Covenant Financial Advisors

Ohio
Registered In
05/07/2007
Incorp. Date

Company Summary

Covenant Financial Advisors in Ohio was registered on 05/07/2007. The status for this business is listed as a.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Registered Trade Name
Status
A
Registration Type
Domestic
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People

Neal D. Clemens, Clu, Chfc, Inc. Registered Agent
PO BOX 765, SUGARCREEK, OH 44681

Financials

Financial Information for Covenant Financial Advisors

Form 5500

COVENANT FINANCIAL ADVISORS

PO Box 765, Sugarcreek, Oh 44681 (330) 852-7800 EIN:20-4629645 Plan Admin:Anthony Warren
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCOVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$98,341 / $129,080 2022 COVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001 8 / 7 $98,341 / $129,080
2021 Plan NameCOVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$61,928 / $98,341 2021 COVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001 7 / 7 $61,928 / $98,341
2020 Plan NameCOVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$27,679 / $61,928 2020 COVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001 6 / 7 $27,679 / $61,928
2019 Plan NameCOVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,956 / $27,679 2019 COVENANT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001 4 / 5 $1,956 / $27,679
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Covenant Financial Advisors Registered in Pennsylvania
Beaver, PA View Report
Covenant Financial Advisors, Inc. Registered in Oklahoma
Cordell, OK View Report
Covenant Financial Advisors, LLC Registered in Oregon
Sherwood, OR View Report

Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor
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