Automated Financial Systems, Inc.
North Carolina
Registered In
03/13/2003
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction
Company Summary
Automated Financial Systems, Inc. at 123 Summit Dr, Exton, Pa 19341 lists Richard Bare and James Greenwood of Exton, PA as associates.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Pennsylvania
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
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Richard Bare
President
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123 SUMMIT DR, EXTON, PA 19341
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James Greenwood
Chairman
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123 SUMMIT DR, EXTON, PA 19341
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Melissa Hofer
COO
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123 SUMMIT DR, EXTON, PA 19341
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123 SUMMIT DR, EXTON, PA 19341
View Map
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Financial Information for Automated Financial Systems, Inc.
Form 5500
AUTOMATED FINANCIAL SYSTEMS, INC.
123 Summit Drive, Exton, Pa 19341 (610) 524-9300 EIN:23-1724335 Plan Admin:Amy Mceldowney| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameAUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN Plan #001 Participants BOY/EOY404 / 377 Assets BOY/EOY$70,738,779 / $76,821,412 | 2023 | AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN - Plan #001 | 404 / 377 | $70,738,779 / $76,821,412 |
| 2022 | Plan NameAUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN Plan #001 Participants BOY/EOY394 / 404 Assets BOY/EOY$88,340,020 / $70,738,779 | 2022 | AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN - Plan #001 | 394 / 404 | $88,340,020 / $70,738,779 |
| 2022 | Plan NameAUTOMATED FINANCIAL SYSTEMS, INC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY305 / 330 Assets BOY/EOY$0 / $0 | 2022 | AUTOMATED FINANCIAL SYSTEMS, INC HEALTH AND WELFARE PLAN - Plan #501 | 305 / 330 | $0 / $0 |
| 2021 | Plan NameAUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN Plan #001 Participants BOY/EOY388 / 394 Assets BOY/EOY$79,906,750 / $88,340,020 | 2021 | AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN - Plan #001 | 388 / 394 | $79,906,750 / $88,340,020 |
| 2021 | Plan NameAUTOMATED FINANCIAL SYSTEMS, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY307 / 318 Assets BOY/EOY$0 / $0 | 2021 | AUTOMATED FINANCIAL SYSTEMS, INC. HEALTH AND WELFARE PLAN - Plan #501 | 307 / 318 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
AUTOMATED FINANCIAL SYSTEMS INC
123 Summit Dr STE 2, Exton, Pa 19341-2825 Industry:Custom Computer Programming Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$5,728,500 Forgiven$5,794,696 LenderTruist Bank Jobs313 | 04/10/2020 | $5,728,500 | $5,794,696 | Truist Bank | 313 |
PPP Loans based on Paycheck Protection Program.
Address Match:123 Summit Dr Exton, PA
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Related Business Names:
Person/City Match:James Greenwood - Exton, PA
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Ellenwood Development Company
Registered in Pennsylvania
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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