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
Search Other Resources
People
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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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Map & Locations
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115 BRAESIDE CIR, ASHEVILLE, NC 28803
View Map
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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.
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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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