Boundary Street Advisors, LLC

North Carolina
Registered In
12/13/2018
Incorp. Date

Company Summary

Boundary Street Advisors, LLC at 301 E Tremont Ave STE D, Charlotte, Nc 28202 lists William Haygood , III and Rodney Faulkner of Charlotte, NC.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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SEC | EDGAR Trellis.Law Recent News
Zingaretti, Angelo W Registered Agent
16928 LANCASTER HWY STE 109, CHARLOTTE, NC 28277
William Haygood , III Managing Member
301 E TREMONT AVE STE D, CHARLOTTE, NC 28203
Rodney Faulkner Managing Member
301 E TREMONT AVE STE D, CHARLOTTE, NC 28203
301 E TREMONT AVE STE D, CHARLOTTE, NC 28202 View Map
16928 LANCASTER HWY STE 109, CHARLOTTE, NC 28277 (Mailing) View Map

Financial Information for Boundary Street Advisors, LLC

Form 5500

BOUNDARY STREET ADVISORS LLC

301 E Tremont Ave STE D, Charlotte, Nc 28203 (704) 833-8533 EIN:83-2820282 Plan Admin:Shirley Horner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBOUNDARY STREET ADVISORS 401K PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$5,813 / $17,242 2023 BOUNDARY STREET ADVISORS 401K PLAN - Plan #001 6 / 7 $5,813 / $17,242
2022 Plan NameBOUNDARY STREET ADVISORS 401K PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $5,813 2022 BOUNDARY STREET ADVISORS 401K PLAN - Plan #001 4 / 5 $0 / $5,813
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOUNDARY STREET ADVISORS LLC

301 E Tremont Ave Ste D, Charlotte, NC 28203-5484 Industry:Residential Property Managers Race:Black or African American
Loan Date Approved Forgiven Lender Jobs
02/04/2021 Approved$11,654 Forgiven$11,704 LenderUwharrie Bank Jobs1 02/04/2021 $11,654 $11,704 Uwharrie Bank 1
PPP Loans based on Paycheck Protection Program.
Address Match:301 E Tremont Ave 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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