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
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
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Jeffrey S. Klein
Member
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6420 REA RD STE 344, CHARLOTTE, NC 28277
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Karen D. Jahnke
Managing Member
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6420 REA RD STE 344, CHARLOTTE, NC 28277
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James H. Moore , Jr.
Manager
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6420 REA RD STE 344, CHARLOTTE, NC 28277
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6420 REA RD STE 344, CHARLOTTE, NC 28277
View Map
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
(Mailing)
View Map
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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:
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