Wachau Insurance Advisors, Inc.

Florida
Registered In
10/13/2003
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction

Company Summary

Wachau Insurance Advisors, Inc. at 100 N Tryon ST STE 5410, Charlotte, Nc 28202 lists Curley Jonathan E and Mitchell Aprille M of Charlotte, NC as associates.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Inactive
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
EIN
56-1475885
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People

Curley Jonathan E President
227 W TRADE ST STE 1550, CHARLOTTE, NC 28202
Mitchell Aprille M Vice President
301 S COLLEGE ST, CHARLOTTE, NC 28288
Curley Jonathan E Director
227 W TRADE ST STE 1550, CHARLOTTE, NC 28202
Doss Anne J Director
227 W TRADE ST STE 1550, CHARLOTTE, NC 28202
Lockwood Luther E Director
227 W TRADE ST STE 1550, CHARLOTTE, NC 28202
Voight Chrisanna Secretary
227 W TRADE ST STE 1550, CHARLOTTE, NC 28202

Map & Locations

100 N TRYON ST STE 5410, CHARLOTTE, NC 28202 View Map

Financials

Financial Information for Wachau Insurance Advisors, Inc.

Form 5500

MBL ADVISORS, INC.

301 S Mcdowell Street Suite 1100, Charlotte, Nc 28204 (704) 333-8461 EIN:56-1475885 Plan Admin:Stephen Marciniak
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMBL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,664,924 / $2,322,977 2023 MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 10 / 11 $1,664,924 / $2,322,977
2022 Plan NameMBL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,755,228 / $1,664,924 2022 MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 10 / 10 $1,755,228 / $1,664,924
2021 Plan NameMBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,305,981 / $1,755,228 2021 MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 9 / 10 $1,305,981 / $1,755,228
2020 Plan NameMBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,000,694 / $1,305,981 2020 MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 8 / 9 $1,000,694 / $1,305,981
2019 Plan NameMBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 8 Assets BOY/EOY$932,870 / $1,000,694 2019 MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 5 / 8 $932,870 / $1,000,694
Benefit & Retirement Plans based on Form 5500.

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Address Match:100 N Tryon St Ste 5410 Charlotte, NC
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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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