Switchpoint Financial Planning LLC

Fayetteville, NC

North Carolina

Registered In

05/05/2023

Incorp. Date

Foreign

Registration Type

Utah

Foreign Jurisdiction

Company Summary

Switchpoint Financial Planning LLC at 6860 Woodmark Dr, Fayetteville, Nc 28314 lists James Sweeney and Kyle Wilhelm of Lehi, UT as the associates.

Registered In: North Carolina
Incorporation Date: 05/05/2023
Registration Type: Foreign
Foreign Jurisdiction: Utah
Company Type: Limited Liability Company
Status: Current-Active
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Shugart, Jessica Registered Agent	6860 WOODMARK DR, FAYETTEVILLE, NC 28314
James Sweeney	2901 W BLUEGRASS BLVD STE 200-26, LEHI, UT 84043
Kyle Wilhelm	2901 W BLUEGRASS BLVD SUITEE 200-26, LEHI, UT 84043

6860 WOODMARK DR, FAYETTEVILLE, NC 28314 (Mailing) View Map

Financial Information for Switchpoint Financial Planning LLC

Form 5500

SWITCHPOINT FINANCIAL PLANNING, LLC

2901 W Bluegrass Boulevard Suite 200-26, Lehi, Ut 84043 (801) 753-8538 EIN:81-0759161 Plan Admin:James Sweeney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSWITCHPOINT FINANCIAL PLANNING RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$9,000 / $13,862	2022	SWITCHPOINT FINANCIAL PLANNING RETIREMENT PLAN - Plan #001	2 / 3	$9,000 / $13,862

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Switchpoint Financial Planning LLC Registered in Utah	Lehi, UT		View Report

Street Match:Woodmark Dr Fayetteville, 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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