Cedar Brook Financial Partners LLC

Phillip A Ciano Registered Agent	101 W PROSPECT AVE SUITE 1610 CIANO & GOLDWASSER, LLP, CLEVELAND, OH 44115
Charles R. Schaefer

1301 E NINTH ST STE 3500, CLEVELAND, OH 44114 View Map

Form 5500

5885 Landerbrook Drive Suite 200, Cleveland, Oh 44124 (440) 683-9214 EIN:20-3168699 Plan Admin:April Menary

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY46 / 45 Assets BOY/EOY$3,253,092 / $2,931,321	2023	CEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001	46 / 45	$3,253,092 / $2,931,321
2022	Plan NameCEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY43 / 44 Assets BOY/EOY$4,726,112 / $3,253,092	2022	CEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001	43 / 44	$4,726,112 / $3,253,092
2021	Plan NameCEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY47 / 42 Assets BOY/EOY$3,978,372 / $4,726,112	2021	CEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001	47 / 42	$3,978,372 / $4,726,112
2020	Plan NameCEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY41 / 47 Assets BOY/EOY$3,492,705 / $3,978,372	2020	CEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001	41 / 47	$3,492,705 / $3,978,372
2019	Plan NameCEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY42 / 41 Assets BOY/EOY$2,867,748 / $3,492,705	2019	CEDAR BROOK FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001	42 / 41	$2,867,748 / $3,492,705

Benefit & Retirement Plans based on Form 5500.

PPP Loans

5885 LANDERBROOK DR Suite 200, CLEVELAND, OH 44124-4031 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$482,226 Forgiven$485,441 LenderFirst National Bank of Pennsylvania Jobs54	04/29/2020	$482,226	$485,441	First National Bank of Pennsylvania	54

PPP Loans based on Paycheck Protection Program.

Address Match:1301 E Ninth St Ste 3500 Cleveland, OH

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The following government agencies have contributed data:

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

Company Summary