Halpern Financial, Inc.
Virginia
Registered In
09/16/2013
Incorp. Date
Foreign
Registration Type
Maryland
Foreign Jurisdiction
Company Summary
Halpern Financial, Inc. at 20365 Exchange ST STE 200, Ashburn, Va 20147 lists Ted Halpern as the associate.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Maryland
Search Other Resources
People
|
National Registered Agents Inc.
Registered Agent
|
4701 COX RD STE 285, GLEN ALLEN, VA 23060
|
|
|
Ted Halpern
President
|
Map & Locations
|
20365 EXCHANGE ST STE 200, ASHBURN, VA 20147
View Map
|
Financials
Financial Information for Halpern Financial, Inc.
Form 5500
HALPERN FINANCIAL, INC.
20365 Exchange Street, Suite 200, Ashburn, Va 20147 (240) 268-1000 EIN:52-2108913 Plan Admin:Ted Halpern| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHALPERN FINANCIAL, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$4,097,056 / $5,142,287 | 2023 | HALPERN FINANCIAL, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 14 / 13 | $4,097,056 / $5,142,287 |
| 2023 | Plan NameHALPERN FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY15 / 13 Assets BOY/EOY$1,070,328 / $1,326,774 | 2023 | HALPERN FINANCIAL, INC. CASH BALANCE PLAN - Plan #002 | 15 / 13 | $1,070,328 / $1,326,774 |
| 2022 | Plan NameHALPERN FINANCIAL, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$4,309,608 / $4,097,056 | 2022 | HALPERN FINANCIAL, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 11 / 13 | $4,309,608 / $4,097,056 |
| 2022 | Plan NameHALPERN FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$894,252 / $1,070,328 | 2022 | HALPERN FINANCIAL, INC. CASH BALANCE PLAN - Plan #002 | 12 / 13 | $894,252 / $1,070,328 |
| 2021 | Plan NameHALPERN FINANCIAL, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,392,827 / $4,309,608 | 2021 | HALPERN FINANCIAL, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 11 / 11 | $3,392,827 / $4,309,608 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor
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