Society of Financial Service Professionals

Pennsylvania
Registered In
12/02/1946
Incorp. Date

Company Summary

Society of Financial Service Professionals in Newtown Square, PA lists Kathleen W Bilderback of Newtown Square, PA and Ernest J Guerriero of Ardmore, PA

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Nonprofit Corporation
Status
Inactive - Merged Out
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Kathleen W Bilderback President
3803 W CHESTER PIKE, NEWTOWN SQUARE, PA 19083
Ernest J Guerriero Vice President
10 E ATHENS AVE, ARDMORE, PA 19003
Jesse G Dogillo Secretary
10 E ATHENS AVE, ARDMORE, PA 19003
3803 W CHESTER PIKE STE 225, NEWTOWN SQUARE, PA 19120 View Map
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Financial Information for Society of Financial Service Professionals

Form 5500

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

10 E Athens Avenue Suite 224, Ardmore, Pa 19003 (610) 526-2500 EIN:23-1379056 Plan Admin:David Maola
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY17 / 0 Assets BOY/EOY$5,725,800 / $0 2023 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 17 / 0 $5,725,800 / $0
2022 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY17 / 16 Assets BOY/EOY$5,038,977 / $5,725,800 2022 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 17 / 16 $5,038,977 / $5,725,800
2021 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY19 / 17 Assets BOY/EOY$7,418,720 / $5,038,977 2021 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 19 / 17 $7,418,720 / $5,038,977
2020 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY20 / 19 Assets BOY/EOY$6,616,165 / $7,418,720 2020 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 20 / 19 $6,616,165 / $7,418,720
2019 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY20 / 20 Assets BOY/EOY$7,437,092 / $6,616,165 2019 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 20 / 20 $7,437,092 / $6,616,165
Benefit & Retirement Plans based on Form 5500.
Form 990

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

10 E Athens Ave STE 224, Ardmore, Pa 19003-2115 EIN:23-1379056 Deductibility:Contributions are not deductible Classification:Board of Trade
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps18 Contributions$0 Revenue$2,394,194 Expenses$2,342,647 Assets EOY$1,520,001 Liabilities$1,342,231 2022 18 $0 $2,394,194 $2,342,647 $1,520,001 $1,342,231
2021 # of Emps19 Contributions$680 Revenue$2,343,618 Expenses$2,453,218 Assets EOY$1,943,499 Liabilities$1,548,805 2021 19 $680 $2,343,618 $2,453,218 $1,943,499 $1,548,805
2020 # of Emps22 Contributions$0 Revenue$2,427,200 Expenses$2,735,162 Assets EOY$1,742,820 Liabilities$1,417,566 2020 22 $0 $2,427,200 $2,735,162 $1,742,820 $1,417,566
2019 # of Emps23 Contributions$0 Revenue$2,682,078 Expenses$2,880,001 Assets EOY$2,043,462 Liabilities$1,441,044 2019 23 $0 $2,682,078 $2,880,001 $2,043,462 $1,441,044
2018 # of Emps22 Contributions$0 Revenue$2,970,636 Expenses$3,077,923 Assets EOY$2,273,837 Liabilities$1,443,570 2018 22 $0 $2,970,636 $3,077,923 $2,273,837 $1,443,570
Tax Returns based on Form 990 & 990N.
PPP Loans

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

10 E Athens Ave Ste 224, Ardmore, PA 19003-2101 Industry:Professional Organizations
Loan Date Approved Forgiven Lender Jobs
02/24/2021 Approved$314,835 Forgiven$316,819 LenderLoan Source Incorporated Jobs19 02/24/2021 $314,835 $316,819 Loan Source Incorporated 19
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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