Phoenix Investors, a Limited Liability Company

North Carolina
Registered In
07/01/2022
Incorp. Date
Foreign
Registration Type
Wisconsin
Foreign Jurisdiction

Company Summary

Phoenix Investors, a Limited Liability Company at 401 E Kilbourn Ave STE 201, Milwaukee, Wi 53202 lists David M. Marks of Milwaukee, WI as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Wisconsin
Company Type
Limited Liability Company
Status
Current-Active
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SEC | EDGAR Trellis.Law Recent News
Ct Corporation System Registered Agent
160 MINE LAKE CT STE 200, RALEIGH, NC 27615
David M. Marks Manager
401 E KILBOURN AVE STE 201, MILWAUKEE, WI 53202
401 E KILBOURN AVE STE 201, MILWAUKEE, WI 53202 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financial Information for Phoenix Investors, a Limited Liability Company

Form 5500

PHOENIX INVESTORS A LIMITED LIABILITY COMPANY

401 E. Kilborn Ave. Ste. 201, Milwaukee, Wi 53202 (414) 283-2639 EIN:39-1785189 Plan Admin:Randy Martinez
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePHOENIX INVESTORS 401(K) PLAN Plan #001 Participants BOY/EOY125 / 128 Assets BOY/EOY$3,466,086 / $3,898,186 2022 PHOENIX INVESTORS 401(K) PLAN - Plan #001 125 / 128 $3,466,086 / $3,898,186
2021 Plan NamePHOENIX INVESTORS 401(K) PLAN Plan #001 Participants BOY/EOY84 / 152 Assets BOY/EOY$1,792,100 / $3,466,086 2021 PHOENIX INVESTORS 401(K) PLAN - Plan #001 84 / 152 $1,792,100 / $3,466,086
2020 Plan NamePHOENIX INVESTORS 401(K) PLAN Plan #001 Participants BOY/EOY91 / 117 Assets BOY/EOY$1,100,821 / $1,792,100 2020 PHOENIX INVESTORS 401(K) PLAN - Plan #001 91 / 117 $1,100,821 / $1,792,100
2019 Plan NamePHOENIX INVESTORS 401(K) PLAN Plan #001 Participants BOY/EOY84 / 93 Assets BOY/EOY$448,873 / $1,100,821 2019 PHOENIX INVESTORS 401(K) PLAN - Plan #001 84 / 93 $448,873 / $1,100,821
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PHOENIX INVESTORS, A LIMITED LIABILITY COMPANY

401 East Kilbourn Ave #201, Milwaukee, Wi 53202-3212
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$735,000 Forgiven$743,095 LenderIncredibleBank Jobs39 04/07/2020 $735,000 $743,095 IncredibleBank 39
PPP Loans based on Paycheck Protection Program.
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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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