Business and Estate Analysis, Inc.

Mitchell, John F Registered Agent	1201 EDWARDS MILL RD STE 200, RALEIGH, NC 27607
John F. Mitchell President	1201 EDWARDS MILL RD STE 200, RALEIGH, NC 27607

1201 EDWARDS MILL RD STE 200, RALEIGH, NC 27607 View Map

Form 5500

1201 Edwards Mill Road 2nd Floor, Raleigh, Nc 27607 (919) 755-3236 EIN:56-1296573 Plan Admin:John Mitchell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,592,958 / $1,620,651	2022	BUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN - Plan #001	11 / 12	$1,592,958 / $1,620,651
2021	Plan NameBUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$941,786 / $1,592,958	2021	BUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN - Plan #001	10 / 11	$941,786 / $1,592,958
2020	Plan NameBUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$593,640 / $941,786	2020	BUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN - Plan #001	7 / 8	$593,640 / $941,786
2019	Plan NameBUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$419,889 / $593,640	2019	BUSINESS & ESTATE ANALYSIS, INC. 401(K) PLAN - Plan #001	7 / 6	$419,889 / $593,640

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1201 Edwards Mill Road, RALEIGH, NC 27607-0180 Industry:Marketing Research and Public Opinion Polling

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$89,500 Forgiven$90,509 LenderPNC Bank, National Association Jobs8	04/28/2020	$89,500	$90,509	PNC Bank, National Association	8

PPP Loans based on Paycheck Protection Program.

Address Match:1201 Edwards Mill Rd Ste 200 Raleigh, NC

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Address Match:1201 Edwards Mill Rd Raleigh, NC

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Person/City Match:Mitchell John F - Raleigh, NC

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary