Roland Financial LLC

Erie, PA

Pennsylvania

Registered In

09/18/2015

Incorp. Date

Company Summary

Roland Financial LLC in Erie, PA was registered on 09/18/2015. It is listed at 3910 Caughey Rd STE 140, Erie, Pa 16506.

3910 CAUGHEY RD STE 140, ERIE, PA 16506 View Map

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Form 5500

3910 Caughey Road, Erie, Pa 16506 (814) 833-2999 EIN:47-5088271 Plan Admin:Roland Kljunich

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROLAND FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$260,709 / $389,090	2023	ROLAND FINANCIAL 401(K) PLAN - Plan #001	6 / 5	$260,709 / $389,090
2022	Plan NameROLAND FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$124,303 / $260,709	2022	ROLAND FINANCIAL 401(K) PLAN - Plan #001	5 / 6	$124,303 / $260,709
2021	Plan NameROLAND FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $124,303	2021	ROLAND FINANCIAL 401(K) PLAN - Plan #001	0 / 5	$0 / $124,303

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3910 Caughey Rd Suite 140, ERIE, PA 16506 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$48,300 Forgiven$48,719 LenderNorthwest Bank Jobs5	04/28/2020	$48,300	$48,719	Northwest Bank	5

PPP Loans based on Paycheck Protection Program.

Address Match:3910 Caughey Rd Ste 140 Erie, PA

Roland Financial Wealth Management LLC Registered in Pennsylvania	Erie, PA		View Report

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Address Match:3910 Caughey Rd Erie, 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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