Prism Advisory Group LLC
Pennsylvania
Registered In
12/24/2012
Incorp. Date
Company Summary
Prism Advisory Group LLC in Newtown, PA was registered on 12/24/2012. It is listed at 4 Caufield Pl STE 102, Newtown, Pa 18970.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
4 CAUFIELD PL STE 102, NEWTOWN, PA 18970
View Map
|
Financial Information for Prism Advisory Group LLC
Form 5500
PRISM ADVISORY GROUP, L.L.C.
4 Caufield Place - Suite 102, Newtown, Pa 18940 (215) 579-0966 EIN:20-1516057 Plan Admin:Robert Savino| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRISM ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 | 2023 | PRISM ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $0 / $0 |
| 2022 | Plan NamePRISM ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $0 | 2022 | PRISM ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 5 / 4 | $0 / $0 |
| 2021 | Plan NamePRISM ADVISORY GROUP, L.L.C. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$0 / $0 | 2021 | PRISM ADVISORY GROUP, L.L.C. 401(K) PLAN - Plan #001 | 6 / 5 | $0 / $0 |
| 2020 | Plan NamePRISM ADVISORY GROUP, L.L.C. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $0 | 2020 | PRISM ADVISORY GROUP, L.L.C. 401(K) PLAN - Plan #001 | 6 / 6 | $0 / $0 |
| 2019 | Plan NamePRISM ADVISORY GROUP, L.L.C. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $0 | 2019 | PRISM ADVISORY GROUP, L.L.C. 401(K) PLAN - Plan #001 | 6 / 6 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PRISM ADVISORY GROUP LLC
4 Caufield Place Suite 102, Newtown, PA 18940| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$122,938 Forgiven$123,839 LenderThe Bank of Princeton Jobs4 | 04/15/2020 | $122,938 | $123,839 | The Bank of Princeton | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:4 Caufield Pl Newtown, PA
|
Tdf Properties, LLC
Registered in Pennsylvania
|
Newtown, PA | View Report |
Related Business Names:
|
Prism Advisory Group, LLC
Registered in New Jersey
|
View Report | ||
|
Prism Advisory Group LLC
Registered in Massachusetts
|
Stockbridge, MA | View Report |
Street Match:Caufield Pl Newtown, PA
The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States