Forte Financial, LLC

Tennessee
Registered In
01/11/2021
Incorp. Date
Foreign
Registration Type
Connecticut
Foreign Jurisdiction

Company Summary

Forte Financial, LLC in Ridgefield, CT was registered on 01/11/2021. It is listed at 96 Danbury Rd, Ridgefield, Ct 06877.

Registered In
Tennessee
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Connecticut
Company Type
Limited Liability Company
Status
Active
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Legalcorp Solutions, Llc Registered Agent
119 S MAIN ST STE 500, MEMPHIS, TN 38103
96 DANBURY RD, RIDGEFIELD, CT 06877 View Map

Financial Information for Forte Financial, LLC

Form 5500

FORTE FINANCIAL, LLC

96 Danbury Road, Ridgefield, Ct 06877 (203) 942-6860 EIN:84-1913234 Plan Admin:James Forte
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFORTE FINANCIAL, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$325,556 / $347,741 2023 FORTE FINANCIAL, LLC CASH BALANCE PLAN - Plan #001 4 / 4 $325,556 / $347,741
2023 Plan NameFORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN Plan #002 Participants BOY/EOY5 / 7 Assets BOY/EOY$104,278 / $194,707 2023 FORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN - Plan #002 5 / 7 $104,278 / $194,707
2022 Plan NameFORTE FINANCIAL, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$297,235 / $325,556 2022 FORTE FINANCIAL, LLC CASH BALANCE PLAN - Plan #001 4 / 4 $297,235 / $325,556
2022 Plan NameFORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$42,374 / $104,278 2022 FORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN - Plan #002 5 / 5 $42,374 / $104,278
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FORTE FINANCIAL, LLC

96 Danbury Rd, Ridgefield, Ct 06877 Industry:Mortgage and Nonmortgage Loan Brokers
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$20,832 Forgiven$21,023 LenderManufacturers and Traders Trust Company Jobs1 04/29/2020 $20,832 $21,023 Manufacturers and Traders Trust Company 1
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Forte Financial Professionals LLC Registered in New Jersey
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Forte Financial Services, LLC Registered in New York
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Forte Financial, LLC Registered in Michigan
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Forte Financial, LLC Registered in New York
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Forte Financial Firm, LLC Registered in California
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Forte Financial Mortgage Group, LLC Registered in Pennsylvania
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Forte Financial, LLC Registered in Massachusetts
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Forte Financial, LLC Registered in Connecticut
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Forte Financial, LLC Registered in Florida
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Maison Forte Financial LLC Registered in Oregon
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Forte Financial Group, LLC Registered in Utah
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Forte Financial Group LLC Registered in Washington
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Forte Financial, LLC Registered in North Carolina
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Forte Financial Group LLC Registered in Colorado
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Forte Financial LLC Registered in Florida
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The Forte Financial Estate, LLC Registered in Florida
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The following government agencies have contributed data:

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