Cogliano Private Wealth Strategies, Inc.

Berwyn, PA

Pennsylvania

Registered In

05/03/2016

Incorp. Date

Company Summary

Cogliano Private Wealth Strategies, Inc. in Berwyn, PA was registered on 05/03/2016. It is listed at 801 Cassatt Rd STE 205, Berwyn, Pa 19312.

801 CASSATT RD STE 205, BERWYN, PA 19312 View Map

Form 5500

801 Cassatt Road 300 Berwyn Park, Suite 205, Berwyn, Pa 19312 (610) 232-0011 EIN:81-2638561 Plan Admin:Bryan R. Cogliano

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$412,646 / $349,088	2022	COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN - Plan #001	3 / 3	$412,646 / $349,088
2022	Plan NameCOGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$147,201 / $207,313	2022	COGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN - Plan #002	2 / 2	$147,201 / $207,313
2021	Plan NameCOGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$300,052 / $412,646	2021	COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN - Plan #001	2 / 3	$300,052 / $412,646
2021	Plan NameCOGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$61,495 / $147,201	2021	COGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN - Plan #002	2 / 2	$61,495 / $147,201
2020	Plan NameCOGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$192,721 / $300,052	2020	COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN - Plan #001	2 / 2	$192,721 / $300,052
2019	Plan NameCOGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$109,756 / $192,721	2019	COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN - Plan #001	2 / 2	$109,756 / $192,721

Benefit & Retirement Plans based on Form 5500.

PPP Loans

850 Cassatt Road 100 BERWYN PARK, Suite 200, BERWYN, PA 19312-1188

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$37,300 Forgiven$37,575 LenderThe Victory Bank Jobs6	04/08/2020	$37,300	$37,575	The Victory Bank	6

PPP Loans based on Paycheck Protection Program.

Address Match:801 Cassatt Rd Ste 205 Berwyn, PA

Cogliano Financial Services, Inc. Registered in Pennsylvania	Berwyn, PA		View Report

Address Match:801 Cassatt Rd Berwyn, 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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