Sovereign Investment Group, Inc.
North Carolina
Registered In
08/14/2019
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Sovereign Investment Group, Inc. at 104 Welton Way, Mooresville, Nc 28117 lists Lisa Delisi of Mooresville, NC 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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Delisi, Theodore John
Registered Agent
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104 WELTON WAY, MOORESVILLE, NC 28117
|
|
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Lisa Delisi
Chief Financial Officer
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104 WELTON WAY, MOORESVILLE, NC 28117
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Map & Locations
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104 WELTON WAY, MOORESVILLE, NC 28117
View Map
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Financials
Financial Information for Sovereign Investment Group, Inc.
Form 5500
SOVEREIGN INVESTMENT GROUP, INC.
104 Welton Way, Mooresville, Nc 28117 (704) 508-4949 EIN:65-0881820 Plan Admin:Penelope Paugh| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCARSON WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$90,194 / $157,779 | 2022 | CARSON WEALTH 401(K) PLAN - Plan #001 | 4 / 5 | $90,194 / $157,779 |
| 2021 | Plan NameCARSON WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$23,936 / $90,194 | 2021 | CARSON WEALTH 401(K) PLAN - Plan #001 | 5 / 4 | $23,936 / $90,194 |
| 2020 | Plan NameCARSON WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $23,936 | 2020 | CARSON WEALTH 401(K) PLAN - Plan #001 | 5 / 5 | $0 / $23,936 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SOVEREIGN INVESTMENT GROUP
104 Welton Way, Mooresville, Nc 28117-9163 Industry:Miscellaneous Intermediation Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$51,081 Forgiven$51,593 LenderBank of America, National Association Jobs5 | 05/01/2020 | $51,081 | $51,593 | Bank of America, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:104 Welton Way Mooresville, NC
|
Freedom 1, LLC
Registered in North Carolina
|
Mooresville, NC | View Report |
Related Business Names:
|
Sovereign Investment Group, Inc.
Registered in Michigan
|
Detroit, MI | View Report | |
|
Sovereign Investment Group, Inc.
Registered in Florida
|
Boca Raton, FL Statesville, NC | View Report | |
|
Sovereign Investment and Marketing Group, Inc.
Registered in Georgia
|
Lithonia, GA | View Report | |
|
Sovereign Investment Group, Inc.
Registered in Ohio
|
Pickerington, OH | View Report | |
|
Sovereign Investment Group, Inc
Registered in Colorado
|
Colorado Springs, CO Greenwood Village, CO | View Report | |
|
Sovereign Investment Group, Inc.
Registered in Nevada
|
Las Vegas, NV | View Report | |
|
Sovereign Capital Investment Group, Inc.
Registered in Florida
|
Fort Myers, FL | View Report | |
|
Sovereign Investment Group, Inc. of Nevada
Registered in Florida
|
Las Vegas, NV Orlando, FL | View Report |
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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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