Carolina Planning Consultants, LLP

Concord, NC

North Carolina

Registered In

10/25/1999

Incorp. Date

Company Summary

Carolina Planning Consultants, LLP at 323 Coddle Market Dr NW STE 130, Concord, Nc 28027 lists Craig, Gerald G of Concord, NC.

Craig, Gerald G Registered Agent

323 CODDLE MARKET DR NW STE 130, CONCORD, NC 28027

323 CODDLE MARKET DR NW STE 130, CONCORD, NC 28027 View Map

Form 5500

323 Coddle Market Dr NW Suite 130, Concord, Nc 28027 (704) 786-4857 EIN:56-2230211 Plan Admin:Gerald Craig

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,226,736 / $1,543,230	2023	CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN - Plan #001	4 / 4	$1,226,736 / $1,543,230
2022	Plan NameCAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,378,833 / $1,226,736	2022	CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN - Plan #001	4 / 4	$1,378,833 / $1,226,736
2021	Plan NameCAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,113,366 / $1,378,833	2021	CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN - Plan #001	3 / 4	$1,113,366 / $1,378,833
2020	Plan NameCAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$950,425 / $1,113,366	2020	CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN - Plan #001	4 / 3	$950,425 / $1,113,366
2019	Plan NameCAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$712,895 / $950,425	2019	CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN - Plan #001	4 / 4	$712,895 / $950,425

Benefit & Retirement Plans based on Form 5500.

PPP Loans

323 Coddle Market Dr NW Ste 130, Concord, NC 28027-2415 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
03/26/2021	Approved$57,500 Forgiven$57,813 LenderFC Marketplace, LLC (dba Funding Circle) Jobs4	03/26/2021	$57,500	$57,813	FC Marketplace, LLC (dba Funding Circle)	4

PPP Loans based on Paycheck Protection Program.

Address Match:323 Coddle Market Dr Nw Concord, NC

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Street Match:Coddle Market Dr Nw Concord, 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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