Quantum Financial Strategies, Inc. in Mount Kisco, NY was registered on 11/05/2012. It is listed at 100 S Bedford Rd STE 340, Mount Kisco, Ny 10549.
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Corporation Service Company
Registered Agent
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3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221
(View Past Addresses)
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100 S BEDFORD RD STE 340, MOUNT KISCO, NY 10549
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameQUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,794,254 / $2,238,750 | 2022 | QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 5 / 5 | $2,794,254 / $2,238,750 |
| 2021 | Plan NameQUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,318,731 / $2,794,254 | 2021 | QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 5 / 5 | $2,318,731 / $2,794,254 |
| 2020 | Plan NameQUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,718,850 / $2,318,731 | 2020 | QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 5 / 5 | $1,718,850 / $2,318,731 |
| 2019 | Plan NameQUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,232,058 / $1,718,850 | 2019 | QUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN - Plan #001 | 4 / 5 | $1,232,058 / $1,718,850 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$125,000 Forgiven$126,399 LenderJPMorgan Chase Bank, National Association Jobs5 | 05/01/2020 | $125,000 | $126,399 | JPMorgan Chase Bank, National Association | 5 |
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