Mbl Advisors Inc.

North Carolina
Registered In
06/14/1985
Incorp. Date

Company Summary

Mbl Advisors Inc. at 301 S Mcdowell ST STE 1100, Charlotte, Nc 28204 lists Luther A Lockwood and William Morton of Charlotte, NC as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Corporation Service Company Registered Agent
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
Luther A Lockwood President
301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204 (View Past Addresses)
William Morton Vice President
301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204 (View Past Addresses)
Brian Gift Vice President
301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204 (View Past Addresses)
Jonathan Dry Vice President
301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204 (View Past Addresses)
Kristy P Bell Treasurer
301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204 (View Past Addresses)
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301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204 View Map
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608 (Mailing) View Map
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Financial Information for Mbl 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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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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