American Financial Education Alliance
North Carolina
Registered In
05/31/2011
Incorp. Date
Company Summary
American Financial Education Alliance at 8510 Mcalpine Park Dr STE 201, Charlotte, Nc 28211 lists Mcclanahan, James R., II of Charlotte, NC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Non-Profit Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Mcclanahan, James R., II
Registered Agent
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8510 MCALPINE PARK DR STE 201, CHARLOTTE, NC 28211
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8510 MCALPINE PARK DR STE 201, CHARLOTTE, NC 28211
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Financial Information for American Financial Education Alliance
Form 5500
AMERICAN FINANCIAL EDUCATION ALLIANCE
10020 Monroe Rd. Suite170-234, Matthews, Nc 28105 (704) 246-5753 EIN:38-3844292 Plan Admin:Kaeleen Bruce| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameAMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$81,267 / $119,155 | 2022 | AMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN - Plan #001 | 11 / 13 | $81,267 / $119,155 |
| 2021 | Plan NameAMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$43,675 / $81,267 | 2021 | AMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN - Plan #001 | 11 / 11 | $43,675 / $81,267 |
| 2020 | Plan NameAMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$16,112 / $43,675 | 2020 | AMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN - Plan #001 | 8 / 11 | $16,112 / $43,675 |
| 2019 | Plan NameAMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$0 / $16,112 | 2019 | AMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN - Plan #001 | 8 / 8 | $0 / $16,112 |
Benefit & Retirement Plans based on Form 5500.
Form 990
AMERICAN FINANCIAL EDUCATION ALLIANCE
8514 Mcalpine Park Dr STE 280, Charlotte, Nc 28211-5204 EIN:38-3844292 Deductibility:Contributions are deductible Classification:Charitable Organization; Educational Organization Type:Financial Counseling| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2021 | # of Emps0 Contributions$459,814 Revenue$614,339 Expenses$804,460 Assets EOY$225,082 Liabilities$165,206 | 2021 | 0 | $459,814 | $614,339 | $804,460 | $225,082 | $165,206 |
| 2019 | # of Emps19 Contributions$652,235 Revenue$1,058,191 Expenses$947,598 Assets EOY$226,529 Liabilities$11,396 | 2019 | 19 | $652,235 | $1,058,191 | $947,598 | $226,529 | $11,396 |
| 2018 | # of Emps19 Contributions$430,785 Revenue$707,229 Expenses$642,565 Assets EOY$113,521 Liabilities$8,981 | 2018 | 19 | $430,785 | $707,229 | $642,565 | $113,521 | $8,981 |
Form 990N
AMERICAN FINANCIAL EDUCATION ALLIANCE
8510 McAlpine Park Dr Ste 201, Charlotte, NC 28211 EIN:38-3844292 James McClanahan (Officer) 8510 McAlpine Park Dr Ste 201, Charlotte, NC 28211| Year | Gross Receipts 50K or Less | Terminated |
|---|---|---|
| 2013 | Yes | No |
Tax Returns based on Form 990 & 990N.
PPP Loans
AMERICAN FINANCIAL EDUCATION ALLIANCE
8514 McAlpine Park Dr Ste 280, Charlotte, NC 28211-5204 Industry:All Other Miscellaneous Schools and Instruction Ethnicity:Not Hispanic or Latino Race:Black or African American Veteran:Yes| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/17/2021 | Approved$91,837 Forgiven$92,308 LenderBank of America, National Association Jobs10 | 02/17/2021 | $91,837 | $92,308 | Bank of America, National Association | 10 |
| 05/01/2020 | Approved$101,837 Forgiven$92,952 LenderBank of America, National Association Jobs14 | 05/01/2020 | $101,837 | $92,952 | Bank of America, National Association | 14 |
PPP Loans based on Paycheck Protection Program.
Address Match:8510 Mcalpine Park Dr Ste 201 Charlotte, 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 Internal Revenue Service
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