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.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Registered Agent Solutions, Inc. Registered Agent
176 MINE LAKE CT STE 100, RALEIGH, NC 27615
Bruce Donaldson CEO
86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
Bruce Donaldson President
86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
Mitchell M Leidner Chief Financial Officer
86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
Christina M Parker Secretary
86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
Mitchell M Leidner Treasurer
86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
86 SUMMIT AVE STE 303, SUMMIT, NJ 07901 View Map
176 MINE LAKE CT STE 100, RALEIGH, NC 27615 (Mailing) View Map

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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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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