James Investment Management, LLC

Cary, NC

North Carolina

Registered In

07/23/2013

Incorp. Date

Company Summary

James Investment Management, LLC at 1150 NW Maynard Rd STE 110, Cary, Nc 27513 lists James M Mertens of Cary, NC as the associate.

Registered In: North Carolina
Incorporation Date: 07/23/2013
Registration Type: Domestic
Company Type: Limited Liability Company
Status: Current-Active
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Bratcher Adams Folk, Pllc Registered Agent	5000 CENTREGREEN WAY, CARY, NC 27513
James M Mertens Managing Member	1150 NW MAYNARD RD STE 110, CARY, NC 27513

1150 NW MAYNARD RD STE 110, CARY, NC 27513 View Map

Financial Information for James Investment Management, LLC

Form 5500

JAMES INVESTMENT MANAGEMENT, LLC

1150 NW Maynard Road Suite 110, Cary, Nc 27513 (919) 468-3783 EIN:61-1718264 Plan Admin:James Mertens

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameJAMES INVESTMENT MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$435,234 / $0	2020	JAMES INVESTMENT MANAGEMENT 401(K) PLAN - Plan #001	2 / 0	$435,234 / $0
2019	Plan NameJAMES INVESTMENT MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$320,029 / $435,234	2019	JAMES INVESTMENT MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$320,029 / $435,234

Benefit & Retirement Plans based on Form 5500.

PPP Loans

JAMES INVESTMENT MANAGEMENT LLC

1150 NW Maynard Rd, Cary, Nc 27513-4993

Loan Date	Approved	Forgiven	Lender	Jobs
05/21/2020	Approved$35,600 Forgiven$31,266 LenderPNC Bank, National Association Jobs1	05/21/2020	$35,600	$31,266	PNC Bank, National Association	1

PPP Loans based on Paycheck Protection Program.

Address Match:1150 Nw Maynard Rd Ste 110 Cary, 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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