Millivan Associates, Inc. at 131 Lattner Ct, Morrisville, Nc 27560 lists Leslie Moore-Martinez of Cary, NC as the associate.
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Dalrymple, Brooke L
Registered Agent
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5410 TRINITY RD STE 210, RALEIGH, NC 27607
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Leslie Moore-Martinez
President
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100 FOUNTAIN WYND CT, CARY, NC 27519
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131 LATTNER CT, MORRISVILLE, NC 27560
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| 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 |
| 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 |
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