Alpha Financial Planning, Inc.

Ohio

Registered In

04/21/2015

Incorp. Date

Company Summary

Alpha Financial Planning, Inc. in Ohio lists Steve Mcelroy as the associate.

Steve Mcelroy Registered Agent	6221 RIVERSIDE DR, DUBLIN, OH 43017
Steve Mcelroy

Form 5500

6241 Riverside Dr, Dublin, Oh 43017 (614) 886-9395 EIN:47-3961073 Plan Admin:Tommy Mcelroy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameALPHA FINANCIAL PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$75,700 / $136,744	2023	ALPHA FINANCIAL PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 3	$75,700 / $136,744
2022	Plan NameALPHA FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$69,325 / $75,700	2022	ALPHA FINANCIAL 401(K) PLAN - Plan #001	5 / 4	$69,325 / $75,700
2022	Plan NameALPHA FINANCIAL PLANNING, INC SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY2 / 3 Assets BOY/EOY$652 / $1,545	2022	ALPHA FINANCIAL PLANNING, INC SOCA BENEFIT PLAN - Plan #501	2 / 3	$652 / $1,545
2021	Plan NameALPHA FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$34,718 / $69,325	2021	ALPHA FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$34,718 / $69,325
2021	Plan NameALPHA FINANCIAL PLANNING, INC SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY1 / 2 Assets BOY/EOY$0 / $652	2021	ALPHA FINANCIAL PLANNING, INC SOCA BENEFIT PLAN - Plan #501	1 / 2	$0 / $652
2020	Plan NameALPHA FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $34,718	2020	ALPHA FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$0 / $34,718

Benefit & Retirement Plans based on Form 5500.

PPP Loans

6241 Riverside Drive, Dublin, OH 43017

Loan Date	Approved	Forgiven	Lender	Jobs
05/02/2020	Approved$25,008 Forgiven$25,392 LenderCross River Bank Jobs5	05/02/2020	$25,008	$25,392	Cross River Bank	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Alpha Planning and Financial Services, Inc. Registered in Ohio	Ohio		View Report

Person/City Match:Steve Mcelroy - Dublin, OH

Alpha Financial Planners Registered in Ohio	Dublin, OH	View Report
Mcswearingen Farms LLC Registered in Ohio	Ohio	View Report
Experdent Consultants (U.S.A.), Inc Registered in Ohio	Dublin, OH Santa Barabara, CA (1 more)	View Report

The following government agencies have contributed data:

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

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