Financial Strategies Advisory LLC

Pennsylvania
Registered In
07/21/2015
Incorp. Date

Company Summary

Financial Strategies Advisory LLC in Montgomeryville, PA was registered on 07/21/2015. It is listed at 589 Bethlehem Pike, Montgomeryville, Pa 18936.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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589 BETHLEHEM PIKE, MONTGOMERYVILLE, PA 18936 View Map

Financial Information for Financial Strategies Advisory LLC

Form 5500

FINANCIAL STRATEGIES ADVISORY, LLC

105 Montgomery Avenue, Suite 1053, Lansdale, Pa 19446 (215) 997-5700 EIN:23-2875195 Plan Admin:Andrew Dziedzic
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,797,199 / $1,490,386 2022 FSA 401(K) PLAN - Plan #001 8 / 6 $1,797,199 / $1,490,386
2021 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,262,692 / $1,797,199 2021 FSA 401(K) PLAN - Plan #001 8 / 8 $1,262,692 / $1,797,199
2020 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$922,524 / $1,262,692 2020 FSA 401(K) PLAN - Plan #001 7 / 8 $922,524 / $1,262,692
2019 Plan NameFSA 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $922,524 2019 FSA 401(K) PLAN - Plan #001 6 / 6 $0 / $922,524
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL STRATEGIES ADVISORY, LLC

105 Montgomery Ave, Ste 1053, Montgomeryville, PA 18936
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$68,500 Forgiven$68,997 LenderLive Oak Banking Company Jobs10 04/10/2020 $68,500 $68,997 Live Oak Banking Company 10
PPP Loans based on Paycheck Protection Program.
Address Match:589 Bethlehem Pike Montgomeryville, 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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