Hanna Systems Wealth Management, Inc.

Pennsylvania
Registered In
05/03/2016
Incorp. Date

Company Summary

Hanna Systems Wealth Management, Inc. in Berwyn, PA was registered on 05/03/2016. It is listed at 801 Cassah Road 300 Berywn Park STE 205, Berwyn, Pa 19312.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Business Corporation
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
801 CASSAH ROAD 300 BERYWN PARK STE 205, BERWYN, PA 19312 View Map
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!

Financial Information for Hanna Systems Wealth Management, Inc.

Form 5500

HANNA SYSTEMS WEALTH MANAGEMENT, INC.

801 Cassatt Road 300 Berwyn Park, Suite 205, Berwyn, Pa 19312 (610) 232-0012 EIN:81-2638810 Plan Admin:Frank Hanna, Jr.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameHANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$362,819 / $352,405 2022 HANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 3 / 3 $362,819 / $352,405
2022 Plan NameHANNA SYSTEMS WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$87,346 / $173,759 2022 HANNA SYSTEMS WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 3 / 3 $87,346 / $173,759
2021 Plan NameHANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$260,588 / $362,819 2021 HANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 3 / 3 $260,588 / $362,819
2021 Plan NameHANNA SYSTEMS WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $87,346 2021 HANNA SYSTEMS WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 3 / 3 $0 / $87,346
2020 Plan NameHANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$140,327 / $260,588 2020 HANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 2 / 3 $140,327 / $260,588
2019 Plan NameHANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$85,657 / $140,327 2019 HANNA SYSTEMS WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 2 / 2 $85,657 / $140,327
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HANNA SYSTEMS WEALTH MANAGEMENT INC

850 Cassatt Rd 100 Berwyn Park 850 Cassatt Rd 100 Berwyn Park, Berwyn, Pa 19312 Industry:Insurance Agencies and Brokerages Veteran:No
Loan Date Approved Forgiven Lender Jobs
02/10/2021 Approved$41,182 Forgiven$41,656 LenderPNC Bank, National Association Jobs5 02/10/2021 $41,182 $41,656 PNC Bank, National Association 5
05/01/2020 Approved$36,200 Forgiven$36,651 LenderPNC Bank, National Association Jobs5 05/01/2020 $36,200 $36,651 PNC Bank, National Association 5
PPP Loans based on Paycheck Protection Program.
City Match:Berwyn, PA
Amring Pharmaceuticals Inc. Registered in Rhode Island
Berwyn, PA View Report
Ametek Hsa, Inc Registered in Florida
Doral, FL Berwyn, PA View Report
Berwyn Furniture and Brass Shop Registered in Pennsylvania
Berwyn, PA View Report
Calcalitics, Inc. Registered in Pennsylvania
Berwyn, PA View Report
Corporate Counsel Partners Registered in Pennsylvania
Berwyn, PA View Report
Genie Cleaning Enterprises Registered in Pennsylvania
Berwyn, PA View Report
Gkm, Inc. Registered in Pennsylvania
Berwyn, PA View Report
Global Multimedia Partners Inc Registered in Pennsylvania
Berwyn, PA Chester, PA View Report
Berwyn, PA View Report
Jte Multimedia Global Partners, Inc. Registered in Pennsylvania
Berwyn, PA View Report
Laurel Oaks Homeowners Association Registered in Pennsylvania
Berwyn, PA View Report
Leprechaun, II Registered in Pennsylvania
Berwyn, PA Glenview, IL View Report
Motorvation Enterprises Inc. Registered in Pennsylvania
Berwyn, PA Chester, PA View Report
Berwyn, PA View Report
Tb Innovative LLC Registered in Pennsylvania
Berwyn, PA View Report
The Bink Cat, LLC Registered in Pennsylvania
Berwyn, PA View Report
Valleybrooke Executive Suites, Inc. Registered in Pennsylvania
Berwyn, PA Swedesford Rd Berwyn, PA View Report
Lcor Groton Apartments LLC Registered in Connecticut
Berwyn, PA Hartford, CT View Report
Toshiba Master Lease, LTD. Registered in Oregon
Berwyn, PA Salem, OR View Report
Chandler Instruments Company L.L.C. Registered in Oklahoma
Broken Arrow, OK Oklahoma City, OK (1 more) View Report

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States