Development Advisors, LLC

North Carolina
Registered In
10/31/2007
Incorp. Date

Company Summary

Development Advisors, LLC at 6525 Morrison Blvd STE 402, Charlotte, Nc 28211 lists Foundry Commercial, Llc of Orlando, FL as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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Zimmer, Patric S. Registered Agent
6525 MORRISON BLVD STE 402, CHARLOTTE, NC 28211
Foundry Commercial, Llc Member
420 S ORANGE AVENUE SUITE 400 ORLANDO FL 32801, ORLANDO, FL 32801
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6525 MORRISON BLVD STE 402, CHARLOTTE, NC 28211 View Map

Financial Information for Development Advisors, LLC

Form 5500

DEVELOPMENT ADVISORS, LLC

6525 Morrison Blvd STE 402, Charlotte, Nc 28211 (704) 521-5240 EIN:56-1974750 Plan Admin:Patric S. Zimmer, Owner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameDEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,242,489 / $1,350,309 2020 DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST - Plan #002 6 / 7 $1,242,489 / $1,350,309
2020 Plan NameDEVELOPMENT ADVISORS 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$494,312 / $749,517 2020 DEVELOPMENT ADVISORS 401(K) PLAN AND TRUST - Plan #001 6 / 8 $494,312 / $749,517
2019 Plan NameDEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$966,287 / $1,242,489 2019 DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST - Plan #002 7 / 6 $966,287 / $1,242,489
2019 Plan NameDEVELOPMENT ADVISORS 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$419,352 / $494,312 2019 DEVELOPMENT ADVISORS 401(K) PLAN AND TRUST - Plan #001 8 / 6 $419,352 / $494,312
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DEVELOPMENT ADVISORS LLC

6525 Morrison Blvd Ste 402, Charlotte, NC 28211-4281 Industry:Administrative Management and General Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
02/20/2021 Approved$218,400 Forgiven$219,759 LenderTowneBank Jobs9 02/20/2021 $218,400 $219,759 TowneBank 9
04/10/2020 Approved$181,200 Forgiven$182,977 LenderTowneBank Jobs10 04/10/2020 $181,200 $182,977 TowneBank 10
PPP Loans based on Paycheck Protection Program.
Address Match:6525 Morrison Blvd Ste 402 Charlotte, 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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