ADVISORS, LTD 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$539,656 / $725,832 | 2019 | VIEWCREST ADVISORS, LTD 401(K) PLAN - Plan #001 | 3 / 3 | $539,656 / $725,832 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$50,957 Forgiven$42,934 LenderRockland Trust Company Jobs3 | 04/13/2020 | $50,957 | $42,934 | Rockland Trust Company | 3 |
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Registered in Massachusetts
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