Financial Strategies Advisory

Pennsylvania
Registered In
03/22/1996
Incorp. Date

Company Summary

Financial Strategies Advisory at 105 Montgomery Ave STE 1053, Montgomery, Pa 19446 lists C Andrew Krepps and Robert Leinheiser as the associates.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Fictitious Name
Status
Active
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C Andrew Krepps Owner
Robert Leinheiser Owner
105 MONTGOMERY AVE STE 1053, MONTGOMERY, PA 19446 View Map
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Financial Information for Financial Strategies Advisory

Form 5500

FINANCIAL STRATEGIES ADVISORY, LLC

105 Montgomery Avenue, Suite 1053, Lansdale, Pa 19446 (215) 997-5700 EIN:23-2875195 Plan Admin:Andrew Dziedzic
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,797,199 / $1,490,386 2022 FSA 401(K) PLAN - Plan #001 8 / 6 $1,797,199 / $1,490,386
2021 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,262,692 / $1,797,199 2021 FSA 401(K) PLAN - Plan #001 8 / 8 $1,262,692 / $1,797,199
2020 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$922,524 / $1,262,692 2020 FSA 401(K) PLAN - Plan #001 7 / 8 $922,524 / $1,262,692
2019 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $922,524 2019 FSA 401(K) PLAN - Plan #001 6 / 6 $0 / $922,524
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL STRATEGIES ADVISORY, LLC

105 Montgomery Ave, Ste 1053, Montgomeryville, PA 18936
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$68,500 Forgiven$68,997 LenderLive Oak Banking Company Jobs10 04/10/2020 $68,500 $68,997 Live Oak Banking Company 10
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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