Alpha Financial Advisors, LLC
North Carolina
Registered In
08/15/2002
Incorp. Date
Company Summary
Alpha Financial Advisors, LLC at 11325 N Community House Rd STE 410, Charlotte, Nc 28277 lists Henry Nicholson Barringer and Ann Marie Reilley of Charlotte, NC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
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- SEC | EDGAR Trellis.Law Recent News
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Reilley, Ann Marie
Registered Agent
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11325 N COMMUNITY HOUSE RD STE 410, CHARLOTTE, NC 28277
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Henry Nicholson Barringer
Member
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11325 N COMMUNITY HOUSE RD # 410, CHARLOTTE, NC 28277
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Ann Marie Reilley
Managing Member
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11325 N COMMUNITY HOUSE RD STE 410, CHARLOTTE, NC 28277
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11325 N COMMUNITY HOUSE RD STE 410, CHARLOTTE, NC 28277
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Financial Information for Alpha Financial Advisors, LLC
Form 5500
ALPHA FINANCIAL ADVISORS, LLC
11325 N Community House Rd Suite 410, Charlotte, Nc 28277 (704) 823-6093 EIN:37-1507209 Plan Admin:Ann Reilley| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameALPHA FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$949,580 / $973,780 | 2022 | ALPHA FINANCIAL 401(K) PLAN - Plan #001 | 8 / 9 | $949,580 / $973,780 |
| 2021 | Plan NameALPHA FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$651,918 / $949,580 | 2021 | ALPHA FINANCIAL 401(K) PLAN - Plan #001 | 8 / 8 | $651,918 / $949,580 |
| 2020 | Plan NameALPHA FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$514,580 / $651,918 | 2020 | ALPHA FINANCIAL 401(K) PLAN - Plan #001 | 8 / 8 | $514,580 / $651,918 |
| 2019 | Plan NameALPHA FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$229,263 / $514,580 | 2019 | ALPHA FINANCIAL 401(K) PLAN - Plan #001 | 6 / 8 | $229,263 / $514,580 |
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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