Norvest Financial Services, Inc.

Ohio
Registered In
11/13/2001
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

Norvest Financial Services, Inc. in Albany, NY was registered on 11/13/2001. It is listed at 39 Columbia St, Albany, Ny 12207.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Foreign Corporation
Status
C
Registration Type
Foreign
Foreign Jurisdiction
New York
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People

Ct Corporation System Registered Agent
1300 E 9TH ST, CLEVELAND, OH 44114

Map & Locations

39 COLUMBIA ST, ALBANY, NY 12207 View Map

Financials

Financial Information for Norvest Financial Services, Inc.

Form 5500

NORVEST FINANCIAL SERVICES, INC.

930 Albany-shaker Road, Latham, Ny 12110 (518) 782-9334 EIN:14-1739654 Plan Admin:William Wasserbach, Jr.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameNORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY9 / 9 Assets BOY/EOY$803,036 / $747,945 2022 NORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #004 9 / 9 $803,036 / $747,945
2021 Plan NameNORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY8 / 9 Assets BOY/EOY$624,431 / $803,036 2021 NORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #004 8 / 9 $624,431 / $803,036
2020 Plan NameNORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$486,748 / $624,431 2020 NORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #004 7 / 7 $486,748 / $624,431
2019 Plan NameNORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$341,268 / $486,748 2019 NORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #004 7 / 7 $341,268 / $486,748
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NORVEST FINANCIAL SERVICES INC

930 Albany Shaker Rd, LATHAM, NY 12110-1401 Industry:Other Accounting Services
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$101,195 Forgiven$101,869 LenderBank of America, National Association Jobs8 04/10/2020 $101,195 $101,869 Bank of America, National Association 8
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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