Colony Family Offices, LLC

North Carolina
Registered In
11/26/2012
Incorp. Date

Company Summary

Colony Family Offices, LLC at 4250 Congress ST STE 175, Charlotte, Nc 28209 lists Eric Ridenour of Charlotte, 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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Ridenour, Eric Registered Agent
4250 CONGRESS ST STE 175, CHARLOTTE, NC 28209
Eric Ridenour Manager
4250 CONGRESS ST STE 175, CHARLOTTE, NC 28209
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4250 CONGRESS ST STE 175, CHARLOTTE, NC 28209 View Map

Financial Information for Colony Family Offices, LLC

Form 5500

COLONY FAMILY OFFICES LLC

4250 Congress Street Suite 175, Charlotte, Nc 28209 (704) 285-7300 EIN:36-4753754 Plan Admin:Eric Ridenour
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCOLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$2,707,329 / $2,672,367 2022 COLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 16 / 19 $2,707,329 / $2,672,367
2021 Plan NameCOLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$2,308,038 / $2,707,329 2021 COLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 17 / 15 $2,308,038 / $2,707,329
2020 Plan NameCOLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY19 / 17 Assets BOY/EOY$1,705,389 / $2,308,038 2020 COLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 19 / 17 $1,705,389 / $2,308,038
2019 Plan NameCOLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,142,170 / $1,705,389 2019 COLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 17 / 18 $1,142,170 / $1,705,389
Benefit & Retirement Plans based on Form 5500.
PPP Loans

COLONY FAMILY OFFICES LLC

4250 Congress ST STE 175, Charlotte, Nc 28209-0038 Industry:Office Administrative Services
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$237,500 Forgiven$238,714 LenderFirst-Citizens Bank & Trust Company Jobs12 04/29/2020 $237,500 $238,714 First-Citizens Bank & Trust Company 12
PPP Loans based on Paycheck Protection Program.
Address Match:4250 Congress St Ste 175 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
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