Sawvel and Associates, Inc. in Ohio lists Joseph A Herz as the associate.
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Donald E. Gruenemeyer
Registered Agent
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100 E MAIN CROSS ST STE 300, FINDLAY, OH 45840
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Joseph A Herz
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSAWVEL AND ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$3,908,653 / $4,469,074 | 2023 | SAWVEL AND ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $3,908,653 / $4,469,074 |
| 2022 | Plan NameSAWVEL AND ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$4,751,492 / $3,908,653 | 2022 | SAWVEL AND ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $4,751,492 / $3,908,653 |
| 2022 | Plan NameSAWVEL AND ASSOCIATES INC SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 0 Assets BOY/EOY$9,189 / $0 | 2022 | SAWVEL AND ASSOCIATES INC SOCA BENEFIT PLAN - Plan #501 | 5 / 0 | $9,189 / $0 |
| 2021 | Plan NameSAWVEL AND ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,961,052 / $4,751,492 | 2021 | SAWVEL AND ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $3,961,052 / $4,751,492 |
| 2021 | Plan NameSAWVEL AND ASSOCIATES INC SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY6 / 5 Assets BOY/EOY$6,782 / $9,189 | 2021 | SAWVEL AND ASSOCIATES INC SOCA BENEFIT PLAN - Plan #501 | 6 / 5 | $6,782 / $9,189 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/27/2021 | Approved$137,500 Forgiven$138,268 LenderFifth Third Bank Jobs7 | 02/27/2021 | $137,500 | $138,268 | Fifth Third Bank | 7 |
| 04/15/2020 | Approved$146,278 Forgiven$147,131 LenderFifth Third Bank Jobs7 | 04/15/2020 | $146,278 | $147,131 | Fifth Third Bank | 7 |
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Sawvel and Associates, Inc.
Registered in Virginia
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Findlay, OH Virginia Beach, VA | View Report |