Integrated Wealthcare, LLC
North Carolina
Registered In
10/03/2006
Incorp. Date
Company Summary
Integrated Wealthcare, LLC at 3100 Tower Blvd STE 1660, Durham, Nc 27707 lists Michael Shayne Ruffing of Raleigh, 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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Ruffing, Michael Shayne
Registered Agent
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3100 TOWER BLVD STE 1660, DURHAM, NC 27707
(View Past Addresses)
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Michael Shayne Ruffing
Member
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133 BRERETON DR, RALEIGH, NC 27615
(View Past Addresses)
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3100 TOWER BLVD STE 1660, DURHAM, NC 27707
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Financial Information for Integrated Wealthcare, LLC
Form 5500
INTEGRATED WEALTHCARE LLC
3100 Tower Blvd STE 1660, Durham, Nc 27707 (866) 694-6292 EIN:37-1534391 Plan Admin:Michael Shayne Ruffing| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINTEGRATED WEALTHCARE, LLC 401K PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$299,246 / $397,914 | 2023 | INTEGRATED WEALTHCARE, LLC 401K PLAN - Plan #001 | 6 / 6 | $299,246 / $397,914 |
| 2022 | Plan NameINTEGRATED WEALTHCARE, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$328,137 / $299,246 | 2022 | INTEGRATED WEALTHCARE, LLC 401K PLAN - Plan #001 | 4 / 6 | $328,137 / $299,246 |
| 2021 | Plan NameINTEGRATED WEALTHCARE, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$342,635 / $328,137 | 2021 | INTEGRATED WEALTHCARE, LLC 401K PLAN - Plan #001 | 3 / 4 | $342,635 / $328,137 |
| 2020 | Plan NameINTEGRATED WEALTHCARE, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$258,549 / $342,635 | 2020 | INTEGRATED WEALTHCARE, LLC 401K PLAN - Plan #001 | 4 / 3 | $258,549 / $342,635 |
| 2019 | Plan NameINTEGRATED WEALTHCARE, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$189,226 / $258,549 | 2019 | INTEGRATED WEALTHCARE, LLC 401K PLAN - Plan #001 | 4 / 4 | $189,226 / $258,549 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INTEGRATED WEALTHCARE
3211 Shannon Road STE 420, Durham, NC 27707 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$49,900 Forgiven$50,514 LenderCustomers Bank Jobs4 | 04/15/2020 | $49,900 | $50,514 | Customers Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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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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