Lifespan Financial Strategies, Inc.
North Carolina
Registered In
05/29/2019
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Lifespan Financial Strategies, Inc. at 4030 Wake Forest Rd STE 349, Raleigh, Nc 27609 lists Laura Walsh of Weston, FL as the associate.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
Florida
Search Other Resources
People
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Northwest Registered Agent Service, Inc.
Registered Agent
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4030 Wake Forest Road, Ste 349 Raleigh, NC 27609
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Laura Walsh
President
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304 INDIAN TRCE STE 264, WESTON, FL 33326
(View Past Addresses)
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Laura Walsh
Secretary
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304 INDIAN TRCE STE 264, WESTON, FL 33326
(View Past Addresses)
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Laura Walsh
Treasurer
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304 INDIAN TRCE STE 264, WESTON, FL 33326
(View Past Addresses)
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Map & Locations
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4030 WAKE FOREST RD STE 349, RALEIGH, NC 27609
View Map
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Financials
Financial Information for Lifespan Financial Strategies, Inc.
Form 5500
LIFESPAN FINANCIAL STRATEGIES, INC.
1655 North Commerce Parkway STE 301, Weston, FL 33326 (954) 385-7812 EIN:65-0741655 Plan Admin:Laura Walsh| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,568,003 / $2,003,706 | 2023 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $1,568,003 / $2,003,706 |
| 2022 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,694,966 / $1,568,003 | 2022 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $1,694,966 / $1,568,003 |
| 2021 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,425,293 / $1,694,966 | 2021 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,425,293 / $1,694,966 |
| 2020 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,204,222 / $1,425,293 | 2020 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 5 | $1,204,222 / $1,425,293 |
| 2019 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$883,207 / $1,204,222 | 2019 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 6 | $883,207 / $1,204,222 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIFESPAN FINANCIAL STRATEGIES
STE 264 304 Indian Trce, Weston, FL 33326| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$87,555 Forgiven$88,303 LenderCross River Bank Jobs6 | 04/30/2020 | $87,555 | $88,303 | Cross River Bank | 6 |
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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