Phoenix Advisors, LLC

Montgomeryville, PA

Pennsylvania

Registered In

03/07/2005

Incorp. Date

Foreign

Registration Type

New Jersey

Foreign Jurisdiction

Company Summary

Phoenix Advisors, LLC in Montgomeryville, PA was registered on 03/07/2005. It is listed at CT Corporation System.

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Form 5500

625 Farnsworth Avenue, Bordentown, Nj 08505 (609) 291-0130 EIN:20-1382044 Plan Admin:Kathy A. Collins

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$4,092,294 / $5,328,341	2023	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	21 / 20	$4,092,294 / $5,328,341
2022	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$4,910,922 / $4,092,294	2022	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	19 / 19	$4,910,922 / $4,092,294
2021	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$3,994,171 / $4,910,922	2021	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	18 / 19	$3,994,171 / $4,910,922
2020	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$3,100,731 / $3,994,171	2020	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	18 / 18	$3,100,731 / $3,994,171
2019	Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$2,193,556 / $3,100,731	2019	PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001	20 / 18	$2,193,556 / $3,100,731

Benefit & Retirement Plans based on Form 5500.

PPP Loans

625 Farnsworth Avenue n/a, Bordentown, NJ 08505-2028 Industry:All Other Professional, Scientific, and Technical Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$483,223 Forgiven$488,122 LenderThe Bank of Princeton Jobs22	04/13/2020	$483,223	$488,122	The Bank of Princeton	22

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Gm Phoenix Advisors LLC Registered in New York	New York, NY	View Report
Phoenix Advisors, LLC Registered in New Jersey		View Report
Phoenix Advisors, LLC Registered in Michigan	Lansing, MI	View Report
Phoenix Advisors LLC Registered in Wyoming	Cheyenne, WY	View Report
Phoenix Advisors LLC Registered in Florida	Miramar, FL	View Report
Phoenix Advisors, LLC Registered in Arizona	Scottsdale, AZ	View Report
Phoenix Advisors, LLC Registered in Connecticut	Bordentown, NJ Robbinsville, NJ (1 more)	View Report
Phoenix Advisors, LLC Registered in North Carolina	Charlotte, NC	View Report
Phoenix Advisors LLC Registered in North Carolina	Wilmington, NC	View Report
Phoenix Advisors LLC Registered in Nevada	Nevada	View Report
White Phoenix Advisors LLC Registered in Alabama	Hoover, AL	View Report
Continuum Phoenix Advisors, LLC Registered in California	San Francisco, CA	View Report
Phoenix Advisors LLC Registered in Florida	Miami, FL	View Report
Phoenix Advisors LLC Registered in Washington	Seattle, WA	View Report
Phoenix Advisors LLC Registered in Minnesota	Eden Prairie, MN	View Report
Phoenix Advisors LLC Registered in Virginia	Arlington, VA Purcellville, VA	View Report
Phoenix Advisors, LLC Registered in Florida	West Palm Beach, FL	View Report
Silver Phoenix Advisors LLC Registered in Florida	Coconut Creek, FL	View Report
Phoenix Advisors, LLC Registered in Texas	Buffalo, TX Robbinsville, NJ	View Report

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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