Joe Davis Financial Associates, LLC

North Carolina
Registered In
12/06/2006
Incorp. Date

Company Summary

Joe Davis Financial Associates, LLC at 32 N Main ST STE B, Marion, Nc 28752 lists Joe Davis of Marion, NC as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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Davis, Joe Registered Agent
32 N MAIN ST STE B, MARION, NC 28752
Joe Davis Manager
32 N MAIN ST STE B, MARION, NC 28752
32 N MAIN ST STE B, MARION, NC 28752 View Map

Financial Information for Joe Davis Financial Associates, LLC

Form 5500

JOE DAVIS FINANCIAL ASSOCIATES, LLC

32 N. Main St., Suite B, Marion, Nc 28752 (828) 659-1600 EIN:20-8032828 Plan Admin:Joe Davis
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameJOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,130,980 / $3,771,531 2023 JOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 5 / 5 $3,130,980 / $3,771,531
2022 Plan NameJOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$3,440,863 / $3,130,980 2022 JOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 4 / 5 $3,440,863 / $3,130,980
2021 Plan NameJOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,853,480 / $3,440,863 2021 JOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 4 / 4 $2,853,480 / $3,440,863
2020 Plan NameJOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,336,622 / $2,853,480 2020 JOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 4 / 4 $2,336,622 / $2,853,480
2019 Plan NameJOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,819,155 / $2,336,622 2019 JOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 5 / 4 $1,819,155 / $2,336,622
Benefit & Retirement Plans based on Form 5500.
Address Match:32 N Main St Ste B Marion, NC
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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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