Financial Research Associates, Inc.

Pennsylvania
Registered In
12/08/2004
Incorp. Date

Company Summary

Financial Research Associates, Inc. at 1404 Glenecho Ln, Dresher, Pa 19025 lists Jay Fishman and Bonnie Orourke of Bala-Cynwyd, PA as associates.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Business Corporation
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Jay Fishman President
10 PRESIDENTIAL BLVD, Bala-Cynwyd, PA 19004
Bonnie Orourke Vice President
10 PRESIDENTIAL BLVD, Bala-Cynwyd, PA 19004
Sandra Klevan Secretary
10 PRESIDENTIAL BLVD, Bala-Cynwyd, PA 19004
Stacy Collins Treasurer
10 PRESIDENTIAL BLVD, Bala-Cynwyd, PA 19004
1404 GLENECHO LN, DRESHER, PA 19025 View Map

Financial Information for Financial Research Associates, Inc.

Form 5500

FINANCIAL RESEARCH ASSOCIATES, INC.

333 E. City Avenue Suite 301, Bala Cynwyd, Pa 19004 (484) 270-1276 EIN:20-1977959 Plan Admin:Michael Saponara
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 53 Assets BOY/EOY$9,853,558 / $9,611,320 2023 FINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN - Plan #001 46 / 53 $9,853,558 / $9,611,320
2022 Plan NameFINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY49 / 45 Assets BOY/EOY$11,736,618 / $9,853,558 2022 FINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN - Plan #001 49 / 45 $11,736,618 / $9,853,558
2021 Plan NameFINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY48 / 49 Assets BOY/EOY$9,797,925 / $11,736,618 2021 FINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN - Plan #001 48 / 49 $9,797,925 / $11,736,618
2020 Plan NameFINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 48 Assets BOY/EOY$7,815,415 / $9,797,925 2020 FINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN - Plan #001 46 / 48 $7,815,415 / $9,797,925
2019 Plan NameFINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY43 / 46 Assets BOY/EOY$6,070,645 / $7,815,415 2019 FINANCIAL RESEARCH ASSOCIATES, INC. 401K PROFIT SHARING PLAN - Plan #001 43 / 46 $6,070,645 / $7,815,415
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL RESEARCH ASSOCIATES INC.

10 N. Presidential Blvd. Suite 250, Bala Cynwyd, PA 19004 Industry:Administrative Management and General Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$661,800 Forgiven$669,270 LenderCitizens Bank, National Association Jobs37 04/15/2020 $661,800 $669,270 Citizens Bank, National Association 37
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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