Millivan Associates, Inc.

Dalrymple, Brooke L Registered Agent	5410 TRINITY RD STE 210, RALEIGH, NC 27607
Leslie Moore-Martinez President	100 FOUNTAIN WYND CT, CARY, NC 27519

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131 LATTNER CT, MORRISVILLE, NC 27560 View Map

Form 5500

131 Lattner Ct, Morrisville, Nc 27560 (919) 468-8880 EIN:56-2111140 Plan Admin:Erisa Fiduciary Services, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMILLIVAN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY41 / 47 Assets BOY/EOY$870,679 / $1,051,912	2023	MILLIVAN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	41 / 47	$870,679 / $1,051,912
2022	Plan NameMILLIVAN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY31 / 39 Assets BOY/EOY$1,040,499 / $870,679	2022	MILLIVAN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	31 / 39	$1,040,499 / $870,679
2021	Plan NameMILLIVAN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY40 / 31 Assets BOY/EOY$0 / $0	2021	MILLIVAN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	40 / 31	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

131 Lattner Ct, Morrisville, NC 27560-6843 Industry:Child Care Services Franchise:Primrose Schools

Loan Date	Approved	Forgiven	Lender	Jobs
01/27/2021	Approved$183,015 Forgiven$184,478 LenderThe Fidelity Bank Jobs24	01/27/2021	$183,015	$184,478	The Fidelity Bank	24
04/09/2020	Approved$201,200 Forgiven$203,285 LenderTruist Bank Jobs25	04/09/2020	$201,200	$203,285	Truist Bank	25

PPP Loans based on Paycheck Protection Program.

Address Match:131 Lattner Ct Morrisville, NC

Mi Properties, LLC Registered in North Carolina	Morrisville, NC Raleigh, NC	View Report
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Person/City Match:Dalrymple Brooke L - Raleigh, 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

Company Summary