Surevest Insurance Group, LLC

Raleigh, NC

Virginia

Registered In

11/26/2013

Incorp. Date

Foreign

Registration Type

North Carolina

Foreign Jurisdiction

Company Summary

Surevest Insurance Group, LLC in Raleigh, NC was registered on 11/26/2013. It is listed at 1033 Oberlin Rd STE 210, Raleigh, Nc 27605.

Overview

Registered In

Virginia

Incorporation Date

11/26/2013

Company Type

Llc

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

North Carolina

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People

Incorp Services Inc. Registered Agent

7288 HANOVER GREEN DR, MECHANICSVILLE, VA 23111

Map & Locations

1033 OBERLIN RD STE 210, RALEIGH, NC 27605 View Map

Financials

Financial Information for Surevest Insurance Group, LLC

Form 5500

SUREVEST INSURANCE GROUP, LLC

1033 Oberlin Rd, STE 210, Raleigh, Nc 27605 (919) 832-9420 EIN:20-1651632 Plan Admin:Juan Grullon

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$53,852 / $95,528	2023	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	9 / 13	$53,852 / $95,528
2022	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$38,632 / $53,852	2022	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	8 / 9	$38,632 / $53,852
2021	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$16,268 / $38,632	2021	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	11 / 9	$16,268 / $38,632
2020	Plan NameSUREVEST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$0 / $16,268	2020	SUREVEST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001	12 / 12	$0 / $16,268

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SUREVEST INSURANCE GROUP LLC

1033 Oberlin Rd Suite 210, Raleigh, Nc 27605 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$179,860 Forgiven$182,304 LenderWells Fargo Bank, National Association Jobs12	05/01/2020	$179,860	$182,304	Wells Fargo Bank, National Association	12

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:1033 Oberlin Rd Ste 210 Raleigh, NC

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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