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.
- 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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Kelley, Joel Curran
Registered Agent
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115 BRAESIDE CIR, ASHEVILLE, NC 28803
(View Past Addresses)
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Joel Curran Kelley
Manager
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115 BRAESIDE CIR, ASHEVILLE, NC 28803
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115 BRAESIDE CIR, ASHEVILLE, NC 28803
View Map
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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.
Street Match:Braeside Cir Asheville, NC
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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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