Society of Financial Service Professionals

Company Summary

Society of Financial Service Professionals at 270 S Bryn Mawr Ave, Bryn Mawr, Pa 19010 lists Robert E Crandall of Salt Lake City, UT.

Registered In
Utah
Incorporation Date
Registration Type
Domestic
Company Type
Corporation - Domestic - Non-Profit
Status
Expired - Failure to File Renewal
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Robert E Crandall Registered Agent
10 W 100 S NO 619, SALT LAKE CITY, UT 84101
270 S BRYN MAWR AVE, BRYN MAWR, PA 19010 View Map

Financial Information for Society of Financial Service Professionals

Form 5500

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

10 E Athens Avenue Suite 224, Ardmore, Pa 19003 (610) 526-2500 EIN:23-1379056 Plan Admin:David Maola
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY17 / 0 Assets BOY/EOY$5,725,800 / $0 2023 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 17 / 0 $5,725,800 / $0
2022 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY17 / 16 Assets BOY/EOY$5,038,977 / $5,725,800 2022 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 17 / 16 $5,038,977 / $5,725,800
2021 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY19 / 17 Assets BOY/EOY$7,418,720 / $5,038,977 2021 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 19 / 17 $7,418,720 / $5,038,977
2020 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY20 / 19 Assets BOY/EOY$6,616,165 / $7,418,720 2020 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 20 / 19 $6,616,165 / $7,418,720
2019 Plan NameSOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY20 / 20 Assets BOY/EOY$7,437,092 / $6,616,165 2019 SOCIETY OF FINANCIAL SERVICE PROFESSIONALS RETIREMENT SAVINGS PLAN - Plan #002 20 / 20 $7,437,092 / $6,616,165
Benefit & Retirement Plans based on Form 5500.
Form 990

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

10 E Athens Ave STE 224, Ardmore, Pa 19003-2115 EIN:23-1379056 Deductibility:Contributions are not deductible Classification:Board of Trade
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps18 Contributions$0 Revenue$2,394,194 Expenses$2,342,647 Assets EOY$1,520,001 Liabilities$1,342,231 2022 18 $0 $2,394,194 $2,342,647 $1,520,001 $1,342,231
2021 # of Emps19 Contributions$680 Revenue$2,343,618 Expenses$2,453,218 Assets EOY$1,943,499 Liabilities$1,548,805 2021 19 $680 $2,343,618 $2,453,218 $1,943,499 $1,548,805
2020 # of Emps22 Contributions$0 Revenue$2,427,200 Expenses$2,735,162 Assets EOY$1,742,820 Liabilities$1,417,566 2020 22 $0 $2,427,200 $2,735,162 $1,742,820 $1,417,566
2019 # of Emps23 Contributions$0 Revenue$2,682,078 Expenses$2,880,001 Assets EOY$2,043,462 Liabilities$1,441,044 2019 23 $0 $2,682,078 $2,880,001 $2,043,462 $1,441,044
2018 # of Emps22 Contributions$0 Revenue$2,970,636 Expenses$3,077,923 Assets EOY$2,273,837 Liabilities$1,443,570 2018 22 $0 $2,970,636 $3,077,923 $2,273,837 $1,443,570
Form 990N

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

PO Box 150505, Ogden, UT 84415 EIN:87-0276922
Year Gross Receipts 50K or Less Terminated
2018 Yes No
Tax Returns based on Form 990 & 990N.
PPP Loans

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

10 E Athens Ave Ste 224, Ardmore, PA 19003-2101 Industry:Professional Organizations
Loan Date Approved Forgiven Lender Jobs
02/24/2021 Approved$314,835 Forgiven$316,819 LenderLoan Source Incorporated Jobs19 02/24/2021 $314,835 $316,819 Loan Source Incorporated 19
PPP Loans based on Paycheck Protection Program.
Address Match:270 S Bryn Mawr Ave Bryn Mawr, PA
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Society of Financial Service Professionals Registered in Pennsylvania
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Person/City Match:Robert E Crandall - Salt Lake City, UT
Crandall Building Registered in Utah
Salt Lake City, UT View Report
Crandall Corporation Registered in Utah
Salt Lake City, UT View Report

The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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