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.
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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Zingaretti, Angelo W
Registered Agent
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16928 LANCASTER HWY STE 109, CHARLOTTE, NC 28277
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William Haygood , III
Managing Member
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301 E TREMONT AVE STE D, CHARLOTTE, NC 28203
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Rodney Faulkner
Managing Member
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301 E TREMONT AVE STE D, CHARLOTTE, NC 28203
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Map & Locations
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301 E TREMONT AVE STE D, CHARLOTTE, NC 28202
View Map
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16928 LANCASTER HWY STE 109, CHARLOTTE, NC 28277
(Mailing)
View Map
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Financials
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.
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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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