Betz Financial Advisory, LLC
Virginia
Registered In
12/27/2005
Incorp. Date
Foreign
Registration Type
Maryland
Foreign Jurisdiction
Company Summary
Betz Financial Advisory, LLC at 9470 Annapolis Rd STE 318 PO Box 670, Lanham, Md 20706 lists Edward C Trope Jr of Richmond, VA.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Maryland
Search Other Resources
People
|
Edward C Trope Jr
Registered Agent
|
5300 LEE AVE, RICHMOND, VA 23226
|
Map & Locations
|
9470 ANNAPOLIS RD STE 318 PO BOX 670, LANHAM, MD 20706
View Map
|
Financials
Financial Information for Betz Financial Advisory, LLC
Form 5500
BETZ, FINANCIAL ADVISORY LLC
6406 Ivy Lane Suite 220, Greenbelt, Md 20770 (301) 220-2100 EIN:20-3463812 Plan Admin:Bill Betz| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,465,508 / $1,896,907 | 2023 | BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001 | 9 / 9 | $1,465,508 / $1,896,907 |
| 2022 | Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,602,516 / $1,465,508 | 2022 | BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001 | 9 / 9 | $1,602,516 / $1,465,508 |
| 2021 | Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,329,430 / $1,602,516 | 2021 | BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001 | 9 / 9 | $1,329,430 / $1,602,516 |
| 2020 | Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,196,234 / $1,329,430 | 2020 | BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001 | 9 / 9 | $1,196,234 / $1,329,430 |
| 2019 | Plan NameBETZ, FINANCIAL ADVISORY LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$991,169 / $1,196,234 | 2019 | BETZ, FINANCIAL ADVISORY LLC 401K PLAN - Plan #001 | 9 / 8 | $991,169 / $1,196,234 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BETZ FINANCIAL ADVISORY LLC
6406 Ivy Ln Ste 220, Greenbelt, MD 20770-1435 Industry:Insurance Agencies and Brokerages Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/26/2021 | Approved$148,203 Forgiven$148,983 LenderSandy Spring Bank Jobs8 | 01/26/2021 | $148,203 | $148,983 | Sandy Spring Bank | 8 |
| 04/13/2020 | Approved$148,203 Forgiven$149,665 LenderSandy Spring Bank Jobs7 | 04/13/2020 | $148,203 | $149,665 | Sandy Spring Bank | 7 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Betz Financial Advisory, LLC
Registered in Michigan
|
Swartz Creek, MI | View Report | |
|
Betz Financial Advisory, LLC
Registered in New York
|
Lanham, MD | View Report | |
|
Betz Financial Advisory, LLC
Registered in Massachusetts
|
Boston, MA Greenbelt, MD | View Report |
Person/City Match:Edward C Trope Jr - Richmond, VA
|
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|
Richmond, VA Washington, DC | View Report | |
|
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Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration
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