Lifeplan Tax and Insurance Group, Inc.
North Carolina
Registered In
10/25/2010
Incorp. Date
Company Summary
Lifeplan Tax and Insurance Group, Inc. at 7201 Creedmoor Rd STE 147, Raleigh, Nc 27613 lists Alex P Sutherland and Kenneth A Sutherland of Raleigh, NC.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Carlton, Terry J
Registered Agent
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1951 CLARK AVE, RALEIGH, NC 27605
PO BOX 10669, RALEIGH, NC 27605
(Mailing)
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Alex P Sutherland
President
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7201 CREEDMOOR RD STE 147, RALEIGH, NC 27613
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Kenneth A Sutherland
Secretary
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7201 CREEDMOOR RD STE 147, RALEIGH, NC 27613
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Map & Locations
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7201 CREEDMOOR RD STE 147, RALEIGH, NC 27613
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Lifeplan Tax and Insurance Group, Inc.
Form 5500
LIFEPLAN TAX AND INSURANCE GROUP, INC.
7201 Creedmoor Rd. Suite 147, Raleigh, Nc 27613 (919) 858-6119 EIN:27-3753174 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLIFEPLAN GROUP 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$545,146 / $767,064 | 2023 | LIFEPLAN GROUP 401(K) PLAN - Plan #001 | 7 / 8 | $545,146 / $767,064 |
| 2022 | Plan NameLIFEPLAN GROUP 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$431,917 / $545,146 | 2022 | LIFEPLAN GROUP 401(K) PLAN - Plan #001 | 8 / 8 | $431,917 / $545,146 |
| 2021 | Plan NameLIFEPLAN GROUP 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$277,567 / $431,917 | 2021 | LIFEPLAN GROUP 401(K) PLAN - Plan #001 | 8 / 8 | $277,567 / $431,917 |
| 2020 | Plan NameLIFEPLAN GROUP 401(K) PLAN Plan #001 Participants BOY/EOY5 / 8 Assets BOY/EOY$181,507 / $277,567 | 2020 | LIFEPLAN GROUP 401(K) PLAN - Plan #001 | 5 / 8 | $181,507 / $277,567 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIFEPLAN TAX AND INSURANCE GROUP INC
7201 Creedmoor Rd Ste 147, Raleigh, NC 27613-1685 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/01/2021 | Approved$94,325 Forgiven$95,049 LenderReadycap Lending, LLC Jobs7 | 02/01/2021 | $94,325 | $95,049 | Readycap Lending, LLC | 7 |
| 04/14/2020 | Approved$100,900 Forgiven$101,724 LenderCustomers Bank Jobs6 | 04/14/2020 | $100,900 | $101,724 | Customers Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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