Carolina Planning Consultants, LLP
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.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Partnership
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Craig, Gerald G
Registered Agent
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323 CODDLE MARKET DR NW STE 130, CONCORD, NC 28027
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Map & Locations
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323 CODDLE MARKET DR NW STE 130, CONCORD, NC 28027
View Map
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Financials
Financial Information for Carolina Planning Consultants, LLP
Form 5500
CAROLINA PLANNING CONSULTANTS, LLP
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
CAROLINA PLANNING CONSULTANTS LLP
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.
Linked Companies
Address Match:323 Coddle Market Dr Nw Concord, NC
|
Gordon Keeter & Ford Cpas PA
Registered in North Carolina
|
Concord, NC | View Report | |
|
Latham Consulting Group, Inc.
Registered in North Carolina
|
Chattanooga, TN Concord, NC (1 more) | View Report |
Street Match:Coddle Market Dr Nw Concord, NC
|
Simplistic Elegance Beauty Corporation
Registered in North Carolina
|
Charlotte, NC Concord, NC | View Report | |
|
Vcm Holdings, LLC
Registered in North Carolina
|
Concord, NC | View Report | |
|
Bright Time Inc
Registered in North Carolina
|
Concord, NC | View Report | |
|
Carolina Totalcare, P.A.
Registered in North Carolina
|
Concord, NC | View Report | |
|
Cheerwine, LLC
Registered in North Carolina
|
Concord, NC | View Report | |
|
Creative Darlings Inc
Registered in North Carolina
|
Concord, NC | View Report | |
|
Creative Innovations & Services Inc
Registered in North Carolina
|
Concord, NC | View Report | |
|
Dbn Capital, LLC
Registered in North Carolina
|
Concord, NC | View Report | |
|
Genesis 13 Investments LLC
Registered in North Carolina
|
Concord, NC | View Report | |
|
Mccarthy Agency, Inc.
Registered in North Carolina
|
Concord, NC | View Report | |
|
Orchid Holdings, LLC
Registered in North Carolina
|
Concord, NC | View Report | |
|
Orchid Ventures, Inc.
Registered in North Carolina
|
Concord, NC | View Report | |
|
Shah Realty & Management, LLC
Registered in North Carolina
|
Concord, NC | View Report | |
|
South Jersey Health Tech Services Inc
Registered in North Carolina
|
Concord, NC | View Report | |
|
Tcb 11 LLC
Registered in North Carolina
|
Concord, NC | View Report | |
|
Vinca Ventures, Inc.
Registered in North Carolina
|
Davidson, NC Concord, NC | View Report | |
|
Mccall's Salon & Spa, Inc.
Registered in North Carolina
|
Concord, NC | View Report |
Sources
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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