Penn Wealth Planning, LLC
Pennsylvania
Registered In
09/19/2002
Incorp. Date
Company Summary
Penn Wealth Planning, LLC in New Hope, PA was registered on 09/19/2002. It is listed at 6444 Lower York Rd, New Hope, Pa 18938.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
Map & Locations
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6444 LOWER YORK RD, NEW HOPE, PA 18938
View Map
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Financials
Financial Information for Penn Wealth Planning, LLC
Form 5500
PENN WEALTH PLANNING, LLC
6444 Lower York Rd., New Hope, Pa 18938 (215) 862-7080 EIN:14-1846242 Plan Admin:Christopher Kelly| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,625,647 / $4,586,931 | 2023 | PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001 | 13 / 13 | $3,625,647 / $4,586,931 |
| 2022 | Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$4,406,996 / $3,625,647 | 2022 | PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001 | 11 / 12 | $4,406,996 / $3,625,647 |
| 2021 | Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$3,717,762 / $4,406,996 | 2021 | PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001 | 9 / 10 | $3,717,762 / $4,406,996 |
| 2020 | Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,843,230 / $3,717,762 | 2020 | PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001 | 8 / 9 | $2,843,230 / $3,717,762 |
| 2019 | Plan NamePENN WEALTH PLANNING, LLC 401(K) & PSP Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,157,250 / $2,843,230 | 2019 | PENN WEALTH PLANNING, LLC 401(K) & PSP - Plan #001 | 7 / 7 | $2,157,250 / $2,843,230 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PENN WEALTH PLANNING, LLC
6444 Lower York Road, NEW HOPE, PA 18938-5696 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$159,182 Forgiven$160,955 LenderPenn Community Bank Jobs5 | 04/07/2020 | $159,182 | $160,955 | Penn Community Bank | 5 |
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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