Regal Wealth Advisors, LLC

Palmyra, PA

Pennsylvania

Registered In

05/20/2019

Incorp. Date

Company Summary

Regal Wealth Advisors, LLC in Palmyra, PA was registered on 05/20/2019. It is listed at 200 E Main ST STE 201, Palmyra, Pa 17078.

200 E MAIN ST STE 201, PALMYRA, PA 17078 View Map

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Form 5500

190 Cocalico Creek Road, Stevens, Pa 17578 (717) 838-3178 EIN:84-1796233 Plan Admin:Michael N. Zimmerman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameREGAL WEALTH ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$185,039 / $326,756	2022	REGAL WEALTH ADVISORS CASH BALANCE PLAN - Plan #002	6 / 7	$185,039 / $326,756
2022	Plan NameREGAL WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$121,377 / $172,709	2022	REGAL WEALTH ADVISORS 401(K) PLAN - Plan #001	6 / 7	$121,377 / $172,709
2021	Plan NameREGAL WEALTH ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$97,932 / $185,039	2021	REGAL WEALTH ADVISORS CASH BALANCE PLAN - Plan #002	5 / 6	$97,932 / $185,039
2021	Plan NameREGAL WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $121,377	2021	REGAL WEALTH ADVISORS 401(K) PLAN - Plan #001	6 / 6	$0 / $121,377
2020	Plan NameREGAL WEALTH ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 5 Assets BOY/EOY$0 / $97,932	2020	REGAL WEALTH ADVISORS CASH BALANCE PLAN - Plan #002	3 / 5	$0 / $97,932
2020	Plan NameREGAL WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY0 / 6 Assets BOY/EOY$0 / $0	2020	REGAL WEALTH ADVISORS 401(K) PLAN - Plan #001	0 / 6	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

190 Cocalico Creek Rd, Stevens, PA 17578-9501 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$56,795 Forgiven$57,464 LenderFulton Bank, National Association Jobs4	04/10/2020	$56,795	$57,464	Fulton Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

Address Match:200 E Main St Ste 201 Palmyra, PA

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Address Match:200 E Main St Palmyra, 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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