Highland Financial Advisors, LLC

New York
Registered In
05/07/1997
Incorp. Date
Foreign
Registration Type
New Jersey
Foreign Jurisdiction

Company Summary

Highland Financial Advisors, LLC at New York County lists Highland Financial Advisors, Llc of Paramus, NJ as the associate.

Registered In
New York
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New Jersey
Company Type
Foreign Limited Liability Company
Status
Not Available
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SEC | EDGAR Trellis.Law Recent News
Michael Edwards, Cpa, Edwards & Topple, Llp Registered Agent
50 JACKSON AVE, SYOSSET, NY 11791
Highland Financial Advisors, Llc DOS Process
210 ROUTE FOUR E STE 308A, PARAMUS, NJ 07652
New York County View Map

Financial Information for Highland Financial Advisors, LLC

Form 5500

HIGHLAND FINANCIAL ADVISORS, LLC

1680 Rt. 23 North - STE 210, Wayne, Nj 07470 (973) 557-2933 EIN:22-3469533 Plan Admin:Reed Fraasa
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameHIGHLAND FINANCIAL ADVISORS, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,831,927 / $2,438,800 2023 HIGHLAND FINANCIAL ADVISORS, LLC 401(K) SAVINGS PLAN - Plan #001 10 / 12 $1,831,927 / $2,438,800
2022 Plan NameHIGHLAND FINANCIAL ADVISORS, LLC 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,081,099 / $1,831,927 2022 HIGHLAND FINANCIAL ADVISORS, LLC 401(K) SAVINGS PLAN - Plan #001 10 / 10 $2,081,099 / $1,831,927
2021 Plan NameHIGHLAND FINANCIAL ADVISORS, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,632,487 / $2,081,099 2021 HIGHLAND FINANCIAL ADVISORS, LLC 401K SAVINGS PLAN - Plan #001 9 / 10 $1,632,487 / $2,081,099
2020 Plan NameHIGHLAND FINANCIAL ADVISORS, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,260,390 / $1,632,487 2020 HIGHLAND FINANCIAL ADVISORS, LLC 401K SAVINGS PLAN - Plan #001 7 / 7 $1,260,390 / $1,632,487
2019 Plan NameHIGHLAND FINANCIAL ADVISORS, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$955,961 / $1,260,390 2019 HIGHLAND FINANCIAL ADVISORS, LLC 401K SAVINGS PLAN - Plan #001 6 / 7 $955,961 / $1,260,390
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HIGHLAND FINANCIAL ADVISORS LLC

1680 Route 23, Wayne, Nj 07470
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$127,337 Forgiven$127,982 LenderColumbia Bank Jobs8 04/27/2020 $127,337 $127,982 Columbia Bank 8
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Highland Financial Advisors, LLC Registered in New Jersey
View Report
Highland Financial Advisors, LLC Registered in Florida
Saint Augustine, FL View Report
Highland Financial Advisors, LLC Registered in Texas
Corsicana, TX Flower Mound, TX View Report
Highland Financial Advisors, LLC Registered in Massachusetts
Wellesley, MA View Report
Highland Financial Advisors, LLC Registered in Georgia
Alpharetta, GA View Report

The following government agencies have contributed data:

New York Department of State U.S. Department of Labor U.S. Small Business Administration
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