Woodstone Financial, LLC

North Carolina
Registered In
05/19/2003
Incorp. Date

Company Summary

Woodstone Financial, LLC at 115 Braeside Cir, Asheville, Nc 28803 lists Joel Curran Kelley of Asheville, NC as the associate.

Overview

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

Kelley, Joel Curran Registered Agent
115 BRAESIDE CIR, ASHEVILLE, NC 28803 (View Past Addresses)
Joel Curran Kelley Manager
115 BRAESIDE CIR, ASHEVILLE, NC 28803

Map & Locations

115 BRAESIDE CIR, ASHEVILLE, NC 28803 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Woodstone Financial, LLC

Form 5500

WOODSTONE FINANCIAL LLC

115 Braeside Circle, Asheville, Nc 28803 (828) 333-1805 EIN:65-1189940 Plan Admin:Joel C Kelley
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$990,652 / $787,217 2022 WOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN - Plan #001 2 / 1 $990,652 / $787,217
2021 Plan NameWOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$761,828 / $990,652 2021 WOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN - Plan #001 2 / 2 $761,828 / $990,652
2020 Plan NameWOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$632,234 / $761,828 2020 WOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN - Plan #001 2 / 2 $632,234 / $761,828
2019 Plan NameWOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$485,474 / $632,234 2019 WOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN - Plan #001 2 / 2 $485,474 / $632,234
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Street Match:Braeside Cir Asheville, NC
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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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