Financial Services Advisory, Inc.

Rockville, MD

Florida

Registered In

10/01/2010

Incorp. Date

Foreign

Registration Type

Maryland

Foreign Jurisdiction

Company Summary

Financial Services Advisory, Inc. at One Church ST STE 901, Rockville, Md 20850 lists Joseph James E of Oak Hill, VA and Donohue Kim M of Rockville, MD.

Registered In: Florida
Incorporation Date: 10/01/2010
Registration Type: Foreign
Foreign Jurisdiction: Maryland
Company Type: Foreign Profit
Status: Inactive
EIN: 52-1237957
Website: fsainvest.com
Email: ***@fsainvest.com
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Applegate James H Registered Agent	5237 SUMMERLIN COMMONS BLVD, FORT M YERS, FL 33907
Joseph James E President	3051 PURPLE MARTIN PL, OAK HILL, VA 20171
Donohue Kim M Secretary	ONE CHURCH ST STE 901, ROCKVILLE, MD 20850

ONE CHURCH ST STE 901, ROCKVILLE, MD 20850 View Map

Financial Information for Financial Services Advisory, Inc.

Form 5500

FINANCIAL SERVICES ADVISORY, INC.

1 Church St. Suite 901, Rockville, Md 20850 (301) 949-7300 EIN:52-1237957 Plan Admin:James Joseph

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCIAL SERVICES ADVISORY, INC. 401K PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$3,007,953 / $3,874,979	2023	FINANCIAL SERVICES ADVISORY, INC. 401K PLAN - Plan #001	17 / 18	$3,007,953 / $3,874,979
2022	Plan NameFINANCIAL SERVICES ADVISORY, INC. 401K PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$3,702,385 / $3,007,953	2022	FINANCIAL SERVICES ADVISORY, INC. 401K PLAN - Plan #001	16 / 17	$3,702,385 / $3,007,953
2021	Plan NameFINANCIAL SERVICES ADVISORY, INC. 401K PLAN Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$3,238,645 / $3,702,385	2021	FINANCIAL SERVICES ADVISORY, INC. 401K PLAN - Plan #001	18 / 16	$3,238,645 / $3,702,385
2020	Plan NameFINANCIAL SERVICES ADVISORY, INC. 401K PLAN Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$2,610,091 / $3,238,645	2020	FINANCIAL SERVICES ADVISORY, INC. 401K PLAN - Plan #001	15 / 18	$2,610,091 / $3,238,645
2019	Plan NameFINANCIAL SERVICES ADVISORY, INC. 401K PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$2,198,001 / $2,610,091	2019	FINANCIAL SERVICES ADVISORY, INC. 401K PLAN - Plan #001	15 / 15	$2,198,001 / $2,610,091

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FINANCIAL SERVICES ADVISORY INC

1 Church Street, Suite 901, Rockville, Md 20850

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$291,257 Forgiven$294,481 LenderBremer Bank, National Association Jobs13	04/28/2020	$291,257	$294,481	Bremer Bank, National Association	13

PPP Loans based on Paycheck Protection Program.

Address Match:One Church St Rockville, MD

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

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