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.
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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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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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| 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 |
| 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 |
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