7 Mile Advisors, LLC at 508 W 5th ST STE 225, Charlotte, Nc 28202 lists James A Davis , III and Andy Johnston of Charlotte, NC as associates.
Davis, Leroy
Registered Agent
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508 W 5TH ST STE 225, CHARLOTTE, NC 28202
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James A Davis , III
Member
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2419 DANBURY ST, CHARLOTTE, NC 28211
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Andy Johnston
Member
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336 TRANQUIL AVE, CHARLOTTE, NC 28209
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Leroy Davis
Manager
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11828 STEPHENSON CT, CHARLOTTE, NC 28277
(View Past Addresses)
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508 W 5TH ST STE 225, CHARLOTTE, NC 28202
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
---|---|---|---|---|---|
2022 | Plan Name7 MILE ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY33 / 32 Assets BOY/EOY$3,896,939 / $3,965,648 | 2022 | 7 MILE ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 33 / 32 | $3,896,939 / $3,965,648 |
2022 | Plan Name7 MILE ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY20 / 14 Assets BOY/EOY$1,473,929 / $1,222,323 | 2022 | 7 MILE ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 20 / 14 | $1,473,929 / $1,222,323 |
2021 | Plan Name7 MILE ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$3,132,362 / $3,896,939 | 2021 | 7 MILE ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 19 / 19 | $3,132,362 / $3,896,939 |
2021 | Plan Name7 MILE ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY17 / 20 Assets BOY/EOY$1,198,115 / $1,473,929 | 2021 | 7 MILE ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 17 / 20 | $1,198,115 / $1,473,929 |
2020 | Plan Name7 MILE ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 22 Assets BOY/EOY$2,474,174 / $3,132,362 | 2020 | 7 MILE ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 18 / 22 | $2,474,174 / $3,132,362 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
---|---|---|---|---|---|---|
04/28/2020 | Approved$483,304 Forgiven$489,157 LenderFirst Horizon Bank Jobs25 | 04/28/2020 | $483,304 | $489,157 | First Horizon Bank | 25 |
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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