Retirement Plan Advisory Group

Wilmington, NC

California

Registered In

08/01/2003

Incorp. Date

Company Summary

Retirement Plan Advisory Group at 225 S Water St, Wilmington, Nc 28401 lists Patrick Cosmo Smith of Wilmington, NC as the associate.

Overview

Registered In

California

Incorporation Date

08/01/2003

Company Type

Stock Corporation - Ca - General

Status

Terminated

Registration Type

Domestic

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People

Peter Smith Individual Agent	589 STANFORD CT, IRVINE, CA 92612
Patrick Cosmo Smith CEO	225 S WATER ST, WILMINGTON, NC 28401
Patrick Cosmo Smith Chief Financial Officer	225 S WATER ST, WILMINGTON, NC 28401
Patrick Cosmo Smith Director	225 S WATER ST, WILMINGTON, NC 28401
Patrick Cosmo Smith Secretary	225 S WATER ST, WILMINGTON, NC 28401

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

225 S WATER ST, WILMINGTON, NC 28401 (Mailing) View Map

Financials

Financial Information for Retirement Plan Advisory Group

Form 5500

RETIREMENT PLAN ADVISORY GROUP

120 Vantis Dr STE 480, Aliso Viejo, Ca 92656 (949) 394-9544 EIN:26-0341714 Plan Admin:Jami Chapman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRETIREMENT PLAN ADVISORY GROUP RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY0 / 34 Assets BOY/EOY$0 / $2,833,239	2023	RETIREMENT PLAN ADVISORY GROUP RETIREMENT SAVINGS PLAN - Plan #001	0 / 34	$0 / $2,833,239

Benefit & Retirement Plans based on Form 5500.

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Related Business Names:

Retirement Plan Advisory Group, LLC Registered in California	Aliso Viejo, CA Chicago, IL (1 more)		View Report
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Person/City Match:Peter Smith - Irvine, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor