Ross Insurance and Financial Services, Inc.

North Carolina
Registered In
07/27/2018
Incorp. Date

Company Summary

Ross Insurance and Financial Services, Inc. at 2101 Sardis Rd STE 204, Charlotte, Nc 28277 lists Jessica Ross of Charlotte, NC as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Ross, Jessica M Registered Agent
2101 SARDIS RD STE 204, CHARLOTTE, NC 28277
Jessica Ross Chief Financial Officer
2101 SARDIS RD N, CHARLOTTE, NC 28227 2101 SARDIS RD STE 204, CHARLOTTE, NC 28227
2101 SARDIS RD STE 204, CHARLOTTE, NC 28277 View Map

Financial Information for Ross Insurance and Financial Services, Inc.

Form 5500

ROSS INSURANCE AND FINANCIAL SERVICES, INC.

2101 Sardis Rd N Suite 204, Charlotte, Nc 28227 (704) 544-3205 EIN:83-1518582 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$58,804 / $0 2023 ROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN - Plan #001 6 / 0 $58,804 / $0
2022 Plan NameROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$35,063 / $58,804 2022 ROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN - Plan #001 4 / 6 $35,063 / $58,804
2021 Plan NameROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$6,496 / $35,063 2021 ROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN - Plan #001 3 / 4 $6,496 / $35,063
2020 Plan NameROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $6,496 2020 ROSS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN - Plan #001 0 / 3 $0 / $6,496
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ROSS INSURANCE AND FINANCIAL SERVICES, INC.

7903 Providence Road Suite 170, Charlotte, NC 28277 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$29,200 Forgiven$29,406 LenderBlue Ridge Bank, National Association Jobs4 04/15/2020 $29,200 $29,406 Blue Ridge Bank, National Association 4
PPP Loans based on Paycheck Protection Program.
Address Match:2101 Sardis Rd 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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