Stein Wealth Advisors, LLC
Pennsylvania
Registered In
03/17/2009
Incorp. Date
Company Summary
Stein Wealth Advisors, LLC in Canonsburg, PA was registered on 03/17/2009. It is listed at 1700 Ashwood Dr STE 1701, Canonsburg, Pa 15317.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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1700 ASHWOOD DR STE 1701, CANONSBURG, PA 15317
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Financial Information for Stein Wealth Advisors, LLC
Form 5500
STEIN WEALTH ADVISORS, LLC
1700 Ashwood Drive Suite 1701, Canonsburg, Pa 15317 (724) 260-0491 EIN:80-0373188 Plan Admin:Joshua Stein| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSTEIN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$291,720 / $441,459 | 2023 | STEIN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 6 / 7 | $291,720 / $441,459 |
| 2022 | Plan NameSTEIN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$313,986 / $291,720 | 2022 | STEIN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 6 / 5 | $313,986 / $291,720 |
| 2021 | Plan NameSTEIN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$206,552 / $313,986 | 2021 | STEIN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 6 / 5 | $206,552 / $313,986 |
| 2020 | Plan NameSTEIN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$116,505 / $206,552 | 2020 | STEIN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $116,505 / $206,552 |
| 2019 | Plan NameSTEIN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$48,822 / $116,505 | 2019 | STEIN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $48,822 / $116,505 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
STEIN WEALTH ADVISORS, LLC
1701 Ashwood Drive, Canonsburg, Pa 15317 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$68,300 Forgiven$68,704 LenderDollar Bank, A Federal Savings Bank Jobs5 | 04/11/2020 | $68,300 | $68,704 | Dollar Bank, A Federal Savings Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:1700 Ashwood Dr Canonsburg, 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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