The Asset Advisory Group

Ohio

Registered In

10/17/1996

Incorp. Date

Company Summary

The Asset Advisory Group in Ohio was registered on 10/17/1996. The status for this business is listed as a.

Registered In: Ohio
Incorporation Date: 10/17/1996
Registration Type: Domestic
Company Type: Registered Trade Name
Status: A
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The Asset Advisory Group, Inc. Registered Agent

9200 MONTGOMERY RD, CINCINNATI, OH 45242 (View Past Addresses)

Financial Information for The Asset Advisory Group

Form 5500

THE ASSET ADVISORY GROUP, INC.

9200 Montgomery Road, Cincinnati, Oh 45242 (513) 771-7222 EIN:31-1498933 Plan Admin:Gregory Jones

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$3,108,283 / $0	2022	THE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 0	$3,108,283 / $0
2022	Plan NameTHE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY8 / 0 Assets BOY/EOY$6,744 / $0	2022	THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN - Plan #501	8 / 0	$6,744 / $0
2021	Plan NameTHE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$2,948,494 / $3,108,283	2021	THE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 8	$2,948,494 / $3,108,283
2021	Plan NameTHE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY8 / 8 Assets BOY/EOY$4,683 / $6,744	2021	THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN - Plan #501	8 / 8	$4,683 / $6,744
2020	Plan NameTHE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$2,694,651 / $2,948,494	2020	THE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 10	$2,694,651 / $2,948,494
2020	Plan NameTHE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,857 / $4,683	2020	THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN - Plan #501	8 / 8	$1,857 / $4,683
2020	Plan NameTHE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY8 / 8 Assets BOY/EOY$0 / $1,857	2020	THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN - Plan #501	8 / 8	$0 / $1,857
2019	Plan NameTHE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$2,116,617 / $2,694,651	2019	THE ASSET ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 8	$2,116,617 / $2,694,651

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THE ASSET ADVISORY GROUP, INC.

9200 Montgomery Rd, Cincinnati, Oh 45242-7730 Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$120,400 Forgiven$121,231 LenderStock Yards Bank & Trust Company Jobs8	04/04/2020	$120,400	$121,231	Stock Yards Bank & Trust Company	8

PPP Loans based on Paycheck Protection Program.

Related Business Names:

The Asset Advisory Group, Inc.. Registered in Ohio	Cincinnati, OH		View Report
The Capital Advisory Group Private Asset Management LLC Registered in Minnesota	Bloomington, MN		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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