U3 Advisors, Inc.

Pennsylvania

Registered In

01/02/2014

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

U3 Advisors, Inc. at Corporation Service Company lists Omar H Blaik and Thomas L Lussenhop as the associates.

Omar H Blaik President
Thomas L Lussenhop Vice President

Corporation Service Company View Map

Form 5500

22 S. 40th Street UNIT 3a, Philadelphia, Pa 19104 (215) 279-8385 EIN:46-4252021 Plan Admin:Jaime Flaherty

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameU3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 25 Assets BOY/EOY$5,544,256 / $4,849,835	2022	U3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	23 / 25	$5,544,256 / $4,849,835
2021	Plan NameU3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 22 Assets BOY/EOY$4,628,352 / $5,544,256	2021	U3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	23 / 22	$4,628,352 / $5,544,256
2020	Plan NameU3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$3,533,726 / $4,628,352	2020	U3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	23 / 23	$3,533,726 / $4,628,352
2019	Plan NameU3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 23 Assets BOY/EOY$2,653,986 / $3,533,726	2019	U3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	20 / 23	$2,653,986 / $3,533,726

Benefit & Retirement Plans based on Form 5500.

PPP Loans

30 S. 15th Street - 15th Fl Pipeline, PHILADELPHIA, PA 19102 Industry:Other Activities Related to Real Estate

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$460,530 Forgiven$466,530 LenderTD Bank, National Association Jobs22	04/13/2020	$460,530	$466,530	TD Bank, National Association	22

PPP Loans based on Paycheck Protection Program.

Related Business Names:

U3 Advisors, Inc Registered in New Jersey		View Report
U3 Advisors, Inc. Registered in New York	New York, NY	View Report
U3 Advisors, Inc. Registered in Michigan	Philadelphia, PA	View Report
U3 Advisors, Inc. Registered in Ohio	Philadelphia, PA Upper Arlington, OH (1 more)	View Report
U3 Advisors Inc Registered in California	Philadelphia, PA	View Report
U3 Advisors, Inc. Registered in North Dakota	Bismarck, ND Philadelphia, PA	View Report
U3 Advisors, Inc. Registered in Tennessee	Nashville, TN Philadelphia, PA	View Report
U3 Advisors Inc Registered in Colorado	Denver, CO	View Report
U3 Advisors, Inc. Registered in Mississippi	Philadelphia, PA	View Report
U3 Advisors, Inc. Registered in Missouri	Philadelphia, PA	View Report
U3 Advisors Inc. Registered in Massachusetts	Philadelphia, PA	View Report
U3 Advisors, Inc. Registered in Rhode Island	Philadelphia, PA	View Report

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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