Financial Independence Group, LLC

Cornelius, NC

Pennsylvania

Registered In

12/25/2023

Incorp. Date

Foreign

Registration Type

North Carolina

Foreign Jurisdiction

Company Summary

Financial Independence Group, LLC in Cornelius, NC was registered on 12/25/2023. It is listed at 19520 W Catawba Ave STE 200, Cornelius, Nc 28031.

Registered In: Pennsylvania
Incorporation Date: 12/25/2023
Registration Type: Foreign
Foreign Jurisdiction: North Carolina
Company Type: Foreign Limited Liability Company
Status: Active
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19520 W CATAWBA AVE STE 200, CORNELIUS, NC 28031 View Map
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Financial Information for Financial Independence Group, LLC

Form 5500

FINANCIAL INDEPENDENCE GROUP, LLC

19520 West Catawba Avenue Suite 200, Cornelius, Nc 28031 (704) 895-5606 EIN:56-1346906 Plan Admin:Brian K. Williams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY182 / 183 Assets BOY/EOY$15,149,417 / $13,830,286	2022	FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001	182 / 183	$15,149,417 / $13,830,286
2022	Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY154 / 0 Assets BOY/EOY$0 / $0	2022	FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502	154 / 0	$0 / $0
2021	Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY175 / 181 Assets BOY/EOY$12,195,559 / $15,149,417	2021	FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001	175 / 181	$12,195,559 / $15,149,417
2021	Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY237 / 0 Assets BOY/EOY$0 / $0	2021	FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502	237 / 0	$0 / $0
2020	Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY176 / 174 Assets BOY/EOY$10,695,744 / $12,195,559	2020	FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001	176 / 174	$10,695,744 / $12,195,559
2020	Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY346 / 0 Assets BOY/EOY$0 / $0	2020	FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502	346 / 0	$0 / $0
2019	Plan NameFINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY169 / 174 Assets BOY/EOY$8,922,531 / $10,695,744	2019	FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN - Plan #001	169 / 174	$8,922,531 / $10,695,744
2019	Plan NameFINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN Plan #502 Participants BOY/EOY211 / 0 Assets BOY/EOY$0 / $0	2019	FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN - Plan #502	211 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FINANCIAL INDEPENDENCE GROUP INC.

19520 W Catawba Ave Ste 200, Cornelius, NC 28031-3709 Industry:All Other Insurance Related Activities

Loan Date	Approved	Forgiven	Lender	Jobs
03/12/2021	Approved$2,721,631 Forgiven$0 LenderTruist Bank Jobs153	03/12/2021	$2,721,631	$0	Truist Bank	153

PPP Loans based on Paycheck Protection Program.

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Address Match:19520 W Catawba Ave Cornelius, NC

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Address Match:19520 W Catawba Ave Ste 200 Cornelius, NC

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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration

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