Jackson Sumner and Associates, Inc.

Registered In: North Carolina
Incorporation Date: 04/02/1981
Registration Type: Domestic
Company Type: Business Corporation
Status: Current-Active
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David Liggett Registered Agent	2840 PLAZA PL STE 400, RALEIGH, NC 27612
Danielle Sumner Wade President	PO BOX 2540, BOONE, NC 28607

1886 OLD HIGHWAY 421 S, BOONE, NC 28607 View Map
2840 PLAZA PL STE 400, RALEIGH, NC 27612 (Mailing) View Map

Financial Information for Jackson Sumner and Associates, Inc.

Form 5500

JACKSON SUMNER & ASSOCIATES, INC.

PO Box 2540 1886 Old Us Highway 421 S, Boone, Nc 28607 (828) 264-2787 EIN:56-1322657 Plan Admin:Danielle Wade

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY97 / 89 Assets BOY/EOY$2,369,011 / $2,855,722	2023	JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002	97 / 89	$2,369,011 / $2,855,722
2022	Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY73 / 90 Assets BOY/EOY$2,800,673 / $2,369,011	2022	JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002	73 / 90	$2,800,673 / $2,369,011
2021	Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY74 / 73 Assets BOY/EOY$2,437,356 / $2,800,673	2021	JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002	74 / 73	$2,437,356 / $2,800,673
2020	Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY75 / 74 Assets BOY/EOY$1,930,647 / $2,437,356	2020	JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002	75 / 74	$1,930,647 / $2,437,356
2019	Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY79 / 75 Assets BOY/EOY$1,485,811 / $1,930,647	2019	JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002	79 / 75	$1,485,811 / $1,930,647

Benefit & Retirement Plans based on Form 5500.

PPP Loans

JACKSON SUMNER AND ASSOCIATES INC

1886 Old Us Hwy 421, Boone, Nc 28607-8611 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$1,098,700 Forgiven$1,105,201 LenderTruist Bank Jobs74	04/09/2020	$1,098,700	$1,105,201	Truist Bank	74

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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Jackson Sumner and Associates, Inc.

Company Summary

Financial Information for Jackson Sumner and Associates, Inc.

JACKSON SUMNER & ASSOCIATES, INC.

JACKSON SUMNER AND ASSOCIATES INC