Professional Planning Associates, Inc.
Pennsylvania
Registered In
12/19/1963
Incorp. Date
Company Summary
Professional Planning Associates, Inc. at 4 Th Flr Broad At Walnut St, Philadelphia, Pa 19102 lists David S Waters of Streetsuit Philadelphia, PA.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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David S Waters
President
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1429 CCWALNUT, STREETSUIT PHILADELPHIA, PA 19102
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David S Waters
Vice President
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1429 CCWALNUT, STREETSUIT PHILADELPHIA, PA 19102
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4 TH FLR BROAD AT WALNUT ST, PHILADELPHIA, PA 19102
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Financial Information for Professional Planning Associates, Inc.
Form 5500
PROFESSIONAL PLANNING ASSOCIATES, INC.
400 Market Street Suite 360, Philadelphia, Pa 19106 (215) 875-8666 EIN:23-2456861 Plan Admin:Meredith Waters| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,831,971 / $1,489,783 | 2022 | PROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN - Plan #004 | 16 / 16 | $1,831,971 / $1,489,783 |
| 2021 | Plan NamePROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY15 / 15 Assets BOY/EOY$1,430,740 / $1,831,971 | 2021 | PROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN - Plan #004 | 15 / 15 | $1,430,740 / $1,831,971 |
| 2020 | Plan NamePROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY14 / 15 Assets BOY/EOY$1,104,382 / $1,430,740 | 2020 | PROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN - Plan #004 | 14 / 15 | $1,104,382 / $1,430,740 |
| 2019 | Plan NamePROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN Plan #004 Participants BOY/EOY15 / 14 Assets BOY/EOY$715,724 / $1,104,382 | 2019 | PROFESSIONAL PLANNING ASSOCIATES, INC. 401(K) PLAN - Plan #004 | 15 / 14 | $715,724 / $1,104,382 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PROFESSIONAL PLANNING ASSOCIATES
400 market st 360, philadelphia, PA 19106 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$187,500 Forgiven$188,728 LenderCitizens Bank, National Association Jobs15 | 04/16/2020 | $187,500 | $188,728 | Citizens Bank, National Association | 15 |
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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