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.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Corporation Service Company
Registered Agent
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
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Luther A Lockwood
President
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301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204
(View Past Addresses)
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William Morton
Vice President
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301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204
(View Past Addresses)
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Brian Gift
Vice President
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301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204
(View Past Addresses)
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Jonathan Dry
Vice President
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301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204
(View Past Addresses)
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Kristy P Bell
Treasurer
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301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204
(View Past Addresses)
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Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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301 S MCDOWELL ST STE 1100, CHARLOTTE, NC 28204
View Map
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
(Mailing)
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
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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Sources
The following government agencies have contributed data:
• North Carolina Secretary of State • U.S. Department of Labor
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