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.
- 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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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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980 HWY 105, BOONE, NC 28607
View Map
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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.
Address Match:980 Hwy 105 Boone, NC
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Allen Financial Advisors, Inc.
Registered in North Carolina
|
Boone, NC | View Report |
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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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