The Kluge Financial Group LLC at Albany County lists The Kluge Financial Group Llc of Pleasantville, NY as the associate.
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The Kluge Financial Group Llc
DOS Process
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520 BEDFORD RD, PLEASANTVILLE, NY 10570
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Albany County
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| 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 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/15/2020 | Approved$77,700 Forgiven$78,498 LenderTompkins Community Bank Jobs5 | 04/15/2020 | $77,700 | $78,498 | Tompkins Community Bank | 5 |
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