Jones Gregg Financial, LLC

Charlotte, NC

North Carolina

Registered In

08/09/2007

Incorp. Date

Company Summary

Jones Gregg Financial, LLC at 6733 Fairview Rd APT D, Charlotte, Nc 28210 lists Andrew E Jones , Sr of Charlotte, NC as the associate.

Jones, Andrew E N Registered Agent	6733 FAIRVIEW RD APT D, CHARLOTTE, NC 28210
Andrew E Jones , Sr Managing Member	6733 D FAIRVIEW RD, CHARLOTTE, NC 28210

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6733 FAIRVIEW RD APT D, CHARLOTTE, NC 28210 View Map

Form 5500

6733 D Fairview Rd., Charlotte, Nc 28210 (704) 814-0123 EIN:26-0700134 Plan Admin:Andrew Jones

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$218,582 / $307,774	2023	JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001	3 / 3	$218,582 / $307,774
2022	Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$260,511 / $218,582	2022	JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001	3 / 2	$260,511 / $218,582
2021	Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$195,975 / $260,511	2021	JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001	2 / 3	$195,975 / $260,511
2020	Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$154,030 / $195,975	2020	JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001	3 / 2	$154,030 / $195,975
2019	Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$123,718 / $154,030	2019	JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001	3 / 3	$123,718 / $154,030

Benefit & Retirement Plans based on Form 5500.

PPP Loans

6733 Fairview Rd, Charlotte, Nc 28210-3365 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/12/2020	Approved$33,380 Forgiven$33,662 LenderSouthState Bank, National Association Jobs3	04/12/2020	$33,380	$33,662	SouthState Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:6733 Fairview Rd Apt D Charlotte, NC

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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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