Green Valley Wealth Management, Inc
North Carolina
Registered In
12/07/2011
Incorp. Date
Company Summary
Green Valley Wealth Management, Inc at 3608 W Friendly Ave STE 100, Greensboro, Nc 27410 lists Phyllis G Lancaster and Susan A Rizzi of Greensboro, NC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Rizzi, Susan A.
Registered Agent
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2608 W FRIENDLY AVE STE 100, GREENSBORO, NC 27410
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Phyllis G Lancaster
Vice President
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907 WINTERLOCHEN DR, GREENSBORO, NC 27410
(View Past Addresses)
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Phyllis G Lancaster
Secretary
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907 WINTERLOCHEN DR, GREENSBORO, NC 27410
(View Past Addresses)
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Susan A Rizzi
PRESIDENT/TREASURER
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4 HOBBS PL, GREENSBORO, NC 27403
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3608 W FRIENDLY AVE STE 100, GREENSBORO, NC 27410
View Map
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2608 W FRIENDLY AVE STE 100, GREENSBORO, NC 27410
(Mailing)
View Map
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Financial Information for Green Valley Wealth Management, Inc
Form 5500
GREEN VALLEY WEALTH MANAGEMENT, INC.
3608 W. Friendly Ave. Suite 100, Greensboro, Nc 27410 (336) 676-6900 EIN:45-4004834 Plan Admin:Susan Rizzi| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameGREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$636,687 / $0 | 2023 | GREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 0 | $636,687 / $0 |
| 2022 | Plan NameGREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$672,139 / $636,687 | 2022 | GREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $672,139 / $636,687 |
| 2021 | Plan NameGREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$525,991 / $672,139 | 2021 | GREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $525,991 / $672,139 |
| 2020 | Plan NameGREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$408,184 / $525,991 | 2020 | GREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $408,184 / $525,991 |
| 2019 | Plan NameGREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$299,006 / $408,184 | 2019 | GREEN VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $299,006 / $408,184 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GREEN VALLEY WEALTH MANAGEMENT INC
3608 W Friendly Ave STE 100, Greensboro, Nc 27410| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$42,200 Forgiven$42,467 LenderFirst-Citizens Bank & Trust Company Jobs3 | 04/29/2020 | $42,200 | $42,467 | First-Citizens Bank & Trust Company | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:3608 W Friendly Ave Greensboro, 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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