Jackson Sumner and Associates, Inc.
Virginia
Registered In
05/30/2003
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction
Company Summary
Jackson Sumner and Associates, Inc. at 1886 Old 421 S, Boone, Nc 28607 lists Anthony Costa and Mildred Dobbins as associates.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
Search Other Resources
People
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Bruce L. Mertens
Registered Agent
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919 E MAIN ST STE 2200, RICHMOND, VA 23219
(View Past Addresses)
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Anthony Costa
Officer
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Mildred Dobbins
Secretary
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Danielle S Wade
CEO/PRES
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Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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1886 OLD 421 S, BOONE, NC 28607
View Map
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Financials
Financial Information for Jackson Sumner and Associates, Inc.
Form 5500
JACKSON SUMNER & ASSOCIATES, INC.
PO Box 2540 1886 Old Us Highway 421 S, Boone, Nc 28607 (828) 264-2787 EIN:56-1322657 Plan Admin:Danielle Wade| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY97 / 89 Assets BOY/EOY$2,369,011 / $2,855,722 | 2023 | JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002 | 97 / 89 | $2,369,011 / $2,855,722 |
| 2022 | Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY73 / 90 Assets BOY/EOY$2,800,673 / $2,369,011 | 2022 | JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002 | 73 / 90 | $2,800,673 / $2,369,011 |
| 2021 | Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY74 / 73 Assets BOY/EOY$2,437,356 / $2,800,673 | 2021 | JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002 | 74 / 73 | $2,437,356 / $2,800,673 |
| 2020 | Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY75 / 74 Assets BOY/EOY$1,930,647 / $2,437,356 | 2020 | JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002 | 75 / 74 | $1,930,647 / $2,437,356 |
| 2019 | Plan NameJACKSON SUMNER & ASSOCIATES INC 401K PS PLAN Plan #002 Participants BOY/EOY79 / 75 Assets BOY/EOY$1,485,811 / $1,930,647 | 2019 | JACKSON SUMNER & ASSOCIATES INC 401K PS PLAN - Plan #002 | 79 / 75 | $1,485,811 / $1,930,647 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
JACKSON SUMNER AND ASSOCIATES INC
1886 Old Us Hwy 421, Boone, Nc 28607-8611 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$1,098,700 Forgiven$1,105,201 LenderTruist Bank Jobs74 | 04/09/2020 | $1,098,700 | $1,105,201 | Truist Bank | 74 |
PPP Loans based on Paycheck Protection Program.
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|
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Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration
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