Financial Directions Group, Inc.

North Carolina
Registered In
02/23/2000
Incorp. Date

Company Summary

Financial Directions Group, Inc. at 5001 Weston Pkwy STE 200, Cary, Nc 27513 lists Lori B Spivey of Cary, NC as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Spivey, Lori B Registered Agent
5001 WESTON PKWY STE 200, CARY, NC 27513
Lori B Spivey President
203 CHISELHURST WAY, CARY, NC 27513
5001 WESTON PKWY STE 200, CARY, NC 27513 View Map

Financial Information for Financial Directions Group, Inc.

Form 5500

FINANCIAL DIRECTIONS GROUP, INC.

5001 Weston Parkway, Suite 200, Cary, Nc 27513 (919) 678-0007 EIN:36-4405047 Plan Admin:Financial Directions Group, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,567,111 / $1,873,860 2023 FINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN - Plan #001 8 / 8 $1,567,111 / $1,873,860
2022 Plan NameFINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,987,455 / $1,567,111 2022 FINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN - Plan #001 9 / 8 $1,987,455 / $1,567,111
2021 Plan NameFINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,755,663 / $1,987,455 2021 FINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN - Plan #001 9 / 9 $1,755,663 / $1,987,455
2020 Plan NameFINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$1,606,651 / $1,755,663 2020 FINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN - Plan #001 12 / 9 $1,606,651 / $1,755,663
2019 Plan NameFINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 12 Assets BOY/EOY$1,329,664 / $1,606,651 2019 FINANCIAL DIRECTIONS GROUP, INC. 401(K) PLAN - Plan #001 14 / 12 $1,329,664 / $1,606,651
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL DIRECTIONS GROUP, INC.

5001 Weston Parkway Suite 200, CARY, NC 27513-2306 Industry:Other Insurance Funds
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$145,600 Forgiven$146,676 LenderTowneBank Jobs6 04/08/2020 $145,600 $146,676 TowneBank 6
PPP Loans based on Paycheck Protection Program.
Address Match:5001 Weston Pkwy Ste 200 Cary, 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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