Pacioli, LLC

North Carolina
Registered In
11/10/2020
Incorp. Date

Company Summary

Pacioli, LLC at 240 Leigh Farm Rd STE 400, Durham, Nc 27707 lists James G. Huckabee , IV of Durham, NC and Whit Newton of Raleigh, NC as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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Irvin, Charles D, Registered Agent
240 LEIGH FARM RD STE 400, DURHAM, NC 27707
James G. Huckabee , IV Manager
240 LEIGH FARM RD STE 400, DURHAM, NC 27707
Whit Newton Manager
1201 EDWARDS MILL RD STE 200, RALEIGH, NC 27607
Charles D. Irvin Manager
240 LEIGH FARM RD STE 400, DURHAM, NC 27707
240 LEIGH FARM RD STE 400, DURHAM, NC 27707 View Map

Financial Information for Pacioli, LLC

Form 5500

PACIOLI, LLC

240 Leigh Farm Road STE 400, Durham, Nc 27707 (919) 755-3287 EIN:85-3863598 Plan Admin:Charles Irvin
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLUCA PARTNERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$613,084 / $1,072,521 2023 LUCA PARTNERS 401(K) PROFIT SHARING PLAN - Plan #001 25 / 26 $613,084 / $1,072,521
2022 Plan NameLUCA PARTNERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 25 Assets BOY/EOY$491,734 / $613,084 2022 LUCA PARTNERS 401(K) PROFIT SHARING PLAN - Plan #001 19 / 25 $491,734 / $613,084
2021 Plan NameLUCA PARTNERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 19 Assets BOY/EOY$0 / $491,734 2021 LUCA PARTNERS 401(K) PROFIT SHARING PLAN - Plan #001 17 / 19 $0 / $491,734
Benefit & Retirement Plans based on Form 5500.
Address Match:240 Leigh Farm Rd Ste 400 Durham, NC
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Pacioli LLC Registered in New Jersey
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Pacioli Operations LLC Registered in New Jersey
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Pacioli Operations LLC Registered in West Virginia
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Pacioli Consulting LLC Registered in Washington
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Pacioli Consulting LLC Registered in Colorado
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Address Match:240 Leigh Farm Rd Durham, NC
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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