Milestone Financial Associates

Virginville, PA

Pennsylvania

Registered In

03/05/2002

Incorp. Date

Company Summary

Milestone Financial Associates at 446 Main ST PO Box 192, Virginville, Pa 19564 lists David Samuel Coult as the associate.

David Samuel Coult Owner

446 MAIN ST PO BOX 192, VIRGINVILLE, PA 19564 View Map

Form 5500

330 East Main Street, Macungie, Pa 18062 (610) 421-8777 EIN:92-0198496 Plan Admin:Justin Miller

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMILESTONE FINANCIAL ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$769,454 / $1,110,616	2023	MILESTONE FINANCIAL ASSOCIATES 401(K) PLAN - Plan #001	9 / 9	$769,454 / $1,110,616
2022	Plan NameMILESTONE FINANCIAL ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,001,821 / $769,454	2022	MILESTONE FINANCIAL ASSOCIATES 401(K) PLAN - Plan #001	6 / 6	$1,001,821 / $769,454
2021	Plan NameMILESTONE FINANCIAL ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$773,010 / $1,001,821	2021	MILESTONE FINANCIAL ASSOCIATES 401(K) PLAN - Plan #001	5 / 6	$773,010 / $1,001,821
2020	Plan NameMILESTONE FINANCIAL ASSOCIATES 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$534,378 / $773,010	2020	MILESTONE FINANCIAL ASSOCIATES 401K PLAN - Plan #001	4 / 4	$534,378 / $773,010
2019	Plan NameMILESTONE FINANCIAL ASSOCIATES 401K PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$381,524 / $534,378	2019	MILESTONE FINANCIAL ASSOCIATES 401K PLAN - Plan #001	3 / 4	$381,524 / $534,378

Benefit & Retirement Plans based on Form 5500.

PPP Loans

330 E. Main St., MACUNGIE, PA 18062-1711 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/05/2020	Approved$110,000 Forgiven$110,620 LenderAmerican Bank Jobs6	04/05/2020	$110,000	$110,620	American Bank	6

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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