Continuum Advisory Group, LLC

North Carolina
Registered In
04/27/2010
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Continuum Advisory Group, LLC at 715 Water Hickory Dr, Cary, Nc 27519 lists Kelcey Henderson of Raleigh, NC and Michelle Jozefczyk of Arvada, CO as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Limited Liability Company
Status
Current-Active
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Ellis, Clark Registered Agent
715 WATER HICKORY DR, CARY, NC 27519
Kelcey Henderson President
202 HECK ST, RALEIGH, NC 27601
Michelle Jozefczyk Administrative Member
6935 W 60TH AVE, ARVADA, CO 80003
Clark Ellis Executive Officer
715 WATER HICKORY DR, CARY, NC 27519
715 WATER HICKORY DR, CARY, NC 27519 View Map

Financial Information for Continuum Advisory Group, LLC

Form 5500

CONTINUUM ADVISORY GROUP, LLC

PO Box 25868, Raleigh, Nc 27611 (919) 576-9002 EIN:27-2385014 Plan Admin:Michelle Jozefczyk
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$357,902 / $478,884 2023 CONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $357,902 / $478,884
2022 Plan NameCONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$375,796 / $357,902 2022 CONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $375,796 / $357,902
2021 Plan NameCONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$273,641 / $375,796 2021 CONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $273,641 / $375,796
2020 Plan NameCONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$189,275 / $273,641 2020 CONTINUUM ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 0 / 5 $189,275 / $273,641
2019 Plan NameCONTINUUM ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$190,145 / $189,275 2019 CONTINUUM ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 7 / 6 $190,145 / $189,275
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CONTINUUM ADVISORY GROUP LLC

202 Heck St, Raleigh, Nc 27601-1279 Industry:All Other Business Support Services
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$97,400 Forgiven$98,093 LenderFirst National Bank of Pennsylvania Jobs5 04/08/2020 $97,400 $98,093 First National Bank of Pennsylvania 5
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Continuum Advisory Group,LLC Registered in Ohio
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Continuum Advisory Group, LLC Registered in Colorado
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Person/City Match:Michelle Jozefczyk - Arvada, CO
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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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