Collett Management, LLC at 1111 Metropolitan Ave STE 700, Charlotte, Nc 28204 lists Charles E. Ellis , Jr. of Charlotte, NC as the associate.
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Ellis Jr, Charles E
Registered Agent
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1111 METROPOLITAN AVE STE 700, CHARLOTTE, NC 28204
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Charles E. Ellis , Jr.
Manager
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PO BOX 36799, CHARLOTTE, NC 28236
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1111 METROPOLITAN AVE STE 700, CHARLOTTE, NC 28204
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOLLETT MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY36 / 34 Assets BOY/EOY$2,569,531 / $3,124,448 | 2023 | COLLETT MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 36 / 34 | $2,569,531 / $3,124,448 |
| 2022 | Plan NameCOLLETT MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY30 / 36 Assets BOY/EOY$2,959,110 / $2,569,531 | 2022 | COLLETT MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 30 / 36 | $2,959,110 / $2,569,531 |
| 2021 | Plan NameCOLLETT MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY27 / 28 Assets BOY/EOY$2,431,860 / $2,959,110 | 2021 | COLLETT MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 27 / 28 | $2,431,860 / $2,959,110 |
| 2020 | Plan NameCOLLETT MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY29 / 26 Assets BOY/EOY$1,935,925 / $2,431,860 | 2020 | COLLETT MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 29 / 26 | $1,935,925 / $2,431,860 |
| 2019 | Plan NameCOLLETT MANAGEMENT 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY23 / 28 Assets BOY/EOY$1,604,550 / $1,935,925 | 2019 | COLLETT MANAGEMENT 401(K) RETIREMENT PLAN - Plan #001 | 23 / 28 | $1,604,550 / $1,935,925 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$419,100 Forgiven$422,016 LenderPinnacle Bank Jobs30 | 04/11/2020 | $419,100 | $422,016 | Pinnacle Bank | 30 |
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