Greenway Wealth Advisors, LLC
North Carolina
Registered In
09/21/2017
Incorp. Date
Company Summary
Greenway Wealth Advisors, LLC at 1920 Abbott ST STE 300, Charlotte, Nc 28203 lists J. Nicholas Foy 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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Republic Registered Agent Llc
Registered Agent
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4111 ROSE LAKE RD APT -E, CHARLOTTE, NC 28217
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J. Nicholas Foy
Member
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605 MAGNOLIA AVE, CHARLOTTE, NC 28203
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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1920 ABBOTT ST STE 300, CHARLOTTE, NC 28203
View Map
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Financials
Financial Information for Greenway Wealth Advisors, LLC
Form 5500
GREENWAY WEALTH ADVISORS, LLC
1920 Abbott St. Ste. 300, Charlotte, Nc 28203 (704) 981-1228 EIN:82-2824407 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameGREENWAY WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$757,185 / $928,704 | 2023 | GREENWAY WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $757,185 / $928,704 |
| 2022 | Plan NameGREENWAY WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$837,242 / $757,185 | 2022 | GREENWAY WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $837,242 / $757,185 |
| 2021 | Plan NameGREENWAY WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$760,810 / $837,242 | 2021 | GREENWAY WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $760,810 / $837,242 |
| 2020 | Plan NameGREENWAY WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$130,439 / $760,810 | 2020 | GREENWAY WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $130,439 / $760,810 |
| 2019 | Plan NameGREENWAY WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$79,223 / $130,439 | 2019 | GREENWAY WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $79,223 / $130,439 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GREENWAY WEALTH ADVISORS, LLC
1920 Abbott Street Ste 300, Charlotte, NC 28203 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$34,700 Forgiven$34,999 LenderCustomers Bank Jobs4 | 04/14/2020 | $34,700 | $34,999 | Customers Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Address Match:1920 Abbott St Ste 300 Charlotte, NC
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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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