Integrated Financial Concepts LLC

Pennsylvania

Registered In

05/07/2018

Incorp. Date

Foreign

Registration Type

New Jersey

Foreign Jurisdiction

Company Summary

Integrated Financial Concepts LLC in Pennsylvania was registered on 05/07/2018. It is listed at LexisNexis Document Solutions Inc..

LexisNexis Document Solutions Inc. View Map

Form 5500

200 Schulz Drive, Suite 125, Red Bank, Nj 07701 (848) 200-7170 EIN:47-2035435 Plan Admin:Lisa Narduzzi

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$505,344 / $690,449	2023	INTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	14 / 14	$505,344 / $690,449
2022	Plan NameINTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY19 / 14 Assets BOY/EOY$640,489 / $505,344	2022	INTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	19 / 14	$640,489 / $505,344
2021	Plan NameINTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$471,130 / $640,489	2021	INTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	18 / 19	$471,130 / $640,489
2020	Plan NameINTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$0 / $471,130	2020	INTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	18 / 18	$0 / $471,130

Benefit & Retirement Plans based on Form 5500.

PPP Loans

200 Schulz Dr STE 125, Red Bank, Nj 07701 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$373,500 Forgiven$375,977 LenderJPMorgan Chase Bank, National Association Jobs18	04/15/2020	$373,500	$375,977	JPMorgan Chase Bank, National Association	18

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Integrated Financial Concepts LLC Registered in New Jersey		View Report
Integrated Financial Concepts LLC Registered in New York	Red Bank, NJ	View Report
Integrated Financial Concepts LLC Registered in North Carolina	Mooresville, NC	View Report
Integrated Financial Concepts LLC Registered in Florida	Red Bank, NJ Belmar, NJ (1 more)	View Report
Integrated Financial Concepts, LLC Registered in Pennsylvania	Danville, PA	View Report
Integrated Financial Concepts LLC Registered in California	Edison, NJ San Jose, CA	View Report

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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