Milestone Financial Planning, LLC
New Hampshire
Registered In
01/07/2016
Incorp. Date
Company Summary
Milestone Financial Planning, LLC in Bedford, NH was registered on 01/07/2016. It is listed at 2 Commerce Dr, Bedford, Nh 03110.
Overview
Registered In
New Hampshire
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Reserved Name Expired
Registration Type
Domestic
Search Other Resources
People
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Not Available
Registered Agent
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Not Available
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Map & Locations
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2 COMMERCE DR, BEDFORD, NH 03110
(Mailing)
View Map
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Financials
Financial Information for Milestone Financial Planning, LLC
Form 5500
MILESTONE FINANCIAL PLANNING, LLC
3 Executive Park Suite 200, Bedford, Nh 03110 (603) 589-8010 EIN:10-0000873 Plan Admin:Compass 360, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$611,107 / $756,408 | 2023 | MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 18 / 15 | $611,107 / $756,408 |
| 2022 | Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$428,615 / $611,107 | 2022 | MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 12 / 12 | $428,615 / $611,107 |
| 2021 | Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY7 / 12 Assets BOY/EOY$304,156 / $428,615 | 2021 | MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 7 / 12 | $304,156 / $428,615 |
| 2020 | Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$133,762 / $304,156 | 2020 | MILESTONE FINANCIAL PLANNING, LLC - Plan #001 | 6 / 7 | $133,762 / $304,156 |
| 2019 | Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $133,762 | 2019 | MILESTONE FINANCIAL PLANNING, LLC - Plan #001 | 5 / 6 | $0 / $133,762 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MILESTONE FINANCIAL PLANNING, LLC
2 Commerce Dr, Bedford, Nh 03110-6699 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$108,930 Forgiven$109,596 LenderFirst Western Trust Bank Jobs5 | 04/09/2020 | $108,930 | $109,596 | First Western Trust Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:2 Commerce Dr Bedford, NH
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Nets Electronics, Inc.
Registered in West Virginia
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Milestone Financial Planning, LLC
Registered in Massachusetts
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Harvard, MA Bedford, NH | View Report | |
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Northeast Medical, LLC
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Northeast Medical, LLC
Registered in California
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Bedford, NH | View Report | |
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Nets Electronics, Inc.
Registered in New Hampshire
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Bedford, NH Nashua, NH | View Report | |
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R.J. Cole Solutions, LLC
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|
Bi-Weekly Mortgage Acceptance Corporation
Registered in New Hampshire
|
Bedford, NH | View Report | |
|
Jittergram, Inc.
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Bedford, NH | View Report | |
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Medical Microsystems, Inc.
Registered in Colorado
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Bedford, NH | View Report | |
|
Milestone Financial Planning, LLC
Registered in Maine
|
Bedford, NH Wells, ME | View Report | |
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Kfoury & Elliott Professional Association
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Stearns & Wheler, Inc.
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Telemark Management Inc.
Registered in New Hampshire
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Amherst, NH Bedford, NH | View Report | |
|
George B. Neal, M.D., P.C.
Registered in New Hampshire
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Bedford, NH | View Report | |
|
Jennifer L. Davidson, Cpa Pc
Registered in Massachusetts
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Bedford, NH | View Report | |
|
Managedops.Com, Inc.
Registered in Massachusetts
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Bedford, NH Boston, MA | View Report | |
|
Alliance Core Technologies, Inc.
Registered in New Hampshire
|
Bedford, NH | View Report | |
|
The Taylor Group Solutions Integrator, Inc.
Registered in New Hampshire
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Bedford, NH Manchester, NH | View Report | |
|
Nets Electronics, Inc.
Registered in Rhode Island
|
Bedford, NH | View Report | |
|
Jennifer L Davidson Cpa Pc
Registered in New Hampshire
|
Bedford, NH Concord, NH | View Report |
Related Business Names:
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Milestone Financial Planning, LLC
Registered in New Hampshire
|
Bedford, NH | View Report |
Sources
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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