Sycamore Financial Planning, LLC

North Carolina
Registered In
02/25/2011
Incorp. Date

Company Summary

Sycamore Financial Planning, LLC at 1005 Slater Rd STE 320, Durham, Nc 27703 lists Charles R. Clifton of Durham, NC as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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Clifton, Charles Registered Agent
1005 SLATER RD STE 320, DURHAM, NC 27703
Charles R. Clifton Manager
1005 SLATER RD STE 320, DURHAM, NC 27703
1005 SLATER RD STE 320, DURHAM, NC 27703 View Map

Financial Information for Sycamore Financial Planning, LLC

Form 5500

SYCAMORE FINANCIAL PLANNING, LLC

1005 Slater Road Suite 320, Durham, Nc 27703 (919) 794-3190 EIN:45-3264770 Plan Admin:Guideline, Inc.
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SYCAMORE FINANCIAL PLANNING LLC

1005 Slater Rd, Durham, Nc 27703-5424
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
PPP Loans based on Paycheck Protection Program.
Address Match:1005 Slater Rd Durham, 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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