Compass Ion Advisors, LLC
Pennsylvania
Registered In
08/20/2008
Incorp. Date
Company Summary
Compass Ion Advisors, LLC in Conshohocken, PA was registered on 08/20/2008. It is listed at 300 Conshohocken State Rd STE 230, Conshohocken, Pa 19428.
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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300 CONSHOHOCKEN STATE RD STE 230, CONSHOHOCKEN, PA 19428
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Compass Ion Advisors, LLC
Form 5500
COMPASS ION ADVISORS, LLC
300 Conshohocken State Road Suite 230, West Conshohocken, Pa 19428 (877) 799-6830 EIN:26-3205926 Plan Admin:Joshua Manifold| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCOMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$2,253,270 / $2,011,876 | 2022 | COMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 13 / 15 | $2,253,270 / $2,011,876 |
| 2021 | Plan NameCOMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,782,414 / $2,253,270 | 2021 | COMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 14 / 13 | $1,782,414 / $2,253,270 |
| 2020 | Plan NameCOMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY18 / 14 Assets BOY/EOY$1,681,217 / $1,782,414 | 2020 | COMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 18 / 14 | $1,681,217 / $1,782,414 |
| 2019 | Plan NameCOMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$1,263,463 / $1,681,217 | 2019 | COMPASS ION ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 19 / 18 | $1,263,463 / $1,681,217 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COMPASS ION ADVISORS, LLC
300 CONSHOHOCKEN STATE RD Suite 230, CONSHOHOCKEN, PA 19428-3801 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$332,774 Forgiven$335,199 LenderWilmington Savings Fund Society, FSB Jobs15 | 04/15/2020 | $332,774 | $335,199 | Wilmington Savings Fund Society, FSB | 15 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:300 Conshohocken State Rd Conshohocken, PA
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Oakland Coliseum Joint Venture, L.L.C.
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Victrex Usa, Inc.
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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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