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.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
Map & Locations
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801 CASSAH ROAD 300 BERYWN PARK STE 205, BERWYN, PA 19312
View Map
|
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
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 |
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.
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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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