First Risk Advisors, Inc.

Ct Corporation System Registered Agent

1300 E NINTH ST, CLEVELAND, OH 44114

400 MARYLAND DR STE 100, FORT WASHINGTON, PA 19034 View Map

Form 5500

67 West Court Street, Doylestown, Pa 18901 (267) 880-2300 EIN:23-2849332 Plan Admin:David Opperman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameFIRST RISK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY29 / 26 Assets BOY/EOY$4,275,865 / $5,030,008	2021	FIRST RISK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	29 / 26	$4,275,865 / $5,030,008
2020	Plan NameFIRST RISK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY30 / 28 Assets BOY/EOY$3,178,036 / $4,275,865	2020	FIRST RISK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	30 / 28	$3,178,036 / $4,275,865
2020	Plan NameFIRST RISK ADVISORS INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY25 / 24 Assets BOY/EOY$150,198 / $341,425	2020	FIRST RISK ADVISORS INC. DEFINED BENEFIT PLAN - Plan #002	25 / 24	$150,198 / $341,425
2019	Plan NameFIRST RISK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY28 / 30 Assets BOY/EOY$2,344,870 / $3,178,036	2019	FIRST RISK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	28 / 30	$2,344,870 / $3,178,036
2019	Plan NameFIRST RISK ADVISORS INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY20 / 20 Assets BOY/EOY$0 / $150,198	2019	FIRST RISK ADVISORS INC. DEFINED BENEFIT PLAN - Plan #002	20 / 20	$0 / $150,198

Benefit & Retirement Plans based on Form 5500.

PPP Loans

67 W Court St, Doylestown, PA 18901-4223 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/25/2021	Approved$338,512 Forgiven$341,465 LenderFirst Citizens Community Bank Jobs22	01/25/2021	$338,512	$341,465	First Citizens Community Bank	22
04/28/2020	Approved$395,400 Forgiven$401,089 LenderFirst Citizens Community Bank Jobs29	04/28/2020	$395,400	$401,089	First Citizens Community Bank	29

PPP Loans based on Paycheck Protection Program.

Address Match:400 Maryland Dr Ste 100 Fort Washington, PA

First Student Programs, LLC Registered in Pennsylvania	Fort Washington, PA	View Report
First Underwriters, Inc. Registered in Ohio	Cleveland, OH Fort Washington, PA	View Report
Insursource, Inc. Registered in Ohio	Cleveland, OH Doylestown, PA (1 more)	View Report
First Risk Advisors, Inc. Registered in Oklahoma	Fort Washington, PA Oklahoma City, OK	View Report
First Student Programs, LLC Registered in Colorado	Denver, CO Fort Washington, PA	View Report
First Underwriters Inc Registered in Colorado	Centennial, CO Fort Washington, PA	View Report

Address Match:400 Maryland Dr Fort Washington, PA

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Related Business Names:

First Risk Advisors, Inc. Registered in New York	Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in Ohio	Columbus, OH Horsham, PA (1 more)	View Report
First Risk Advisors, Inc. Registered in New Mexico	Doylestown, PA Philadelphia, PA (1 more)	View Report
First Risk Advisors, Inc. Registered in Pennsylvania	Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in Virginia	Horsham, PA Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in North Dakota	Bismarck, ND Horsham, PA (1 more)	View Report
First Risk Advisors, Inc. Registered in Massachusetts	Horsham, PA Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in Nevada	Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in Minnesota	Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in Idaho	Horsham, PA Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in Alabama	Horsham, PA Montgomery, AL (1 more)	View Report
First Risk Advisors, Inc. Registered in Alaska	Horsham, PA Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in New Hampshire	Concord, NH Horsham, PA (1 more)	View Report
First Risk Advisors, Inc. Registered in Texas	Dallas, TX Doylestown, PA	View Report
First Risk Advisors, Inc. Registered in Nevada	Warrington, PA	View Report
First Risk Advisors, Inc. Registered in Arkansas	Ft, WA	View Report

The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary