Advisors Financial Group, Inc.
North Carolina
Registered In
02/24/1984
Incorp. Date
Company Summary
Advisors Financial Group, Inc. at 86 Summit Ave STE 303, Summit, Nj 07901 lists Bruce Donaldson and Mitchell M Leidner of Summit, NJ as associates.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Registered Agent Solutions, Inc.
Registered Agent
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
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Bruce Donaldson
CEO
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Bruce Donaldson
President
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Mitchell M Leidner
Chief Financial Officer
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Christina M Parker
Secretary
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Mitchell M Leidner
Treasurer
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Map & Locations
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
View Map
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
(Mailing)
View Map
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Financials
Financial Information for Advisors Financial Group, Inc.
Form 5500
ADVISORS FINANCIAL GROUP, INC.
5904 Six Forks Road Suite 105, Raleigh, Nc 27609 (919) 844-1777 EIN:56-1408378 Plan Admin:Greg Patterson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 0 Assets BOY/EOY$773,640 / $0 | 2022 | ADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 9 / 0 | $773,640 / $0 |
| 2021 | Plan NameADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,049,732 / $773,640 | 2021 | ADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 9 / 9 | $2,049,732 / $773,640 |
| 2020 | Plan NameADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,749,684 / $2,049,732 | 2020 | ADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 9 / 8 | $1,749,684 / $2,049,732 |
| 2019 | Plan NameADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY13 / 10 Assets BOY/EOY$1,668,701 / $1,749,684 | 2019 | ADVISORS FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 13 / 10 | $1,668,701 / $1,749,684 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ADVISORS FINANCIAL GROUP, INC.
5904 Six Forks Rd, Raleigh, Nc 27609| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$116,462 Forgiven$117,310 LenderSouthState Bank, National Association Jobs7 | 04/28/2020 | $116,462 | $117,310 | SouthState Bank, National Association | 7 |
PPP Loans based on Paycheck Protection Program.
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Address Match:86 Summit Ave Ste 303 Summit, NJ
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
Simplicity Financial Distributors Inc.
Registered in Connecticut
|
Summit, NJ | View Report | |
|
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|
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|
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|
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|
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|
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|
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|
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|
The Annuity Source, Inc.
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|
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|
Insurmark, Inc.
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report | |
|
Simplicity Financial Investment Services Inc
Registered in North Carolina
|
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|
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|
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|
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|
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Sources
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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