Carroll Financial Associates, Inc.
North Carolina
Registered In
03/26/1982
Incorp. Date
Company Summary
Carroll Financial Associates, Inc. at 5960 Fairview Rd # 210, Charlotte, Nc 28210 lists Carroll, Larry W of Charlotte, NC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Business Corporation
- Status
- Merged
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Carroll, Larry W
Registered Agent
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5960 FAIRVIEW RD # 210, CHARLOTTE, NC 28210
|
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5960 FAIRVIEW RD # 210, CHARLOTTE, NC 28210
(Mailing)
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Financial Information for Carroll Financial Associates, Inc.
Form 5500
CARROLL FINANCIAL ASSOCIATES, INC.
4521 Sharon Road Suite 400, Charlotte, Nc 28211 (704) 553-8006 EIN:56-1324485 Plan Admin:B Kelly Graves| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 0 Assets BOY/EOY$24,284,092 / $0 | 2022 | CARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 64 / 0 | $24,284,092 / $0 |
| 2021 | Plan NameCARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY61 / 64 Assets BOY/EOY$20,605,604 / $24,284,092 | 2021 | CARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 61 / 64 | $20,605,604 / $24,284,092 |
| 2020 | Plan NameCARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY55 / 59 Assets BOY/EOY$16,164,331 / $20,605,604 | 2020 | CARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 55 / 59 | $16,164,331 / $20,605,604 |
| 2019 | Plan NameCARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY44 / 51 Assets BOY/EOY$12,557,101 / $16,164,331 | 2019 | CARROLL FINANCIAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 44 / 51 | $12,557,101 / $16,164,331 |
Benefit & Retirement Plans based on Form 5500.
Address Match:5960 Fairview Rd Charlotte, NC
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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