Rock Point Advisors, LLC

Burlington, VT

Vermont

Registered In

05/21/2004

Incorp. Date

Company Summary

Rock Point Advisors, LLC at 77 College ST FL 4th, Burlington, Vt 05401 lists Timothy Humphrey of Burlington, VT and Michael L Huffman as associates.

Michael L. Huffman Registered Agent	77 COLLEGE ST 4TH FL, BURLINGTON, VT 05401
Timothy Humphrey Member	77 COLLEGE ST FL 4TH, BURLINGTON, VT 05401
Michael L Huffman Manager	77 COLLEGE ST 4TH FLOOR, BURLINGTON
Todd A Wulfson Manager	77 COLLEGE ST 4TH FLOOR, BURLINGTON

77 COLLEGE ST FL 4TH, BURLINGTON, VT 05401 View Map

Form 5500

77 College St, 4th Floor, Burlington, Vt 05401 (802) 864-2266 EIN:20-1192730 Plan Admin:Rock Point Advisors, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROCK POINT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,549,854 / $4,379,676	2023	ROCK POINT ADVISORS, LLC 401(K) PLAN - Plan #001	11 / 11	$3,549,854 / $4,379,676
2022	Plan NameROCK POINT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$4,887,230 / $3,549,854	2022	ROCK POINT ADVISORS, LLC 401(K) PLAN - Plan #001	12 / 11	$4,887,230 / $3,549,854
2021	Plan NameROCK POINT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$3,624,119 / $4,887,230	2021	ROCK POINT ADVISORS, LLC 401(K) PLAN - Plan #001	9 / 11	$3,624,119 / $4,887,230
2020	Plan NameROCK POINT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$3,082,626 / $3,624,119	2020	ROCK POINT ADVISORS, LLC 401(K) PLAN - Plan #001	9 / 9	$3,082,626 / $3,624,119
2019	Plan NameROCK POINT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,204,481 / $3,082,626	2019	ROCK POINT ADVISORS, LLC 401(K) PLAN - Plan #001	9 / 9	$2,204,481 / $3,082,626

Benefit & Retirement Plans based on Form 5500.

PPP Loans

77 College Street, BURLINGTON, VT 05401

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$91,148 Forgiven$91,925 LenderCommunity Bank, National Association Jobs6	04/29/2020	$91,148	$91,925	Community Bank, National Association	6

PPP Loans based on Paycheck Protection Program.

Address Match:77 College St Burlington, VT

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The following government agencies have contributed data:

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

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