Financial Group of Philadelphia, Inc.

Southampton, PA

Pennsylvania

Registered In

04/29/2016

Incorp. Date

Company Summary

Financial Group of Philadelphia, Inc. in Southampton, PA was registered on 04/29/2016. It is listed at 610 Lakeside Park, Southampton, Pa 18966.

Registered In: Pennsylvania
Incorporation Date: 04/29/2016
Registration Type: Domestic
Company Type: Domestic Business Corporation
Status: Active
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610 LAKESIDE PARK, SOUTHAMPTON, PA 18966 View Map

Financial Information for Financial Group of Philadelphia, Inc.

Form 5500

FINANCIAL GROUP OF PHILADELPHIA, INC

910 Floral Vale Boulevard, Yardley, Pa 19067 (215) 396-1500 EIN:81-2596592 Plan Admin:Paul Bufty

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$514,314 / $733,507	2023	FINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$514,314 / $733,507
2022	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$573,461 / $726,086	2022	FINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN - Plan #002	6 / 6	$573,461 / $726,086
2022	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$520,142 / $514,314	2022	FINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$520,142 / $514,314
2021	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$296,962 / $573,461	2021	FINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN - Plan #002	5 / 5	$296,962 / $573,461
2021	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$326,325 / $520,142	2021	FINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$326,325 / $520,142
2020	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$491,763 / $326,325	2020	FINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$491,763 / $326,325
2020	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$186,072 / $296,962	2020	FINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN - Plan #002	5 / 5	$186,072 / $296,962
2019	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$337,962 / $491,763	2019	FINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$337,962 / $491,763
2019	Plan NameFINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$116,976 / $186,072	2019	FINANCIAL GROUP OF PHILADELPHIA, INC. CASH BALANCE PLAN - Plan #002	5 / 5	$116,976 / $186,072

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FINANCIAL GROUP OF PHILADELPHIA INC

610 Lakeside Park, Southampton, PA 18966-4000 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
03/10/2021	Approved$73,945 Forgiven$74,364 LenderBank of America, National Association Jobs4	03/10/2021	$73,945	$74,364	Bank of America, National Association	4
04/15/2020	Approved$73,945 Forgiven$74,638 LenderBank of America, National Association Jobs4	04/15/2020	$73,945	$74,638	Bank of America, National Association	4

PPP Loans based on Paycheck Protection Program.

Address Match:610 Lakeside Park Southampton, 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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