Financial Planning Associates
Pennsylvania
Pennsylvania
Registered In
02/23/1971
Incorp. Date
Company Summary
Financial Planning Associates at Payne-shoemaker Building Suite 1005 Harrisburg, Pa 0 -0 lists Dean W Wharton as the associate.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Dean W Wharton
Owner
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PAYNE-SHOEMAKER BUILDING SUITE 1005 HARRISBURG, PA 0 -0
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Financial Information for Financial Planning Associates
Form 5500
FINANCIAL PLANNING ASSOCIATES, LLC
300 Willowbrook Lane - Suite 315, West Chester, Pa 19382 (610) 627-5566 EIN:23-3012396 Plan Admin:Thomas H. Vickers, III| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$4,001,939 / $3,594,437 | 2022 | FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001 | 13 / 17 | $4,001,939 / $3,594,437 |
| 2021 | Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,391,544 / $4,001,939 | 2021 | FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001 | 13 / 13 | $3,391,544 / $4,001,939 |
| 2020 | Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,428,654 / $3,391,544 | 2020 | FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001 | 14 / 14 | $2,428,654 / $3,391,544 |
| 2019 | Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$1,520,673 / $2,428,654 | 2019 | FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001 | 9 / 13 | $1,520,673 / $2,428,654 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL PLANNING ASSOCIATES, LLC
300 Willowbrook Lane Suite 315, WEST CHESTER, PA 19382-5594 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$98,557 Forgiven$99,783 LenderSun East FCU Jobs7 | 04/28/2020 | $98,557 | $99,783 | Sun East FCU | 7 |
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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