Jlm Advisors, LLC

North Carolina
Registered In
06/04/2012
Incorp. Date

Company Summary

Jlm Advisors, LLC at 6235 Carnegie Blvd, Charlotte, Nc 28211 lists Jlm Advisors Llc of Charlotte, NC as the associate.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
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People

Mcmanus, James L. Registered Agent
6235 CARNEGIE BLVD, CHARLOTTE, NC 28211 (View Past Addresses)
Jlm Advisors Llc Chairman
6235 CARNEGIE BLVD, CHARLOTTE, NC 28211
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

6235 CARNEGIE BLVD, CHARLOTTE, NC 28211 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Jlm Advisors, LLC

Form 5500

JLM ADVISORS, LLC

6235 Carnegie Blvd, Charlotte, Nc 28211 (704) 578-1680 EIN:45-4125460 Plan Admin:Stephen Flannery
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameJLM ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$485,799 / $779,929 2023 JLM ADVISORS, LLC CASH BALANCE PLAN - Plan #002 3 / 3 $485,799 / $779,929
2023 Plan NameJLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$189,048 / $283,070 2023 JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $189,048 / $283,070
2022 Plan NameJLM ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 2 Assets BOY/EOY$340,484 / $485,799 2022 JLM ADVISORS, LLC CASH BALANCE PLAN - Plan #002 1 / 2 $340,484 / $485,799
2022 Plan NameJLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$109,740 / $189,048 2022 JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 3 $109,740 / $189,048
2021 Plan NameJLM ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 1 Assets BOY/EOY$127,928 / $340,484 2021 JLM ADVISORS, LLC CASH BALANCE PLAN - Plan #002 2 / 1 $127,928 / $340,484
2021 Plan NameJLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$56,774 / $109,740 2021 JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $56,774 / $109,740
2020 Plan NameJLM ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 1 Assets BOY/EOY$0 / $127,928 2020 JLM ADVISORS, LLC CASH BALANCE PLAN - Plan #002 2 / 1 $0 / $127,928
2020 Plan NameJLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $56,774 2020 JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $0 / $56,774
Benefit & Retirement Plans based on Form 5500.
PPP Loans

JLM ADVISORS LLC

6235 Morrison Blvd, Charlotte, NC 28211 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$30,703 Forgiven$30,913 LenderCommunity First Bank, Inc. Jobs2 04/15/2020 $30,703 $30,913 Community First Bank, Inc. 2
PPP Loans based on Paycheck Protection Program.

Linked Companies

Person/Address Match:Jlm Advisors Llc -
Jlm Advisors LLC Registered in New York
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Miami Beach, FL Miami, FL View Report
Address Match:6235 Carnegie Blvd Charlotte, NC
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Related Business Names:
Jlm Advisors, LLC Registered in Florida
Miami, FL View Report
Jlm Advisors, LLC Registered in Texas
Dallas, TX View Report
Jlm Advisors, LLC Registered in Texas
Dallas, TX View Report
Jlm Healthcare Advisors LLC Registered in Minnesota
Apple Valley, MN View Report
Jlm Senior Living Advisors LLC Registered in Wisconsin
Franklin, WI View Report
Jlm Advisors LLC Registered in California
Santa Monica, CA View Report

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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