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Measured Wealth Private Client Group, LLC

Portsmouth, NH
New Hampshire
Registered In
02/13/2008
Incorp. Date

Company Summary

Measured Wealth Private Client Group, LLC at 303 Islington St, Portsmouth, Nh 03801 lists Edward H Benway of Portsmouth, NH as the associate.

Registered In
New Hampshire
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Good Standing
Phone
(207) 351-****
Website
Email
*******@measuredwealth.net
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Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Forman, Fred J, Esq Registered Agent
74 GILCREAST RD, LONDONDERRY, NH 03053
Edward H Benway Manager
303 ISLINGTON ST, PORTSMOUTH, NH 03801
303 ISLINGTON ST, PORTSMOUTH, NH 03801 View Map

Financial Information for Measured Wealth Private Client Group, LLC

Form 5500

MEASURED WEALTH PRIVATE CLIENT GROUP LLC

303 Islington Street, Portsmouth, Nh 03801 (603) 431-1444 EIN:26-1987216 Plan Admin:Edward Benway
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,227,699 / $1,475,217 2022 MEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN - Plan #002 7 / 6 $1,227,699 / $1,475,217
2022 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 12 Assets BOY/EOY$933,066 / $992,081 2022 MEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN - Plan #001 9 / 12 $933,066 / $992,081
2021 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 7 Assets BOY/EOY$761,657 / $1,227,699 2021 MEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN - Plan #002 8 / 7 $761,657 / $1,227,699
2021 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$646,562 / $933,066 2021 MEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN - Plan #001 8 / 8 $646,562 / $933,066
2020 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$355,346 / $761,657 2020 MEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN - Plan #002 6 / 7 $355,346 / $761,657
2020 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$420,148 / $646,562 2020 MEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN - Plan #001 6 / 7 $420,148 / $646,562
2019 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 3 Assets BOY/EOY$0 / $420,148 2019 MEASURED WEALTH PRIVATE CLIENT GROUP LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 3 $0 / $420,148
2019 Plan NameMEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $355,346 2019 MEASURED WEALTH PRIVATE CLIENT GROUP LLC CASH BALANCE PLAN - Plan #002 3 / 3 $0 / $355,346
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

303 Islington Street, PORTSMOUTH, NH 03801 Industry:All Other Business Support Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$202,500 Forgiven$203,809 LenderLoan Source Incorporated Jobs11 04/15/2020 $202,500 $203,809 Loan Source Incorporated 11
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

New Hampshire Department of State U.S. Department of Labor U.S. Small Business Administration
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