Financial Strategies Advisory

Montgomery, PA

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.

Overview

Registered In

Pennsylvania

Incorporation Date

03/22/1996

Company Type

Fictitious Name

Status

Active

Registration Type

Domestic

Find Social Profiles

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People

C Andrew Krepps Owner
Robert Leinheiser Owner

Map & Locations

105 MONTGOMERY AVE STE 1053, MONTGOMERY, PA 19446 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

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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Address Match:105 Montgomery Ave Montgomery, PA

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Sources

The following government agencies have contributed data:

• Pennsylvania Department of State • U.S. Department of Labor • U.S. Small Business Administration