The Jeffrey Matthews Financial Group LLC

National Registered Agents, Inc Registered Agent

4400 EASTON COMMON WAY STE 125 WAY, COLUMBUS, OH 43219

30 VREELAND RD STE 210, FLORHAM PARK, NJ 07932 View Map

Form 5500

30b Vreeland Road, Suite 210, Florham Park, Nj 07932 (973) 805-6222 EIN:22-3470463 Plan Admin:Jeffrey R Halpert

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY48 / 49 Assets BOY/EOY$4,050,081 / $5,117,631	2023	THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001	48 / 49	$4,050,081 / $5,117,631
2022	Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY42 / 49 Assets BOY/EOY$4,843,214 / $4,050,081	2022	THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001	42 / 49	$4,843,214 / $4,050,081
2021	Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY47 / 43 Assets BOY/EOY$3,947,643 / $4,843,214	2021	THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001	47 / 43	$3,947,643 / $4,843,214
2020	Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY47 / 47 Assets BOY/EOY$3,251,807 / $3,947,643	2020	THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001	47 / 47	$3,251,807 / $3,947,643
2019	Plan NameTHE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY44 / 49 Assets BOY/EOY$2,499,557 / $3,251,807	2019	THE JEFFREY MATTHEWS GROUP, LLC 401(K) PLAN - Plan #001	44 / 49	$2,499,557 / $3,251,807

Benefit & Retirement Plans based on Form 5500.

PPP Loans

30B Vreeland Rd, STE 210, Florham Park, NJ 07927 Industry:Other Accounting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$542,000 Forgiven$546,514 LenderLoan Source Incorporated Jobs42	04/30/2020	$542,000	$546,514	Loan Source Incorporated	42

PPP Loans based on Paycheck Protection Program.

Related Business Names:

The Jeffrey Matthews Financial Group, LLC Registered in New York	Florham Park, NJ	View Report
The Jeffrey Matthews Financial Group LLC Registered in Connecticut	Florham Park, NJ Short Hills, NJ	View Report
The Jeffrey Matthews Financial Group LLC Registered in California	Florham Park, NJ (1 more)	View Report
The Jeffrey Matthews Financial Group, LLC Registered in Missouri	Clayton, MO	View Report
The Jeffrey Matthews Financial Group LLC Registered in Alabama	Florham Park, NJ Montgomery, AL	View Report
The Jeffrey Matthews Financial Group, LLC Registered in Colorado	Centennial, CO Florham Park, CO (1 more)	View Report

Address Match:30 Vreeland Rd Ste 210 Florham Park, NJ

Jeffrey Matthews Wealth Management LLC Registered in Connecticut	Florham Park, NJ Short Hills, NJ	View Report
Jeffrey Matthews Wealth Management LLC Registered in Missouri	Clayton, MO Florham Park, NJ	View Report
Jeffrey Matthews Wealth Management LLC Registered in California	Florham Park, NJ	View Report
The Jeffrey Matthews Financial Group, L.L.C. Registered in Massachusetts	Florham Park, NJ	View Report
The Jeffrey Matthews Financial Group, L.L.C. Registered in Florida	Florham Park, NJ	View Report
Jeffrey Matthews Advisory Group LLC Registered in Connecticut	Florham Park, NJ Short Hills, NJ	View Report
Jeffrey Matthews Wealth Management LLC Registered in Colorado	Centennial, CO Florham Park, NJ	View Report
Wandco Properties, LLC Registered in Colorado	Dallas, TX Florham Park, NJ (1 more)	View Report
Jeffrey Matthews Wealth Management LLC Registered in Alabama	Florham Park, NJ Montgomery, AL	View Report
The Jeffrey Matthews Financial Group, L.L.C. Registered in Mississippi	Florham Park, NJ	View Report
Jeffrey Matthews Advisory Group LLC Registered in Florida	Florham Park, NJ Safety Harbor, FL	View Report
Jeffrey Matthews Advisory Group LLC Registered in Alabama	Florham Park, NJ Montgomery, AL	View Report
Jeffrey Matthews Wealth Management LLC Registered in North Carolina	Florham Park, NJ Raleigh, NC	View Report
The Jeffrey Matthews Financial Group, L.L.C. Registered in North Carolina	Florham Park, NJ Raleigh, NC	View Report

Address Match:30 Vreeland Rd Florham Park, NJ

Burrelle's Information Services, LLC Registered in California	Florham Park, NJ	View Report
East Coast Surety Agency, LLC Registered in Wyoming	Cheyenne, WY Florham Park, NJ	View Report
Mld Mortgage Inc. Registered in Virginia	Florham Park, NJ	View Report
Technology Resource Management, Inc. Registered in Florida	Florham Park, NJ Plantation, FL	View Report
Mld Mortgage Inc. Registered in Idaho	Florham Park, NJ Nampa, ID	View Report
Skg Consulting, Inc. Registered in Ohio	Columbus, OH Florham Park, NJ	View Report
Continuiti Interim Hr Professionals Registered in California	Florham Park, NJ	View Report
Human Resource Management, Inc. Registered in Florida	Florham Park, NJ	View Report
Mld Mortgage Registered in Vermont	Florham Park, NJ	View Report
Mortgage Lending Direct Registered in North Dakota	Florham Park, NJ	View Report
East Coast Surety Agency, LLC Registered in North Dakota	Florham Park, NJ Bismarck, ND	View Report
Continuiti L.L.C. (Qualified Under Assumed Name) Registered in Tennessee	Florham Park, NJ Nashville, TN	View Report
East Coast Surety Agency, LLC Registered in Tennessee	Florham Park, NJ Nashville, TN	View Report
Brown & Brown Metro, Inc. Registered in New Mexico	Espanola, NM (1 more)	View Report
East Coast Surety Agency, LLC Registered in New Hampshire	Florham Park, NJ	View Report

The following government agencies have contributed data:

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

Company Summary