Retirement Plan Analytics, LLC
North Carolina
Registered In
04/24/2015
Incorp. Date
Company Summary
Retirement Plan Analytics, LLC at 10706 Sikes Pl STE 125, Charlotte, Nc 28277 lists Todd Everett Timmerman of Charlotte, NC as the associate.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Timmerman, Todd Everett
Registered Agent
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10715 SIKES PL STE 100, CHARLOTTE, NC 28277
|
|
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Todd Everett Timmerman
Managing Member
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10715 SIKES PL STE 100, CHARLOTTE, NC 28277
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Map & Locations
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10706 SIKES PL STE 125, CHARLOTTE, NC 28277
View Map
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Financials
Financial Information for Retirement Plan Analytics, LLC
Form 5500
RETIREMENT PLAN ANALYTICS, LLC
10706 Sikes Place Suite 125, Charlotte, Nc 28277 (980) 233-1351 EIN:47-3768337 Plan Admin:Administrative Group, Llc Dba Tag Resources| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameRETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$892,651 / $1,267,410 | 2023 | RETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 12 | $892,651 / $1,267,410 |
| 2022 | Plan NameRETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$778,299 / $892,651 | 2022 | RETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 11 | $778,299 / $892,651 |
| 2022 | Plan NameRETIREMENT PLAN ANALYTICS CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$309,030 / $655,189 | 2022 | RETIREMENT PLAN ANALYTICS CASH BALANCE PLAN - Plan #002 | 4 / 4 | $309,030 / $655,189 |
| 2021 | Plan NameRETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$556,027 / $778,299 | 2021 | RETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 10 | $556,027 / $778,299 |
| 2020 | Plan NameRETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$550,742 / $556,027 | 2020 | RETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $550,742 / $556,027 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RETIREMENT PLAN ANALYTICS
10706 Sikes Pl STE 175, Charlotte, Nc 28277-8016| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$124,400 Forgiven$125,780 LenderFirst-Citizens Bank & Trust Company Jobs8 | 04/30/2020 | $124,400 | $125,780 | First-Citizens Bank & Trust Company | 8 |
PPP Loans based on Paycheck Protection Program.
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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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