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.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Ross, Jessica M
Registered Agent
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2101 SARDIS RD STE 204, CHARLOTTE, NC 28277
|
|
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Jessica Ross
Chief Financial Officer
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2101 SARDIS RD N, CHARLOTTE, NC 28227
2101 SARDIS RD STE 204, CHARLOTTE, NC 28227
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Map & Locations
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2101 SARDIS RD STE 204, CHARLOTTE, NC 28277
View Map
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Financials
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.
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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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