Joe Davis Financial Associates, LLC at 32 N Main ST STE B, Marion, Nc 28752 lists Joe Davis of Marion, NC as the associate.
Davis, Joe
Registered Agent
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32 N MAIN ST STE B, MARION, NC 28752
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Joe Davis
Manager
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32 N MAIN ST STE B, MARION, NC 28752
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32 N MAIN ST STE B, MARION, NC 28752
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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 |
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor