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