Phoenix Advisors, LLC

New Jersey

Registered In

07/16/2004

Incorp. Date

Company Summary

Phoenix Advisors, LLC in New Jersey was registered on 07/16/2004. It is listed at Bordentown.

Registered In

New Jersey

Incorporation Date

07/16/2004

Company Type

Domestic Limited Liability Company

Status

Not Available

Registration Type

Domestic

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BORDENTOWN View Map

Form 5500

625 Farnsworth Avenue, Bordentown, Nj 08505 (609) 291-0130 EIN:20-1382044 Plan Admin:Kathy A. Collins

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$4,092,294 / $5,328,341	2023	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	21 / 20	$4,092,294 / $5,328,341
2022	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$4,910,922 / $4,092,294	2022	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	19 / 19	$4,910,922 / $4,092,294
2021	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$3,994,171 / $4,910,922	2021	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	18 / 19	$3,994,171 / $4,910,922
2020	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$3,100,731 / $3,994,171	2020	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	18 / 18	$3,100,731 / $3,994,171
2019	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$2,193,556 / $3,100,731	2019	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	20 / 18	$2,193,556 / $3,100,731

Benefit & Retirement Plans based on Form 5500.

PPP Loans

625 Farnsworth Avenue n/a, Bordentown, NJ 08505-2028 Industry:All Other Professional, Scientific, and Technical Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$483,223 Forgiven$488,122 LenderThe Bank of Princeton Jobs22	04/13/2020	$483,223	$488,122	The Bank of Princeton	22

PPP Loans based on Paycheck Protection Program.

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• New Jersey Division of Revenue and Enterprise Services • U.S. Department of Labor • U.S. Small Business Administration