Financial Independence Group, LLC

North Carolina
Registered In
11/17/1982
Incorp. Date

Company Summary

Financial Independence Group, LLC at 19520 W Catawba Ave STE 200, Cornelius, Nc 28031 lists Ericka A Cain and William H Cain of Cornelius, NC as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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Cogency Global Inc. Registered Agent
212 S TRYON ST STE 1000, CHARLOTTE, NC 28281
Ericka A Cain Manager
19520 W CATAWBA AVE STE 200, CORNELIUS, NC 28031
William H Cain Manager
19520 W CATAWBA AVE STE 200, CORNELIUS, NC 28031
Michael E Mullan Manager
19520 W CATAWBA AVE STE 200, CORNELIUS, NC 28031
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19520 W CATAWBA AVE STE 200, CORNELIUS, NC 28031 View Map

Financial Information for Financial Independence Group, LLC

Form 5500

FINANCIAL INDEPENDENCE GROUP, LLC

19520 West Catawba Avenue Suite 200, Cornelius, Nc 28031 (704) 895-5606 EIN:56-1346906 Plan Admin:Brian K. Williams
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY182 / 183 Assets BOY/EOY$15,149,417 / $13,830,286 2022 FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001 182 / 183 $15,149,417 / $13,830,286
2022 Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY154 / 0 Assets BOY/EOY$0 / $0 2022 FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502 154 / 0 $0 / $0
2021 Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY175 / 181 Assets BOY/EOY$12,195,559 / $15,149,417 2021 FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001 175 / 181 $12,195,559 / $15,149,417
2021 Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY237 / 0 Assets BOY/EOY$0 / $0 2021 FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502 237 / 0 $0 / $0
2020 Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY176 / 174 Assets BOY/EOY$10,695,744 / $12,195,559 2020 FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001 176 / 174 $10,695,744 / $12,195,559
2020 Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY346 / 0 Assets BOY/EOY$0 / $0 2020 FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502 346 / 0 $0 / $0
2019 Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY169 / 174 Assets BOY/EOY$8,922,531 / $10,695,744 2019 FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001 169 / 174 $8,922,531 / $10,695,744
2019 Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY211 / 0 Assets BOY/EOY$0 / $0 2019 FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502 211 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL INDEPENDENCE GROUP INC.

19520 W Catawba Ave Ste 200, Cornelius, NC 28031-3709 Industry:All Other Insurance Related Activities
Loan Date Approved Forgiven Lender Jobs
03/12/2021 Approved$2,721,631 Forgiven$0 LenderTruist Bank Jobs153 03/12/2021 $2,721,631 $0 Truist Bank 153
PPP Loans based on Paycheck Protection Program.
Address Match:19520 W Catawba Ave Ste 200 Cornelius, 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
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