The Financial Advisory Group Limited
Pennsylvania
Registered In
05/23/2003
Incorp. Date
Company Summary
The Financial Advisory Group Limited at 45 Wyntre Brooke Dr, York, Pa 17403 lists Brad D Stein and Diana L Mohn of York, PA as associates.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Brad D Stein
President
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45 WYNTRE BROOKE DR, YORK, PA 17403
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Diana L Mohn
Vice President
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45 WYNTRE BROOKE DR, YORK, PA 17403
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Diana L Mohn
Secretary
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45 WYNTRE BROOKE DR, YORK, PA 17403
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Damien P Lynch
Treasurer
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45 WYNTRE BROOKE DR, YORK, PA 17403
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45 WYNTRE BROOKE DR, YORK, PA 17403
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Financial Information for The Financial Advisory Group Limited
Form 5500
THE FINANCIAL ADVISORY GROUP, LTD
45 Wyntre Brooke Drive, York, Pa 17403 (717) 741-3665 EIN:11-3692030 Plan Admin:Mary Winand| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$5,005,395 / $6,243,975 | 2023 | THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $5,005,395 / $6,243,975 |
| 2022 | Plan NameTHE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$5,826,732 / $5,005,395 | 2022 | THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 8 | $5,826,732 / $5,005,395 |
| 2021 | Plan NameTHE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$4,703,072 / $5,826,732 | 2021 | THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $4,703,072 / $5,826,732 |
| 2020 | Plan NameTHE FINANCIAL ADVISORY GROUP, LTD SAFE HARBOR 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,911,324 / $4,703,072 | 2020 | THE FINANCIAL ADVISORY GROUP, LTD SAFE HARBOR 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $3,911,324 / $4,703,072 |
| 2019 | Plan NameTHE FINANCIAL ADVISORY GROUP, LTD SAFE HARBOR 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$2,964,492 / $3,911,324 | 2019 | THE FINANCIAL ADVISORY GROUP, LTD SAFE HARBOR 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 6 | $2,964,492 / $3,911,324 |
Benefit & Retirement Plans based on Form 5500.
Address Match:45 Wyntre Brooke Dr York, PA
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The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor
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