Copperleaf Capital, LLC
New York
New York
Registered In
03/22/2022
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction
Company Summary
Copperleaf Capital, LLC at Westchester County lists Copperleaf Capital, Llc of Raleigh, NC as the associate.
Overview
Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
Search Other Resources
People
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Copperleaf Capital, Llc
DOS Process
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5904 SIX FORKS RD STE 201, RALEIGH, NC 27609
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Map & Locations
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Westchester County
View Map
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Financials
Financial Information for Copperleaf Capital, LLC
Form 5500
COPPERLEAF CAPITAL, LLC
5904 Six Forks Rd STE 201, Raleigh, Nc 27609 (919) 787-9725 EIN:47-2687350 Plan Admin:Penny Mathis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,655,368 / $1,886,952 | 2023 | COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003 | 10 / 10 | $1,655,368 / $1,886,952 |
| 2022 | Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY7 / 10 Assets BOY/EOY$1,757,802 / $1,655,368 | 2022 | COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003 | 7 / 10 | $1,757,802 / $1,655,368 |
| 2021 | Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,685,485 / $1,757,802 | 2021 | COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003 | 8 / 7 | $1,685,485 / $1,757,802 |
| 2020 | Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,401,867 / $1,685,485 | 2020 | COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003 | 9 / 8 | $1,401,867 / $1,685,485 |
| 2019 | Plan NameCOPPERLEAF CAPITAL LLC 401(K) P/S PLAN Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,131,835 / $1,401,867 | 2019 | COPPERLEAF CAPITAL LLC 401(K) P/S PLAN - Plan #003 | 9 / 9 | $1,131,835 / $1,401,867 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COPPERLEAF CAPITAL LLC
5904 Six Forks Rd STE 201, Raleigh, Nc 27609-8228| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$163,500 Forgiven$165,511 LenderFirst-Citizens Bank & Trust Company Jobs7 | 04/29/2020 | $163,500 | $165,511 | First-Citizens Bank & Trust Company | 7 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Wisdom & Wealth Solutions, Llc (Copperleaf Capital, Llc)
Registered in Ohio
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Raleigh, NC Upper Arlington, OH (1 more) | View Report | |
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Copperleaf Capital LLC
Registered in Pennsylvania
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View Report | ||
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Copperleaf Capital, LLC
Registered in Massachusetts
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Boston, MA Raleigh, NC | View Report | |
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Copperleaf Capital, LLC
Registered in Virginia
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Raleigh, NC Richmond, VA | View Report | |
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Copperleaf Capital, LLC
Registered in North Carolina
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Raleigh, NC | View Report | |
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Kaufman Capital Copperleaf, LLC
Registered in Colorado
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Basalt, CO Denver, CO (1 more) | View Report | |
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Copperleaf Capital Advisors, LLC
Registered in California
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Oaleton, VA | View Report |
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
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