Kohlhepp Investment Advisors, LTD.
Pennsylvania
Registered In
06/24/1998
Incorp. Date
Company Summary
Kohlhepp Investment Advisors, LTD. at 150 E State St, Doylestown, Pa 18901 lists Edward J Kohlhepp of Doylestown, PA as the associate.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Edward J Kohlhepp
President
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150 E STATE ST, DOYLESTOWN, PA 18901
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Edward J Kohlhepp
Vice President
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150 E STATE ST, DOYLESTOWN, PA 18901
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Edward J Kohlhepp
Treasurer
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150 E STATE ST, DOYLESTOWN, PA 18901
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Map & Locations
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150 E STATE ST, DOYLESTOWN, PA 18901
View Map
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Financials
Financial Information for Kohlhepp Investment Advisors, LTD.
Form 5500
KOHLHEPP INVESTMENT ADVISORS, LTD.
3655 Route 202 Suite 100, Doylestown, Pa 18902 (215) 340-5777 EIN:23-2965652 Plan Admin:Edward Kohlhepp| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameKOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,646,532 / $2,242,393 | 2022 | KOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $2,646,532 / $2,242,393 |
| 2021 | Plan NameKOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,100,512 / $2,646,532 | 2021 | KOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $2,100,512 / $2,646,532 |
| 2020 | Plan NameKOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,754,206 / $2,100,512 | 2020 | KOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,754,206 / $2,100,512 |
| 2019 | Plan NameKOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,326,441 / $1,754,206 | 2019 | KOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,326,441 / $1,754,206 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
KOHLHEPP INVESTMENT ADVISORS, LTD.
3655 Route 202, DOYLESTOWN, PA 18902| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$118,858 Forgiven$120,294 LenderKeyBank National Association Jobs6 | 04/11/2020 | $118,858 | $120,294 | KeyBank National Association | 6 |
PPP Loans based on Paycheck Protection Program.
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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
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