Tax Management Associates, Inc.
Arizona
Registered In
01/14/2016
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction
Company Summary
Tax Management Associates, Inc. at 8825 N 23rd Ave STE 100, Phoenix, Az 85021 lists Employee Stock Ownership Trust and Trust For Rh Cooke Jrs Des as associates.
Overview
Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
Search Other Resources
People
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Corporation Service Company
Registered Agent
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8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
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Employee Stock Ownership Trust
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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Trust For Rh Cooke Jrs Des
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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Trust For Mc Cooke's Descend
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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Richard Cooke
Chairman of the Board of Directors
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5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
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Thomas Tucker
Vice President
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5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
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Mark Cooke
Vice President
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5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
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Richard Cooke
Director
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5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
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Mark Cooke
Director
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5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
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Jennifer Casali
CFO (Chief Financial Officer)
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5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
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Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
View Map
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5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
View Map
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Financials
Financial Information for Tax Management Associates, Inc.
Form 5500
TAX MANAGEMENT ASSOCIATES, INC
5121 Parkway Plaza Blvd, Charlotte, Nc 28217 (704) 814-7605 EIN:56-1507131 Plan Admin:Benny Scott Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTAX MANAGEMENT ASSOCIATES, INC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY168 / 149 Assets BOY/EOY$10,279,393 / $7,202,499 | 2022 | TAX MANAGEMENT ASSOCIATES, INC 401(K) PROFIT SHARING PLAN - Plan #002 | 168 / 149 | $10,279,393 / $7,202,499 |
| 2022 | Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0 | 2022 | TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506 | 100 / 0 | $0 / $0 |
| 2021 | Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY168 / 168 Assets BOY/EOY$8,423,829 / $10,279,393 | 2021 | TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 168 / 168 | $8,423,829 / $10,279,393 |
| 2021 | Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY104 / 0 Assets BOY/EOY$0 / $0 | 2021 | TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506 | 104 / 0 | $0 / $0 |
| 2020 | Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY180 / 168 Assets BOY/EOY$7,407,822 / $8,423,829 | 2020 | TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 180 / 168 | $7,407,822 / $8,423,829 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TAX MANAGEMENT ASSOCIATES, INC.
5121 Parkway Plaza Blvd, Charlotte, Nc 28217-1965 Industry:Other Accounting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$1,876,500 Forgiven$1,895,578 LenderTruist Bank Jobs155 | 04/11/2020 | $1,876,500 | $1,895,578 | Truist Bank | 155 |
PPP Loans based on Paycheck Protection Program.
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Related Business Names:
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Tax Management Associates Inc
Registered in New Jersey
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View Report | ||
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Tax Management Associates Inc
Registered in Rhode Island
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Charlotte, NC | View Report | |
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Tax Management Associates, Inc.
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Charlotte, NC | View Report | |
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Tax Management Associates, Inc.
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Charlotte, NC | View Report | |
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Tax Management Associates, Inc.
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Charlotte, NC | View Report | |
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Tax Management Associates, Inc.
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Charlotte, NC | View Report | |
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Tax Management Associates, Inc.
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|
Charlotte, NC | View Report | |
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Virginia | View Report | |
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Tax Management Associates Inc.
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Virginia | View Report | |
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Sources
The following government agencies have contributed data:
• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration
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