Sycamore Financial Planning, LLC at 1005 Slater Rd STE 320, Durham, Nc 27703 lists Charles R. Clifton of Durham, NC as the associate.
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Clifton, Charles
Registered Agent
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1005 SLATER RD STE 320, DURHAM, NC 27703
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Charles R. Clifton
Manager
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1005 SLATER RD STE 320, DURHAM, NC 27703
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1005 SLATER RD STE 320, DURHAM, NC 27703
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSYCAMORE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$204,221 / $346,443 | 2023 | SYCAMORE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 5 / 6 | $204,221 / $346,443 |
| 2022 | Plan NameSYCAMORE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$204,182 / $204,221 | 2022 | SYCAMORE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 6 / 5 | $204,182 / $204,221 |
| 2021 | Plan NameSYCAMORE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$126,194 / $204,182 | 2021 | SYCAMORE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 4 / 6 | $126,194 / $204,182 |
| 2020 | Plan NameSYCAMORE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$83,955 / $126,194 | 2020 | SYCAMORE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 4 / 4 | $83,955 / $126,194 |
| 2019 | Plan NameSYCAMORE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$29,703 / $83,955 | 2019 | SYCAMORE FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 3 / 4 | $29,703 / $83,955 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$47,100 Forgiven$47,551 LenderPNC Bank, National Association Jobs4 | 04/14/2020 | $47,100 | $47,551 | PNC Bank, National Association | 4 |
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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