Klazmer Financial Group, LLC
Pennsylvania
Registered In
02/16/2016
Incorp. Date
Company Summary
Klazmer Financial Group, LLC in Jenkintown, PA was registered on 02/16/2016. It is listed at 123 Old York Rd STE 200, Jenkintown, Pa 19046.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
Map & Locations
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123 OLD YORK RD STE 200, JENKINTOWN, PA 19046
View Map
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Financials
Financial Information for Klazmer Financial Group, LLC
Form 5500
KLAZMER FINANCIAL GROUP, LLC
40 Monument Road Suite 100, Bala Cynwyd, Pa 19004 (215) 885-4555 EIN:23-2707830 Plan Admin:Gary Klazmer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameKLAZMER FINANCIAL GROUP PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,841,735 / $1,808,875 | 2023 | KLAZMER FINANCIAL GROUP PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $2,841,735 / $1,808,875 |
| 2022 | Plan NameKLAZMER FINANCIAL GROUP PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,773,874 / $2,841,735 | 2022 | KLAZMER FINANCIAL GROUP PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $2,773,874 / $2,841,735 |
| 2021 | Plan NameKLAZMER FINANCIAL GROUP PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$2,559,463 / $2,773,874 | 2021 | KLAZMER FINANCIAL GROUP PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $2,559,463 / $2,773,874 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
KLAZMER FINANCIAL GROUP
40 Monument Rd 40 Monument Rd, Bala Cynwyd, PA 19004-1729 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/25/2021 | Approved$19,360 Forgiven$19,473 LenderPNC Bank, National Association Jobs2 | 02/25/2021 | $19,360 | $19,473 | PNC Bank, National Association | 2 |
| 05/01/2020 | Approved$42,300 Forgiven$34,902 LenderPNC Bank, National Association Jobs2 | 05/01/2020 | $42,300 | $34,902 | PNC Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:123 Old York Rd Ste 200 Jenkintown, PA
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Klazmer Holdings
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Sources
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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