Allen Wealth Management, LLC
North Carolina
Registered In
09/10/2004
Incorp. Date
Company Summary
Allen Wealth Management, LLC at 980 Hwy 105, Boone, Nc 28607 lists Jonathan C. Allen of Boone, NC as the associate.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Allen, Jonathan C.
Registered Agent
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980 HWY 105, BOONE, NC 28607
|
|
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Jonathan C. Allen
Manager
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980 HIGHWAY 105, BOONE, NC 28607
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Map & Locations
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980 HWY 105, BOONE, NC 28607
View Map
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Financials
Financial Information for Allen Wealth Management, LLC
Form 5500
ALLEN WEALTH MANAGEMENT, LLC
980 Highway 105, Boone, Nc 28607 (828) 268-9693 EIN:20-2101861 Plan Admin:Jonathan Allen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameALLEN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$943,306 / $1,221,925 | 2023 | ALLEN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 14 / 13 | $943,306 / $1,221,925 |
| 2022 | Plan NameALLEN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$955,079 / $943,306 | 2022 | ALLEN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 14 / 14 | $955,079 / $943,306 |
| 2021 | Plan NameALLEN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$682,211 / $955,079 | 2021 | ALLEN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 14 / 14 | $682,211 / $955,079 |
| 2020 | Plan NameALLEN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$507,058 / $682,211 | 2020 | ALLEN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 7 / 6 | $507,058 / $682,211 |
| 2019 | Plan NameALLEN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$617,498 / $507,058 | 2019 | ALLEN WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 7 / 7 | $617,498 / $507,058 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ALLEN WEALTH MANAGEMENT, LLC
980 Highway 105, Boone, Nc 28607-4603 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$67,034 Forgiven$67,628 LenderFirst Horizon Bank Jobs6 | 04/27/2020 | $67,034 | $67,628 | First Horizon Bank | 6 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:980 Hwy 105 Boone, NC
|
Allen Financial Advisors, Inc.
Registered in North Carolina
|
Boone, NC | View Report |
Related Business Names:
|
Allen & Lorentzen Wealth Management LLC
Registered in New York
|
Lake Success, NY | View Report | |
|
C.D. Allen Wealth Management LLC
Registered in California
|
Santa Barbara, CA Santa Barbara Santa Barbara, CA | View Report | |
|
C.L. Allen Wealth Management, LLC
Registered in Colorado
|
Evergreen, CO | View Report | |
|
Allen Wealth Management, LLC
Registered in Texas
|
Amarillo, TX | View Report |
Person/City Match:Allen Jonathan C - Boone, NC
|
Allen Cpa PLLC
Registered in North Carolina
|
Boone, NC | View Report | |
|
Appalachian Opportunities, LLC
Registered in North Carolina
|
Boon, NC Boone, NC | View Report | |
|
Appalachian Wealth Management, LLC
Registered in North Carolina
|
Boone, NC | View Report |
Street Match:Hwy 105 Boone, NC
|
Discount Cellular Accessories, LLC
Registered in North Carolina
|
Boone, NC | View Report | |
|
Due South Outfitters, LLC
Registered in North Carolina
|
Boone, NC | View Report | |
|
Gjd Corporation
Registered in North Carolina
|
Boone, NC | View Report | |
|
Lignum Design Build, LLC
Registered in North Carolina
|
Boone, NC | View Report | |
|
Rick Gentry Construction, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
Snack `N Dip, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
A.M.P. Enterprises, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
Crowder's Creek Limited Partnership
Registered in North Carolina
|
Boone, NC | View Report | |
|
Elk Creek Outfitters, LLC
Registered in North Carolina
|
Boone, NC Jonesborough, TN (1 more) | View Report | |
|
O'mahoney Holdings, LLC
Registered in North Carolina
|
Boone, NC | View Report | |
|
Superior Spas "your Backyard Specialist", LLC
Registered in North Carolina
|
Boone, NC | View Report | |
|
Weber-Hodges, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
First Choice Mortgage of Tennessee, Inc.
Registered in Tennessee
|
Boone, NC Brentwood, TN | View Report | |
|
AAA Tire and Auto Center Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
Audiovision, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
Pcb, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
Rydell Keyboards, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
The Arbor Company, Inc.
Registered in North Carolina
|
Boone, NC | View Report | |
|
The Sanctuary of Boone, Inc.
Registered in North Carolina
|
Boone, NC | View Report |
Sources
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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You can easily find answers to common questions on the Frequently Asked Questions page.
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