Wallace, Roberts and Todd at 1737 Chestnut St, Philadelphia, Pa 19103 lists David A Wallace and William H Roberts as the associates.
David A Wallace
Owner
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William H Roberts
Owner
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1737 CHESTNUT ST, PHILADELPHIA, PA 19103
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2023 | Plan NameWALLACE ROBERTS & TODD LLC HEALTH AND WELFARE PLAN Plan #504 Participants BOY/EOY114 / 0 Assets BOY/EOY$0 / $0 | 2023 | WALLACE ROBERTS & TODD LLC HEALTH AND WELFARE PLAN - Plan #504 | 114 / 0 | $0 / $0 |
2022 | Plan NameWALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN Plan #001 Participants BOY/EOY186 / 197 Assets BOY/EOY$18,367,343 / $15,794,898 | 2022 | WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN - Plan #001 | 186 / 197 | $18,367,343 / $15,794,898 |
2021 | Plan NameWALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN Plan #001 Participants BOY/EOY176 / 183 Assets BOY/EOY$16,009,040 / $18,367,343 | 2021 | WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN - Plan #001 | 176 / 183 | $16,009,040 / $18,367,343 |
2020 | Plan NameWALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN Plan #001 Participants BOY/EOY180 / 175 Assets BOY/EOY$13,241,752 / $16,009,040 | 2020 | WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN - Plan #001 | 180 / 175 | $13,241,752 / $16,009,040 |
2019 | Plan NameWALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN Plan #001 Participants BOY/EOY182 / 180 Assets BOY/EOY$13,591,534 / $13,241,752 | 2019 | WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN - Plan #001 | 182 / 180 | $13,591,534 / $13,241,752 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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04/13/2020 | Approved$1,500,000 Forgiven$1,519,375 LenderPNC Bank, National Association Jobs90 | 04/13/2020 | $1,500,000 | $1,519,375 | PNC Bank, National Association | 90 |
Wallace, Mcharg, Roberts and Todd
Registered in Pennsylvania
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Phila, PA | View Report | |
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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