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.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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300 CONSHOHOCKEN STATE RD STE 230, CONSHOHOCKEN, PA 19428
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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.
Address Match:300 Conshohocken State Rd Conshohocken, PA
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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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