Betz Financial Advisory, LLC

Registered In: Massachusetts
Incorporation Date: 12/30/2014
Registration Type: Foreign
Foreign Jurisdiction: Maryland
Company Type: Foreign Limited Liability Company (Llc)
Status: Inactive
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Timothy Smith Registered Agent	225 FRIEND ST. STE. 600 SMITH COMPANIES, LTD, BOSTON, MA 02114
D. William Betz Jr REAL PROPERTY	6404 IVY LN STE 740, GREENBELT, MD 20770

6404 IVY LN STE 740, GREENBELT, MD 20770 View Map

Financial Information for Betz Financial Advisory, LLC

Form 5500

BETZ, FINANCIAL ADVISORY LLC

6406 Ivy Lane Suite 220, Greenbelt, Md 20770 (301) 220-2100 EIN:20-3463812 Plan Admin:Bill Betz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,465,508 / $1,896,907	2023	BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001	9 / 9	$1,465,508 / $1,896,907
2022	Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,602,516 / $1,465,508	2022	BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001	9 / 9	$1,602,516 / $1,465,508
2021	Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,329,430 / $1,602,516	2021	BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001	9 / 9	$1,329,430 / $1,602,516
2020	Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,196,234 / $1,329,430	2020	BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001	9 / 9	$1,196,234 / $1,329,430
2019	Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$991,169 / $1,196,234	2019	BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001	9 / 8	$991,169 / $1,196,234

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BETZ FINANCIAL ADVISORY LLC

6406 Ivy Ln Ste 220, Greenbelt, MD 20770-1435 Industry:Insurance Agencies and Brokerages Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/26/2021	Approved$148,203 Forgiven$148,983 LenderSandy Spring Bank Jobs8	01/26/2021	$148,203	$148,983	Sandy Spring Bank	8
04/13/2020	Approved$148,203 Forgiven$149,665 LenderSandy Spring Bank Jobs7	04/13/2020	$148,203	$149,665	Sandy Spring Bank	7

PPP Loans based on Paycheck Protection Program.

Address Match:6404 Ivy Ln Ste 740 Greenbelt, MD

Betz Financial Advsory, LLC Registered in North Carolina	Greenbelt, MD Raleigh, NC		View Report

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Address Match:6404 Ivy Ln Greenbelt, MD

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The following government agencies have contributed data:

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Betz Financial Advisory, LLC

Company Summary

Financial Information for Betz Financial Advisory, LLC

BETZ, FINANCIAL ADVISORY LLC

BETZ FINANCIAL ADVISORY LLC