Covered Bridge Advisors, LLC in Yardley, PA was registered on 12/04/2017. It is listed at 708 Floral Vale Blvd, Yardley, Pa 19067.
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708 FLORAL VALE BLVD, YARDLEY, PA 19067
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCOVERED BRIDGE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$166,785 / $0 | 2022 | COVERED BRIDGE ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 0 | $166,785 / $0 |
| 2021 | Plan NameCOVERED BRIDGE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$127,894 / $166,785 | 2021 | COVERED BRIDGE ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 4 | $127,894 / $166,785 |
| 2020 | Plan NameCOVERED BRIDGE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$48,946 / $127,894 | 2020 | COVERED BRIDGE ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $48,946 / $127,894 |
| 2019 | Plan NameCOVERED BRIDGE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $48,946 | 2019 | COVERED BRIDGE ADVISORS, LLC 401(K) PLAN - Plan #001 | 0 / 5 | $0 / $48,946 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$54,200 Forgiven$54,599 LenderFulton Bank, National Association Jobs4 | 04/11/2020 | $54,200 | $54,599 | Fulton Bank, National Association | 4 |
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