Matt Financial Management LLC

Glen Mills, PA

Pennsylvania

Registered In

10/21/2019

Incorp. Date

Company Summary

Matt Financial Management LLC in Glen Mills, PA was registered on 10/21/2019. It is listed at 2005 Antler Dr, Glen Mills, Pa 19342.

2005 ANTLER DR, GLEN MILLS, PA 19342 View Map

Form 5500

2005 Antler Drive, Glen Mills, Pa 19342 (484) 557-1934 EIN:84-3440114 Plan Admin:Gail Henderson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$103,130 / $172,864	2023	MATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 5	$103,130 / $172,864
2022	Plan NameMATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$85,280 / $103,130	2022	MATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 5	$85,280 / $103,130
2021	Plan NameMATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$10,869 / $85,280	2021	MATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$10,869 / $85,280
2020	Plan NameMATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$0 / $10,869	2020	MATT FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	1 / 3	$0 / $10,869

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2005 Antler Drive, GLEN MILLS, PA 19342-9608 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$57,100 Forgiven$57,665 LenderBankUnited, National Association Jobs3	04/27/2020	$57,100	$57,665	BankUnited, National Association	3

PPP Loans based on Paycheck Protection Program.

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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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