The Independence Fund, Inc

North Carolina
Registered In
12/11/2015
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

The Independence Fund, Inc in Charlotte, NC was registered on 12/11/2015. It is listed at 412 Louise Ave, Charlotte, Nc 28204.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Non-Profit Corporation
Status
Current-Active
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Ct Corporation System Registered Agent
160 MINE LAKE CT STE 200, RALEIGH, NC 27615
412 LOUISE AVE, CHARLOTTE, NC 28204 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financial Information for The Independence Fund, Inc

Form 5500

THE INDEPENDENCE FUND INC

8349 Arrowridgeblvd STE R, Charlotte, Nc 28216 (888) 851-7996 EIN:26-0322088 Plan Admin:Erisa Fiduciary Services Inc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE INDEPENDENCE FUND INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 29 Assets BOY/EOY$0 / $149,265 2022 THE INDEPENDENCE FUND INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 15 / 29 $0 / $149,265
Benefit & Retirement Plans based on Form 5500.
Form 990

THE INDEPENDENCE FUND INC

8349 Arrowridge Blvd STE R, Charlotte, Nc 28273-5605 EIN:26-0322088 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Military & Veterans Organizations
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps32 Contributions$8,361,774 Revenue$8,567,110 Expenses$8,100,266 Assets EOY$7,812,789 Liabilities$538,006 2022 32 $8,361,774 $8,567,110 $8,100,266 $7,812,789 $538,006
2021 # of Emps27 Contributions$7,689,344 Revenue$7,884,607 Expenses$5,632,323 Assets EOY$8,188,141 Liabilities$519,266 2021 27 $7,689,344 $7,884,607 $5,632,323 $8,188,141 $519,266
2020 # of Emps27 Contributions$5,573,814 Revenue$5,645,725 Expenses$4,972,717 Assets EOY$5,616,879 Liabilities$807,577 2020 27 $5,573,814 $5,645,725 $4,972,717 $5,616,879 $807,577
2019 # of Emps29 Contributions$6,288,692 Revenue$6,457,795 Expenses$9,370,611 Assets EOY$4,603,509 Liabilities$273,923 2019 29 $6,288,692 $6,457,795 $9,370,611 $4,603,509 $273,923
2018 # of Emps16 Contributions$2,674,738 Revenue$2,716,829 Expenses$4,118,297 Assets EOY$7,625,323 Liabilities$344,962 2018 16 $2,674,738 $2,716,829 $4,118,297 $7,625,323 $344,962
Tax Returns based on Form 990 & 990N.
PPP Loans

THE INDEPENDENCE FUND

9013 Perimeter Woods Drive, Suite E, CHARLOTTE, NC 28216-0042 Industry:Civic and Social Organizations
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$405,300 Forgiven$409,803 LenderTowneBank Jobs18 04/07/2020 $405,300 $409,803 TowneBank 18
PPP Loans based on Paycheck Protection Program.
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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 Internal Revenue Service
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