Cfsc Shared Services, LLC at 601 E 5th ST STE 450, Charlotte, Nc 28202 lists James Lm Taylor and Robert Kelly of Charlotte, NC as associates.
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Bales, James C
Registered Agent
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601 E 5TH ST STE 450, CHARLOTTE, NC 28202
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James Lm Taylor
CEO
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601 E 5TH ST STE 450, CHARLOTTE, NC 28202
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Robert Kelly
President
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715 E KINGSTON AVE, CHARLOTTE, NC 28203
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Jennifer Thompson
Vice President
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1515 SHAMROCK DR, CHARLOTTE, NC 28205
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601 E 5TH ST STE 450, CHARLOTTE, NC 28202
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY367 / 0 Assets BOY/EOY$0 / $0 | 2023 | CFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN - Plan #501 | 367 / 0 | $0 / $0 |
| 2022 | Plan NameCFSC SHARED SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY537 / 501 Assets BOY/EOY$10,484,863 / $8,850,790 | 2022 | CFSC SHARED SERVICES, LLC 401(K) PLAN - Plan #001 | 537 / 501 | $10,484,863 / $8,850,790 |
| 2022 | Plan NameCFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY294 / 0 Assets BOY/EOY$0 / $0 | 2022 | CFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN - Plan #501 | 294 / 0 | $0 / $0 |
| 2021 | Plan NameCFSC SHARED SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY462 / 500 Assets BOY/EOY$8,638,139 / $10,484,863 | 2021 | CFSC SHARED SERVICES, LLC 401(K) PLAN - Plan #001 | 462 / 500 | $8,638,139 / $10,484,863 |
| 2021 | Plan NameCFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY253 / 0 Assets BOY/EOY$0 / $0 | 2021 | CFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN - Plan #501 | 253 / 0 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$289,300 Forgiven$291,773 LenderFirst-Citizens Bank & Trust Company Jobs22 | 04/28/2020 | $289,300 | $291,773 | First-Citizens Bank & Trust Company | 22 |
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