Balanced Financial Concepts
Ohio
Ohio
Registered In
10/26/1995
Incorp. Date
Company Summary
Balanced Financial Concepts in Ohio was registered on 10/26/1995. The status for this business is listed as a.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Registered Trade Name
- Status
- A
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Balanced Financial Concepts Llc
Registered Agent
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30505 BAINBRIDGE RD STE 160, SOLON, OH 44139
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Financial Information for Balanced Financial Concepts
Form 5500
BALANCED FINANCIAL CONCEPTS LLC
30505 Bainbridge Road, STE 160, Solon, Oh 44139 (440) 349-5110 EIN:46-4263266 Plan Admin:Gautam M. Pai| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBALANCED FINANCIAL CONCEPTS 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$704,610 / $967,291 | 2023 | BALANCED FINANCIAL CONCEPTS 401K PLAN - Plan #001 | 5 / 5 | $704,610 / $967,291 |
| 2022 | Plan NameBALANCED FINANCIAL CONCEPTS 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$773,252 / $704,610 | 2022 | BALANCED FINANCIAL CONCEPTS 401K PLAN - Plan #001 | 4 / 4 | $773,252 / $704,610 |
| 2022 | Plan NameBALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY4 / 4 Assets BOY/EOY$7,420 / $10,125 | 2022 | BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN - Plan #501 | 4 / 4 | $7,420 / $10,125 |
| 2021 | Plan NameBALANCED FINANCIAL CONCEPTS 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$593,984 / $773,252 | 2021 | BALANCED FINANCIAL CONCEPTS 401K PLAN - Plan #001 | 4 / 4 | $593,984 / $773,252 |
| 2021 | Plan NameBALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY2 / 4 Assets BOY/EOY$5,912 / $7,420 | 2021 | BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN - Plan #501 | 2 / 4 | $5,912 / $7,420 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BALANCED FINANCIAL CONCEPTS LLC
30505 Bainrbidge Road, Suite 160, Solon, Oh 44139-2287 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$54,100 Forgiven$54,444 LenderFirst National Bank of Pennsylvania Jobs4 | 04/30/2020 | $54,100 | $54,444 | First National Bank of Pennsylvania | 4 |
PPP Loans based on Paycheck Protection Program.
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Balanced Financial Concepts, Inc.
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Registered in California
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San Leandro, CA | 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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