Kensington Capital Advisors, LLC

North Carolina
Registered In
08/31/2004
Incorp. Date

Company Summary

Kensington Capital Advisors, LLC at 6420 Rea Rd STE 344, Charlotte, Nc 28277 lists Jeffrey S. Klein and Karen D. Jahnke of Charlotte, NC as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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Corporation Service Company Registered Agent
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
Jeffrey S. Klein Member
6420 REA RD STE 344, CHARLOTTE, NC 28277
Karen D. Jahnke Managing Member
6420 REA RD STE 344, CHARLOTTE, NC 28277
James H. Moore , Jr. Manager
6420 REA RD STE 344, CHARLOTTE, NC 28277
6420 REA RD STE 344, CHARLOTTE, NC 28277 View Map
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608 (Mailing) View Map

Financial Information for Kensington Capital Advisors, LLC

Form 5500

KENSINGTON CAPITAL ADVISORS, LLC

4064 Colony Rd., Suite 400, Charlotte, Nc 28211 (704) 644-3681 EIN:20-1574658 Plan Admin:James H. Moore
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameKENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 0 Assets BOY/EOY$1,420,963 / $0 2023 KENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002 6 / 0 $1,420,963 / $0
2022 Plan NameKENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,088,460 / $1,420,963 2022 KENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002 5 / 6 $1,088,460 / $1,420,963
2021 Plan NameKENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$701,546 / $1,088,460 2021 KENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002 6 / 5 $701,546 / $1,088,460
2020 Plan NameKENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 6 Assets BOY/EOY$340,000 / $701,546 2020 KENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002 4 / 6 $340,000 / $701,546
2019 Plan NameKENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $340,000 2019 KENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN - Plan #002 0 / 4 $0 / $340,000
Benefit & Retirement Plans based on Form 5500.
PPP Loans

KENSINGTON CAPITAL ADVISORS LLC

4064 Colony Rd, Charlotte, Nc 28211-5123 Industry:Miscellaneous Intermediation
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$41,600 Forgiven$42,001 LenderPNC Bank, National Association Jobs2 04/27/2020 $41,600 $42,001 PNC Bank, National Association 2
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

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