Tax Management Associates Inc

Rhode Island
Registered In
04/06/2020
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction

Company Summary

Tax Management Associates Inc at 5121 Parkway Plaza Blvd, Charlotte, Nc 28217 lists Richard H Cooke and Mark Cooke of Charlotte, NC as associates.

Registered In
Rhode Island
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
Company Type
Foreign Corporation
Status
Not Available
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Corporation Service Company Registered Agent
222 JEFFERSON BLVD STE 200, WARWICK, RI 02888
Richard H Cooke President
5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
Mark Cooke Vice President
5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
Jennifer Casali Secretary
5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
Jennifer Casali TREASURER
5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217
5121 PARKWAY PLAZA BLVD, CHARLOTTE, NC 28217 View Map

Financial Information for Tax Management Associates Inc

Form 5500

TAX MANAGEMENT ASSOCIATES, INC

5121 Parkway Plaza Blvd, Charlotte, Nc 28217 (704) 814-7605 EIN:56-1507131 Plan Admin:Benny Scott Smith
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTAX MANAGEMENT ASSOCIATES, INC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY168 / 149 Assets BOY/EOY$10,279,393 / $7,202,499 2022 TAX MANAGEMENT ASSOCIATES, INC 401(K) PROFIT SHARING PLAN - Plan #002 168 / 149 $10,279,393 / $7,202,499
2022 Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0 2022 TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506 100 / 0 $0 / $0
2021 Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY168 / 168 Assets BOY/EOY$8,423,829 / $10,279,393 2021 TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 168 / 168 $8,423,829 / $10,279,393
2021 Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY104 / 0 Assets BOY/EOY$0 / $0 2021 TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506 104 / 0 $0 / $0
2020 Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY180 / 168 Assets BOY/EOY$7,407,822 / $8,423,829 2020 TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 180 / 168 $7,407,822 / $8,423,829
2020 Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY127 / 0 Assets BOY/EOY$0 / $0 2020 TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506 127 / 0 $0 / $0
2019 Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY196 / 180 Assets BOY/EOY$5,153,256 / $7,407,822 2019 TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 196 / 180 $5,153,256 / $7,407,822
2019 Plan NameTAX MANAGEMENT ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY137 / 136 Assets BOY/EOY$7,255,650 / $2,035,407 2019 TAX MANAGEMENT ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003 137 / 136 $7,255,650 / $2,035,407
2019 Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY134 / 0 Assets BOY/EOY$0 / $0 2019 TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506 134 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TAX MANAGEMENT ASSOCIATES, INC.

5121 Parkway Plaza Blvd, Charlotte, Nc 28217-1965 Industry:Other Accounting Services
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$1,876,500 Forgiven$1,895,578 LenderTruist Bank Jobs155 04/11/2020 $1,876,500 $1,895,578 Truist Bank 155
PPP Loans based on Paycheck Protection Program.
Address Match:5121 Parkway Plaza Blvd Charlotte, NC
Tax Management Associates, Inc Registered in Tennessee
Charlotte, NC Nashville, TN View Report
Tax Management Associates, Inc. Registered in Florida
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in Virginia
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in California
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in Arizona
Charlotte, NC Phoenix, AZ View Report
Tax Management, Inc. Registered in Connecticut
Charlotte, NC Hartford, CT View Report
Charlotte, NC View Report
Cooke Investments, LLC Registered in North Carolina
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in North Carolina
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in Missouri
Charlotte, NC Jefferson City, MO View Report
Related Business Names:
Tax Management Associates Inc Registered in New Jersey
View Report
Tax Management Associates, Inc. Registered in Michigan
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in Nevada
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in Connecticut
Greenwich, CT Pleasantville, NY View Report
Tax Management Associates, Inc. Registered in Minnesota
Roseville, MN View Report
Tax Management Associates, Inc. Registered in Mississippi
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in Texas
Charlotte, NC View Report
Tax Management Associates Inc. Registered in Virginia
Virginia View Report
Tax Management Associates Inc. Registered in Virginia
Virginia View Report
Tax Management Associates, Inc. Registered in Florida
Charlotte, NC View Report
Tax Management Associates, Inc. Registered in Tennessee
Charlotte, NC Nashville, TN View Report
Tax Management Associates, Inc. Registered in North Carolina
Raleigh, NC View Report
Tax Management Associates, Inc. Registered in Alabama
Lancaster, SC Montgomery, AL View Report
Tax Management Associates, Inc. Registered in Georgia
Atlanta, GA Charlotte, NC View Report
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The following government agencies have contributed data:

Rhode Island Department of State U.S. Department of Labor U.S. Small Business Administration
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