Caldwell Opportunities, Inc. at 1617 SW College Ave, Lenoir, Nc 28633 lists Curry, Julie of Lenoir, NC.
Curry, Julie
Registered Agent
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1617 SW COLLEGE AVE, LENOIR, NC 28633
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1617 SW COLLEGE AVE, LENOIR, NC 28633
(Mailing)
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2022 | Plan NameCALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY28 / 31 Assets BOY/EOY$232,255 / $181,996 | 2022 | CALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN - Plan #001 | 28 / 31 | $232,255 / $181,996 |
2021 | Plan NameCALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY68 / 28 Assets BOY/EOY$335,070 / $232,255 | 2021 | CALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN - Plan #001 | 68 / 28 | $335,070 / $232,255 |
2020 | Plan NameCALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY73 / 68 Assets BOY/EOY$273,303 / $335,070 | 2020 | CALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN - Plan #001 | 73 / 68 | $273,303 / $335,070 |
2019 | Plan NameCALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY72 / 73 Assets BOY/EOY$222,019 / $273,303 | 2019 | CALDWELL OPPORTUNITIES, INC. RETIREMENT PLAN - Plan #001 | 72 / 73 | $222,019 / $273,303 |
Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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2023 | # of Emps27 Contributions$933,559 Revenue$953,083 Expenses$1,021,495 Assets EOY$1,259,088 Liabilities$62,213 | 2023 | 27 | $933,559 | $953,083 | $1,021,495 | $1,259,088 | $62,213 |
2022 | # of Emps63 Contributions$958,709 Revenue$968,083 Expenses$969,311 Assets EOY$1,354,168 Liabilities$88,309 | 2022 | 63 | $958,709 | $968,083 | $969,311 | $1,354,168 | $88,309 |
2021 | # of Emps71 Contributions$988,783 Revenue$1,085,250 Expenses$835,151 Assets EOY$1,384,845 Liabilities$91,113 | 2021 | 71 | $988,783 | $1,085,250 | $835,151 | $1,384,845 | $91,113 |
2020 | # of Emps75 Contributions$791,496 Revenue$906,062 Expenses$856,172 Assets EOY$1,115,900 Liabilities$72,267 | 2020 | 75 | $791,496 | $906,062 | $856,172 | $1,115,900 | $72,267 |
2019 | # of Emps79 Contributions$852,917 Revenue$1,038,577 Expenses$817,412 Assets EOY$1,053,861 Liabilities$60,118 | 2019 | 79 | $852,917 | $1,038,577 | $817,412 | $1,053,861 | $60,118 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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02/02/2021 | Approved$129,100 Forgiven$129,931 LenderFirst-Citizens Bank & Trust Company Jobs62 | 02/02/2021 | $129,100 | $129,931 | First-Citizens Bank & Trust Company | 62 |
04/30/2020 | Approved$115,500 Forgiven$116,652 LenderFirst-Citizens Bank & Trust Company Jobs67 | 04/30/2020 | $115,500 | $116,652 | First-Citizens Bank & Trust Company | 67 |
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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 Internal Revenue Service