Eastover Investment Advisors LLC
North Carolina
Registered In
06/16/2009
Incorp. Date
Company Summary
Eastover Investment Advisors LLC at 509 Fenton Pl, Charlotte, Nc 28207 lists Will Mackey of Charlotte, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Mackey, Will
Registered Agent
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509 FENTON PL, CHARLOTTE, NC 28207
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Will Mackey
CEO
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509 FENTON PL, CHARLOTTE, NC 28207
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509 FENTON PL, CHARLOTTE, NC 28207
View Map
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Financial Information for Eastover Investment Advisors LLC
Form 5500
EASTOVER INVESTMENT ADVISORS, LLC
509 Fenton Place, Charlotte, Nc 28207 (704) 336-6818 EIN:27-0382777 Plan Admin:Will Mackey| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameEASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$937,283 / $1,384,162 | 2023 | EASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 | 6 / 5 | $937,283 / $1,384,162 |
| 2022 | Plan NameEASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,100,735 / $937,283 | 2022 | EASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 | 6 / 6 | $1,100,735 / $937,283 |
| 2021 | Plan NameEASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$890,491 / $1,100,735 | 2021 | EASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 6 | $890,491 / $1,100,735 |
| 2020 | Plan NameEASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$609,701 / $890,491 | 2020 | EASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $609,701 / $890,491 |
| 2019 | Plan NameEASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$381,675 / $609,701 | 2019 | EASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $381,675 / $609,701 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
EASTOVER INVESTMENT ADVISORS, LLC
509 Fenton Place, CHARLOTTE, NC 28207-1919 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/03/2020 | Approved$67,200 Forgiven$67,911 LenderSouth Atlantic Bank Jobs4 | 04/03/2020 | $67,200 | $67,911 | South Atlantic Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:509 Fenton Pl 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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