The Kluge Financial Group LLC

New York
Registered In
12/22/2004
Incorp. Date

Company Summary

The Kluge Financial Group LLC at Albany County lists The Kluge Financial Group Llc of Pleasantville, NY as the associate.

Overview

Registered In
New York
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
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People

The Kluge Financial Group Llc DOS Process
520 BEDFORD RD, PLEASANTVILLE, NY 10570

Map & Locations

Albany County View Map

Financials

Financial Information for The Kluge Financial Group LLC

Form 5500

THE KLUGE FINANCIAL GROUP LLC

520 Bedford Road, Pleasantville, Ny 10570 (914) 769-0044 EIN:20-2155682 Plan Admin:Donald Kluge
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTHE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$3,164,396 / $4,174,132 2023 THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 5 / 6 $3,164,396 / $4,174,132
2022 Plan NameTHE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$3,673,972 / $3,164,396 2022 THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 3 / 5 $3,673,972 / $3,164,396
2021 Plan NameTHE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$3,167,351 / $3,673,972 2021 THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 3 / 3 $3,167,351 / $3,673,972
2020 Plan NameTHE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,550,415 / $3,167,351 2020 THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 3 / 3 $2,550,415 / $3,167,351
2019 Plan NameTHE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,186,104 / $2,550,415 2019 THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 3 / 3 $2,186,104 / $2,550,415
Benefit & Retirement Plans based on Form 5500.
PPP Loans

THE KLUGE FINANCIAL GROUP LLC

520 Bedford Rd, Pleasantville, Ny 10570-2930
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$77,700 Forgiven$78,498 LenderTompkins Community Bank Jobs5 04/15/2020 $77,700 $78,498 Tompkins Community Bank 5
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
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