Copper Beech Financial Group LLC
New Jersey
New Jersey
Registered In
12/09/2009
Incorp. Date
Company Summary
Copper Beech Financial Group LLC in New Jersey was registered on 12/09/2009. It is listed at Moorestown.
- Registered In
- New Jersey
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
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- SEC | EDGAR Trellis.Law Recent News
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MOORESTOWN
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Financial Information for Copper Beech Financial Group LLC
Form 5500
COPPER BEECH FINANCIAL GROUP, LLC
1223 North Church Street 1st Floor, Moorestown, Nj 08057 (856) 988-8300 EIN:27-0331584 Plan Admin:Michael Parise| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$542,825 / $718,064 | 2023 | COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 7 / 6 | $542,825 / $718,064 |
| 2022 | Plan NameCOPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY7 / 8 Assets BOY/EOY$847,146 / $785,917 | 2022 | COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN - Plan #003 | 7 / 8 | $847,146 / $785,917 |
| 2022 | Plan NameCOPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$650,868 / $542,825 | 2022 | COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 7 / 7 | $650,868 / $542,825 |
| 2021 | Plan NameCOPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY7 / 7 Assets BOY/EOY$694,315 / $847,146 | 2021 | COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN - Plan #003 | 7 / 7 | $694,315 / $847,146 |
| 2021 | Plan NameCOPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$521,711 / $650,868 | 2021 | COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 7 / 7 | $521,711 / $650,868 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COPPER BEECH FINANCIAL GROUP LLC
1223 N Church St, Moorestown, NJ 08057-1135 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/03/2021 | Approved$120,817 Forgiven$122,356 LenderLive Oak Banking Company Jobs7 | 02/03/2021 | $120,817 | $122,356 | Live Oak Banking Company | 7 |
| 04/09/2020 | Approved$81,600 Forgiven$82,181 LenderLive Oak Banking Company Jobs8 | 04/09/2020 | $81,600 | $82,181 | Live Oak Banking Company | 8 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Copper Beech Financial Group, LLC
Registered in Michigan
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Bloomfield Hills, MI | View Report |
The following government agencies have contributed data:
New Jersey Division of Revenue and Enterprise Services U.S. Department of Labor U.S. Small Business Administration
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