Chartered Advisory Group, Inc.
Pennsylvania
Registered In
11/27/2000
Incorp. Date
Company Summary
Chartered Advisory Group, Inc. in Chadds Ford, PA was registered on 11/27/2000. It is listed at 130 Commons Ct, Chadds Ford, Pa 19317.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
Map & Locations
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130 COMMONS CT, CHADDS FORD, PA 19317
View Map
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Financials
Financial Information for Chartered Advisory Group, Inc.
Form 5500
CHARTERED ADVISORY GROUP INC
130 Commons Ct, Chadds Ford, Pa 19317 (610) 459-8872 EIN:23-3063723 Plan Admin:William H. Kantner| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0 | 2023 | CHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 7 | $0 / $0 |
| 2022 | Plan NameCHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$0 / $0 | 2022 | CHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 7 | $0 / $0 |
| 2021 | Plan NameCHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$0 / $0 | 2021 | CHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 8 | $0 / $0 |
| 2020 | Plan NameCHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$0 / $0 | 2020 | CHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 9 / 8 | $0 / $0 |
| 2019 | Plan NameCHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$0 / $0 | 2019 | CHARTERED ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 9 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CHARTERED ADVISORY GROUP, INC.
130 Commons Court, Chadds Ford, PA 19317| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$135,200 Forgiven$136,263 LenderCitizens Bank, National Association Jobs7 | 04/15/2020 | $135,200 | $136,263 | Citizens Bank, National Association | 7 |
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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