Key Client Financial Advisors, LLC

New Jersey
Registered In
03/24/2004
Incorp. Date

Company Summary

Key Client Financial Advisors, LLC in New Jersey was registered on 03/24/2004. It is listed at Fairfield.

Registered In
New Jersey
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Not Available
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Financial Information for Key Client Financial Advisors, LLC

Form 5500

KEY CLIENT FINANCIAL ADVISORS L.L.C.

363 Route 46 West Third Floor, Fairfield, Nj 07004 (973) 244-4143 EIN:20-0955703 Plan Admin:Frank M. Calabrese
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameKEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,228,406 / $1,427,676 2023 KEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN - Plan #001 4 / 4 $1,228,406 / $1,427,676
2022 Plan NameKEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,324,684 / $1,228,406 2022 KEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN - Plan #001 4 / 4 $1,324,684 / $1,228,406
2021 Plan NameKEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,121,620 / $1,324,684 2021 KEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN - Plan #001 5 / 4 $1,121,620 / $1,324,684
2020 Plan NameKEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$956,227 / $1,121,620 2020 KEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN - Plan #001 5 / 5 $956,227 / $1,121,620
2019 Plan NameKEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$794,729 / $956,227 2019 KEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN - Plan #001 7 / 5 $794,729 / $956,227
Benefit & Retirement Plans based on Form 5500.
PPP Loans

KEY CLIENT FINANCIAL ADVISORS, LLC

363 Route 46 West, Fairfield, Nj 07004
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$22,075 Forgiven$22,223 LenderLoan Source Incorporated Jobs2 04/27/2020 $22,075 $22,223 Loan Source Incorporated 2
PPP Loans based on Paycheck Protection Program.

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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