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.
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Ellis, Clark
Registered Agent
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715 WATER HICKORY DR, CARY, NC 27519
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Kelcey Henderson
President
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202 HECK ST, RALEIGH, NC 27601
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Michelle Jozefczyk
Administrative Member
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6935 W 60TH AVE, ARVADA, CO 80003
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Clark Ellis
Executive Officer
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715 WATER HICKORY DR, CARY, NC 27519
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715 WATER HICKORY DR, CARY, NC 27519
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| 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 |
| 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 |
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Continuum Advisory Group, LLC
Registered in Colorado
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Cary, NC Frederick, CO (2 more) | View Report | |
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Continuum Advisory Group LLC
Registered in Virginia
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Cary, NC Fairfax, VA | View Report |
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