Carter Funds, LLC

Registered In: Florida
Incorporation Date: 07/18/2019
Registration Type: Domestic
Company Type: Florida Limited Liability Co.
Status: Active
EIN: 84-2529306
Email: *************@cscinfo.com
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Corporation Service Company Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
Carter John E Manager	4890 W KENNEDY BLVD STE 200, TAMPA, FL 33609

4890 W KENNEDY BLVD STE 200, TAMPA, FL 33609 View Map

Financial Information for Carter Funds, LLC

Form 5500

CARTER FUNDS LLC

4890 W. Kennedy Boulevard Suite 200, Tampa, FL 33609 (813) 316-4251 EIN:84-2529306 Plan Admin:Thomas Guard

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARTER FUNDS LLC 401(K) PLAN Plan #001 Participants BOY/EOY236 / 302 Assets BOY/EOY$2,935,330 / $3,884,738	2022	CARTER FUNDS LLC 401(K) PLAN - Plan #001	236 / 302	$2,935,330 / $3,884,738
2021	Plan NameCARTER FUNDS LLC 401(K) PLAN Plan #001 Participants BOY/EOY205 / 217 Assets BOY/EOY$1,962,615 / $2,935,330	2021	CARTER FUNDS LLC 401(K) PLAN - Plan #001	205 / 217	$1,962,615 / $2,935,330
2020	Plan NameCARTER FUNDS LLC 401(K) PLAN Plan #001 Participants BOY/EOY133 / 185 Assets BOY/EOY$656,716 / $1,962,615	2020	CARTER FUNDS LLC 401(K) PLAN - Plan #001	133 / 185	$656,716 / $1,962,615
2019	Plan NameCARTER FUNDS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 73 Assets BOY/EOY$249,778 / $656,716	2019	CARTER FUNDS, LLC 401(K) PLAN - Plan #001	21 / 73	$249,778 / $656,716

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CARTER FUNDS LLC

4890 W Kennedy Blvd STE 200, Tampa, FL 33609-1805 Industry:Residential Property Managers

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$1,975,500 Forgiven$1,993,334 LenderCadence Bank Jobs145	04/13/2020	$1,975,500	$1,993,334	Cadence Bank	145

PPP Loans based on Paycheck Protection Program.

Address Match:4890 W Kennedy Blvd Ste 200 Tampa, FL

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Related Business Names:

Carter Funds Properties, LLC Registered in Florida	Tampa, FL	View Report
Carter Funds, LLC Registered in Virginia	Richmond, VA Tampa, FL	View Report
Carter Funds, LLC Registered in California	Tampa, FL	View Report
Carter Funds, LLC Registered in Massachusetts	Tampa, FL	View Report
Carter Funds, LLC Registered in Nevada	Carson City, NV Wilmington, DE	View Report
Carter Funds, LLC Registered in Minnesota	Roseville, MN Tampa, FL	View Report
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Carter Funds, LLC Registered in Mississippi	Madison, MS Tampa, FL	View Report
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Person/City Match:Carter John E - Tampa, FL

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

Company Summary

Financial Information for Carter Funds, LLC

CARTER FUNDS LLC

CARTER FUNDS LLC