Integrated Financial Strategies, Inc.
Pennsylvania
Registered In
02/08/1993
Incorp. Date
Company Summary
Integrated Financial Strategies, Inc. at 40 Monument Rd Bala, Cynwyd, Pa 19004 lists James J Terranova and Alexander F Guidotti II of Bala-Cynwyd, 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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James J Terranova
President
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40 MONUMENT RD, BALA-CYNWYD, PA 19004
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Alexander F Guidotti II
Treasurer
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40 MONUMENT RD, BALA-CYNWYD, PA 19004
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40 MONUMENT RD BALA, CYNWYD, PA 19004
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Financial Information for Integrated Financial Strategies, Inc.
Form 5500
INTEGRATED FINANCIAL STRATEGIES, INC.
1 Belmont Avenue Suite 1000, Bala Cynwyd, Pa 19004 (610) 660-4284 EIN:23-2730648 Plan Admin:Michael Norton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$695,272 / $924,949 | 2023 | INTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN - Plan #001 | 14 / 15 | $695,272 / $924,949 |
| 2022 | Plan NameINTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$714,338 / $695,272 | 2022 | INTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN - Plan #001 | 11 / 14 | $714,338 / $695,272 |
| 2021 | Plan NameINTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$542,829 / $714,338 | 2021 | INTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN - Plan #001 | 9 / 11 | $542,829 / $714,338 |
| 2020 | Plan NameINTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$608,571 / $542,829 | 2020 | INTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN - Plan #001 | 10 / 9 | $608,571 / $542,829 |
| 2019 | Plan NameINTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$589,297 / $608,571 | 2019 | INTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN - Plan #001 | 10 / 10 | $589,297 / $608,571 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INTEGRATED FINANCIAL STRATEGIES INC
1 Belmont Avenue, Bala Cywyd, PA 19004| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$98,294 Forgiven$99,416 LenderTD Bank, National Association Jobs5 | 04/28/2020 | $98,294 | $99,416 | TD Bank, National Association | 5 |
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
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