Family Wealth Services, LLC
Phila, PA
Pennsylvania
Registered In
08/04/2005
Incorp. Date
Company Summary
Family Wealth Services, LLC in Phila, PA was registered on 08/04/2005. It is listed at 3219 Stanwood St, Phila, Pa 19136.
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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3219 STANWOOD ST, PHILA, PA 19136
View Map
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Financials
Financial Information for Family Wealth Services, LLC
Form 5500
FAMILY WEALTH SERVICES, LLC
2137 Bristol Pike, Bensalem, Pa 19020 (215) 332-4968 EIN:56-2533254 Plan Admin:Paula Heisler| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFAMILY WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$78,775 / $0 | 2022 | FAMILY WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 2 / 0 | $78,775 / $0 |
| 2021 | Plan NameFAMILY WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$70,361 / $78,775 | 2021 | FAMILY WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 3 / 2 | $70,361 / $78,775 |
| 2020 | Plan NameFAMILY WEALTH SERVICES, LLC 401(K) Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$25,585 / $70,361 | 2020 | FAMILY WEALTH SERVICES, LLC 401(K) - Plan #001 | 2 / 3 | $25,585 / $70,361 |
| 2019 | Plan NameFAMILY WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $25,585 | 2019 | FAMILY WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 0 / 2 | $0 / $25,585 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FAMILY WEALTH SERVICES, LLC
2137 Bristol Pike, Bensalem, PA 19020 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$38,000 Forgiven$38,413 LenderCitizens Bank, National Association Jobs3 | 04/15/2020 | $38,000 | $38,413 | Citizens Bank, National Association | 3 |
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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