Surevest Insurance Group, LLC

Clark, Chris Registered Agent	1033 OBERLIN RD STE 210, RALEIGH, NC 27605
John Holmes Manager	1033 OBERLIN RD STE 210, RALEIGH, NC 27605
Chris Boyd Clark Manager	1033 OBERLIN RD STE 210, RALEIGH, NC 27605

1033 OBERLIN RD STE 210, RALEIGH, NC 27605 View Map

Form 5500

1033 Oberlin Rd, STE 210, Raleigh, Nc 27605 (919) 832-9420 EIN:20-1651632 Plan Admin:Juan Grullon

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$53,852 / $95,528	2023	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	9 / 13	$53,852 / $95,528
2022	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$38,632 / $53,852	2022	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	8 / 9	$38,632 / $53,852
2021	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$16,268 / $38,632	2021	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	11 / 9	$16,268 / $38,632
2020	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$0 / $16,268	2020	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	12 / 12	$0 / $16,268

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1033 Oberlin Rd Suite 210, Raleigh, Nc 27605 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$179,860 Forgiven$182,304 LenderWells Fargo Bank, National Association Jobs12	05/01/2020	$179,860	$182,304	Wells Fargo Bank, National Association	12

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Surevest Insurance Group, LLC Registered in Virginia	Mechanicsville, VA Raleigh, NC		View Report

Address Match:1033 Oberlin Rd Ste 210 Raleigh, NC

Insure All, LLC Registered in North Carolina	Raleigh, NC	View Report
Surevest Management, LLC Registered in North Carolina	Raleigh, NC	View Report
Cladkins, LLC Registered in North Carolina	Raleigh, NC	View Report
Jacc, LLC Registered in North Carolina	Raleigh, NC	View Report

Address Match:1033 Oberlin Rd Raleigh, NC

Beth Smoot Real Estate, LLC Registered in North Carolina	Raleigh, NC	View Report
Last Dollar LLC Registered in North Carolina	Raleigh, NC	View Report
Provest Management, LLC Registered in North Carolina	Raleigh, NC	View Report
Good Move, LLC Registered in North Carolina	Raleigh, NC	View Report
Next Neighbor LLC Registered in North Carolina	Raleigh, NC	View Report
The Istian Foundation, Inc. Registered in North Carolina	Raleigh, NC	View Report
Triangle Living Nc, LLC Registered in North Carolina	Cary, NC Raleigh, NC (1 more)	View Report
Key Advisors LLC Registered in North Carolina	Raleigh, NC	View Report
Metro Acquisition LLC Registered in North Carolina	Raleigh, NC	View Report
Provest Insurance Group/Hurst, LLC Registered in Texas	Bedford, TX Raleigh, NC	View Report
Provest Insurance Group/Raleigh, LLC Registered in North Carolina	Raleigh, NC	View Report
Karl D. Smith Dds PA Registered in North Carolina	Raleigh, NC	View Report

Person/City Match:Clark Chris - Raleigh, NC

Coastal Residential Maintenance, LLC Registered in North Carolina	Kill Devil Hills, NC Raleigh, NC	View Report
Launchpoint Peo Inc. Registered in North Carolina	Culpeper, VA Luray, VA (1 more)	View Report
Mayberry Tradesman LLC Registered in North Carolina	Raleigh, NC	View Report
Wilbert Funeral Services, Inc. Registered in North Carolina	Leawood, KS Raleigh, NC (1 more)	View Report

Person/City Match:John Holmes - Raleigh, NC

Croatoan Partners, LLC Registered in North Carolina	Raleigh, NC	View Report
Greenestreet Design, LLC Registered in North Carolina	Raleigh, NC	View Report
Holmes Asphalt LLC Registered in North Carolina	Mint Hill, NC	View Report
Cedar Fork Business Park LLC Registered in North Carolina	Raleigh, NC	View Report
Cold Froth LLC Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report
Hobby Family LLC Registered in North Carolina	Raleigh, NC	View Report
Hobby Investments, LLC Registered in North Carolina	Raleigh, NC	View Report
Hobby Properties, Inc. Registered in North Carolina	Raleigh, NC	View Report
J. T. Hobby & Son Inc. Registered in North Carolina	Raleigh, NC	View Report
Kerbby LLC Registered in North Carolina	Raleigh, NC	View Report
Omni Financial of Nevada, Inc. Registered in North Carolina	Raleigh, NC Las Vegas, NV	View Report
2500 Grant LLC Registered in North Carolina	Raleigh, NC	View Report
Hobby Properties, LLC Registered in North Carolina	Raleigh, NC	View Report
Martin Street Nc LLC Registered in North Carolina	Raleigh, NC	View Report
Nash Square Hospitality LLC Registered in North Carolina	Raleigh, NC	View Report
Nash Tavern LLC Registered in North Carolina	Raleigh, NC	View Report
Standard Foods LLC Registered in North Carolina	Raleigh, NC	View Report
Cowen Execution Holdco LLC Registered in North Carolina	New York, NY	View Report
Cowen Execution Services LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report

The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary