Raftelis Financial Consultants, Inc

New Hampshire
Registered In
03/22/2023
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction

Company Summary

Raftelis Financial Consultants, Inc at 227 W Trade ST STE 1400, Charlotte, Nc 28202 lists Christine Mcintyre and Peiffer A Brandt of Charlotte, NC.

Registered In
New Hampshire
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
Company Type
Foreign Profit Corporation
Status
Good Standing
Website
Email
*******@raftelis.com
Phone
(704) 373-****
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SEC | EDGAR Trellis.Law Recent News
Incorp Services, Inc. Registered Agent
152 S MAST ST, GOFFSTOWN, NH 03045
Christine Mcintyre Chief Financial Officer
227 W TRADE ST STE 1400, CHARLOTTE, NC 28202
Peiffer A Brandt Director
227 W TRADE ST STE 1400, CHARLOTTE, NC 28202
227 W TRADE ST STE 1400, CHARLOTTE, NC 28202 View Map

Financial Information for Raftelis Financial Consultants, Inc

Form 5500

RAFTELIS FINANCIAL CONSULTANTS, INC.

227 W. Trade Street Suite 1400, Charlotte, Nc 28202 (704) 910-8961 EIN:20-2293694 Plan Admin:Lisa Wilson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN Plan #503 Participants BOY/EOY167 / 0 Assets BOY/EOY$0 / $0 2023 RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN - Plan #503 167 / 0 $0 / $0
2023 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN Plan #502 Participants BOY/EOY143 / 0 Assets BOY/EOY$0 / $0 2023 RAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN - Plan #502 143 / 0 $0 / $0
2023 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN Plan #501 Participants BOY/EOY145 / 0 Assets BOY/EOY$0 / $0 2023 RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN - Plan #501 145 / 0 $0 / $0
2022 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN Plan #503 Participants BOY/EOY132 / 0 Assets BOY/EOY$0 / $0 2022 RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN - Plan #503 132 / 0 $0 / $0
2022 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN Plan #502 Participants BOY/EOY137 / 0 Assets BOY/EOY$0 / $0 2022 RAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN - Plan #502 137 / 0 $0 / $0
2022 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN Plan #501 Participants BOY/EOY132 / 0 Assets BOY/EOY$0 / $0 2022 RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN - Plan #501 132 / 0 $0 / $0
2021 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN Plan #501 Participants BOY/EOY125 / 0 Assets BOY/EOY$0 / $0 2021 RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN - Plan #501 125 / 0 $0 / $0
2021 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN Plan #502 Participants BOY/EOY125 / 0 Assets BOY/EOY$0 / $0 2021 RAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN - Plan #502 125 / 0 $0 / $0
2021 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN Plan #503 Participants BOY/EOY125 / 0 Assets BOY/EOY$0 / $0 2021 RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN - Plan #503 125 / 0 $0 / $0
2020 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN Plan #503 Participants BOY/EOY112 / 0 Assets BOY/EOY$0 / $0 2020 RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN - Plan #503 112 / 0 $0 / $0
2020 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN Plan #501 Participants BOY/EOY112 / 0 Assets BOY/EOY$0 / $0 2020 RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH PLAN - Plan #501 112 / 0 $0 / $0
2020 Plan NameRAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN Plan #502 Participants BOY/EOY112 / 0 Assets BOY/EOY$0 / $0 2020 RAFTELIS FINANCIAL CONSULTANTS, INC. DENTAL, LIFE, AND DISABILITY PLAN - Plan #502 112 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

RAFTELIS FINANCIAL CONSULTANTS, INC

227 W Trade St Sutie 1400, CHARLOTTE, NC 28205 Industry:Real Estate Credit
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$2,538,200 Forgiven$2,567,337 LenderFirst-Citizens Bank & Trust Company Jobs137 04/13/2020 $2,538,200 $2,567,337 First-Citizens Bank & Trust Company 137
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

New Hampshire Department of State U.S. Department of Labor U.S. Small Business Administration
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