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.
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
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
(Mailing)
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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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 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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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 |
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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