Walters Insurance Agency, Inc.

North Carolina
Registered In
01/01/1997
Incorp. Date

Company Summary

Walters Insurance Agency, Inc. at 3207 Rogers Rd STE 100, Wake Forest, Nc 27587 lists Thomas G. Walters and Jennifer S Walters of Wake Forest, NC.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Walters, Thomas G Registered Agent
3207 ROGERS RD STE 100, WAKE FOREST, NC 27587 PO BOX 1093, WAKE FOREST, NC 27588 (Mailing)
Thomas G. Walters President
3207 ROGERS RD STE 100, WAKE FOREST, NC 27587
Jennifer S Walters Vice President
3207 ROGERS RD STE 100, WAKE FOREST, NC 27587
3207 ROGERS RD STE 100, WAKE FOREST, NC 27587 View Map
3207 ROGERS RD STE 100, WAKE FOREST, NC 27588 (Mailing) View Map

Financial Information for Walters Insurance Agency, Inc.

Form 5500

WALTERS INSURANCE AGENCY, INC

3207 Rogers Rd Suite 100, Wake Forest, Nc 27587 (919) 554-0267 EIN:56-2003473 Plan Admin:Thomas Walters
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWALTERS INSURANCE AGENCY, INC 401(K) PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$382,481 / $370,449 2022 WALTERS INSURANCE AGENCY, INC 401(K) PLAN - Plan #002 7 / 8 $382,481 / $370,449
2021 Plan NameWALTERS INSURANCE AGENCY, INC 401(K) PLAN Plan #002 Participants BOY/EOY8 / 7 Assets BOY/EOY$268,173 / $382,481 2021 WALTERS INSURANCE AGENCY, INC 401(K) PLAN - Plan #002 8 / 7 $268,173 / $382,481
2020 Plan NameWALTERS INSURANCE AGENCY, INC 401(K) PLAN Plan #002 Participants BOY/EOY10 / 8 Assets BOY/EOY$154,189 / $268,173 2020 WALTERS INSURANCE AGENCY, INC 401(K) PLAN - Plan #002 10 / 8 $154,189 / $268,173
2019 Plan NameWALTERS INSURANCE AGENCY, INC 401(K) PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$63,038 / $154,189 2019 WALTERS INSURANCE AGENCY, INC 401(K) PLAN - Plan #002 8 / 8 $63,038 / $154,189
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WALTERS INSURANCE AGENCY INC

3207 Rogers Road Suite 100, WAKE FOREST, NC 27587-3805 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/05/2020 Approved$106,600 Forgiven$107,859 LenderNorth State Bank Jobs12 04/05/2020 $106,600 $107,859 North State Bank 12
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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