Sharp Advisors, Inc.

North Carolina
Registered In
05/18/2006
Incorp. Date

Company Summary

Sharp Advisors, Inc. at 4235 S Stream Blvd STE 100, Charlotte, Nc 28217 lists Kelly L Straub and Sheri F Straub of Charlotte, NC as the associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Straub, Kelly L Registered Agent
4235 S STREAM BLVD STE 100, CHARLOTTE, NC 28217
Kelly L Straub President
4235 S STREAM BLVD STE 100, CHARLOTTE, NC 28217
Sheri F Straub Secretary
4235 S STREAM BLVD STE 100, CHARLOTTE, NC 28217
4235 S STREAM BLVD STE 100, CHARLOTTE, NC 28217 View Map

Financial Information for Sharp Advisors, Inc.

Form 5500

SHARP ADVISORS INC

2359 Perimeter Pointe Pkwy STE 175, Charlotte, Nc 28208 (704) 357-8500 EIN:22-3931949 Plan Admin:Kelly Straub
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameSHARP ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 0 Assets BOY/EOY$1,883,894 / $0 2020 SHARP ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 12 / 0 $1,883,894 / $0
2019 Plan NameSHARP ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 13 Assets BOY/EOY$1,416,918 / $1,883,894 2019 SHARP ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 18 / 13 $1,416,918 / $1,883,894
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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