Financial Strategies Advisory LLC in Montgomeryville, PA was registered on 07/21/2015. It is listed at 589 Bethlehem Pike, Montgomeryville, Pa 18936.
589 BETHLEHEM PIKE, MONTGOMERYVILLE, PA 18936
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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 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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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 |
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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