Carolinas Investment Consulting, LLC

North Carolina
Registered In
07/03/2000
Incorp. Date

Company Summary

Carolinas Investment Consulting, LLC in Charlotte, NC lists Jeanne Kelsey of Waxhaw, NC and Christopher Grogan of Fort Mill, SC

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
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People

Edmiston, George , Jr. Registered Agent
5605 CARNEGIE BLVD STE 400, CHARLOTTE, NC 28209
Jeanne Kelsey Member
8500 FAIRGREEN AVE, WAXHAW, NC 28173
Christopher Grogan Member
3421 BLUE JAY PASS, FORT MILL, SC 29708
George Edmiston , Jr. Manager
5605 CARNEGIE BLVD STE 400, CHARLOTTE, NC 28209

Map & Locations

5605 CARNEGIE BLVD STE 400, CHARLOTTE, NC 28209 View Map

Financials

Financial Information for Carolinas Investment Consulting, LLC

Form 5500

CAROLINAS INVESTMENT CONSULTING, L.L.C.

5605 Carnegie Blvd., Suite 400, Charlotte, Nc 28209 (704) 643-2463 EIN:56-2204766 Plan Admin:Jeanne Kelsey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 27 Assets BOY/EOY$6,513,605 / $5,565,511 2022 CAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN - Plan #001 26 / 27 $6,513,605 / $5,565,511
2021 Plan NameCAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY30 / 26 Assets BOY/EOY$5,530,231 / $6,513,605 2021 CAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN - Plan #001 30 / 26 $5,530,231 / $6,513,605
2020 Plan NameCAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY30 / 30 Assets BOY/EOY$4,419,233 / $5,530,231 2020 CAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN - Plan #001 30 / 30 $4,419,233 / $5,530,231
2019 Plan NameCAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY35 / 30 Assets BOY/EOY$5,411,372 / $4,419,233 2019 CAROLINAS INVESTMENT CONSULTING, L.L.C. 401(K) PROFIT SHARING PLAN - Plan #001 35 / 30 $5,411,372 / $4,419,233
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor
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