Woodward Financial Advisors, Inc.
North Carolina
Registered In
05/20/2009
Incorp. Date
Company Summary
Woodward Financial Advisors, Inc. at 1504 E Franklin ST STE 105, Chapel Hill, Nc 27514 lists James R. Miller , Jr. of Chapel Hill, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Miller, James
Registered Agent
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15006 BARNHARDT CT, CHAPEL HILL, NC 27517
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James R. Miller , Jr.
President
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15006 BARNHARDT CT, CHAPEL HILL, NC 27517
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1504 E FRANKLIN ST STE 105, CHAPEL HILL, NC 27514
View Map
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15006 BARNHARDT CT, CHAPEL HILL, NC 27517
(Mailing)
View Map
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Financial Information for Woodward Financial Advisors, Inc.
Form 5500
WOODWARD FINANCIAL ADVISORS, INC.
1504 E. Franklin Street Suite 105, Chapel Hill, Nc 27514 (919) 929-2495 EIN:27-0229194 Plan Admin:James R Miller| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,137,891 / $815,603 | 2022 | WOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 | 11 / 11 | $1,137,891 / $815,603 |
| 2021 | Plan NameWOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$838,979 / $1,137,891 | 2021 | WOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 | 9 / 11 | $838,979 / $1,137,891 |
| 2020 | Plan NameWOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$715,059 / $838,979 | 2020 | WOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 | 8 / 9 | $715,059 / $838,979 |
| 2019 | Plan NameWOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$490,349 / $715,059 | 2019 | WOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 | 7 / 8 | $490,349 / $715,059 |
Benefit & Retirement Plans based on Form 5500.
Address Match:1504 E Franklin St Ste 105 Chapel Hill, NC
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|
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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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