Financial Planning Associates, LLC

Media, PA

Pennsylvania

Registered In

09/26/2003

Incorp. Date

Company Summary

Financial Planning Associates, LLC in Media, PA was registered on 09/26/2003. It is listed at 1215 W Baltimore Pike STE 4, Media, Pa 19063.

1215 W BALTIMORE PIKE STE 4, MEDIA, PA 19063 View Map

Form 5500

300 Willowbrook Lane - Suite 315, West Chester, Pa 19382 (610) 627-5566 EIN:23-3012396 Plan Admin:Thomas H. Vickers, III

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$4,001,939 / $3,594,437	2022	FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001	13 / 17	$4,001,939 / $3,594,437
2021	Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,391,544 / $4,001,939	2021	FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001	13 / 13	$3,391,544 / $4,001,939
2020	Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,428,654 / $3,391,544	2020	FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001	14 / 14	$2,428,654 / $3,391,544
2019	Plan NameFINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$1,520,673 / $2,428,654	2019	FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN - Plan #001	9 / 13	$1,520,673 / $2,428,654

Benefit & Retirement Plans based on Form 5500.

PPP Loans

300 Willowbrook Lane Suite 315, WEST CHESTER, PA 19382-5594 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$98,557 Forgiven$99,783 LenderSun East FCU Jobs7	04/28/2020	$98,557	$99,783	Sun East FCU	7

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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