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
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Edmiston, George , Jr.
Registered Agent
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5605 CARNEGIE BLVD STE 400, CHARLOTTE, NC 28209
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Jeanne Kelsey
Member
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8500 FAIRGREEN AVE, WAXHAW, NC 28173
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Christopher Grogan
Member
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3421 BLUE JAY PASS, FORT MILL, SC 29708
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George Edmiston , Jr.
Manager
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5605 CARNEGIE BLVD STE 400, CHARLOTTE, NC 28209
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5605 CARNEGIE BLVD STE 400, CHARLOTTE, NC 28209
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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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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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