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
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801 CASSAH ROAD 300 BERYWN PARK STE 205, BERWYN, PA 19312 View Map
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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
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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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