Portfolio Associates, Inc.
Pennsylvania
Pennsylvania
Registered In
02/13/1970
Incorp. Date
Company Summary
Portfolio Associates, Inc. in Pennsylvania lists Beverly A Harper and Lisa P Werchow of Philadelphia, PA
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Beverly A Harper
President
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PO BOX 40038, PHILADELPHIA, PA 19106
(View Past Addresses)
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Lisa P Werchow
Vice President
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PO BOX 40038, PHILADELPHIA, PA 19106
(View Past Addresses)
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Lisa P Werchow
Treasurer
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PO BOX 40038, PHILADELPHIA, PA 19106
(View Past Addresses)
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1300 TWO GIRARD PLAZA C/O STRADLEY RONON STEVENS & YOUNG PHILA, PA 0 -0
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Financial Information for Portfolio Associates, Inc.
Form 5500
PORTFOLIO ASSOCIATES, INC.
P O Box 40038, Philadelphia, Pa 19106 (215) 627-3660 EIN:23-1729699 Plan Admin:Beverly Harper| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$980,036 / $981,984 | 2022 | PORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 | 7 / 6 | $980,036 / $981,984 |
| 2021 | Plan NamePORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,234,677 / $980,036 | 2021 | PORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 | 7 / 7 | $1,234,677 / $980,036 |
| 2020 | Plan NamePORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$946,293 / $1,234,677 | 2020 | PORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 | 7 / 7 | $946,293 / $1,234,677 |
| 2019 | Plan NamePORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$899,566 / $946,293 | 2019 | PORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST - Plan #001 | 9 / 7 | $899,566 / $946,293 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PORTFOLIO ASSOCIATES INC
510 Walnut St Ste 1411, Philadelphia, PA 19106-3622 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Race:Black or African American Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/23/2021 | Approved$90,800 Forgiven$0 LenderCitizens Bank, National Association Jobs6 | 01/23/2021 | $90,800 | $0 | Citizens Bank, National Association | 6 |
| 04/28/2020 | Approved$90,800 Forgiven$78,538 LenderCitizens Bank, National Association Jobs6 | 04/28/2020 | $90,800 | $78,538 | Citizens Bank, National Association | 6 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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