Williamson Wealth Group, Inc. at 7632 Norman Island Dr, Cornelius, Nc 28031 lists Dean B Williamson of Cornelius, NC as the associate.
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Williamson, Dean
Registered Agent
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7632 NORMAN ISLAND DR, CORNELIUS, NC 28031
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Dean B Williamson
President
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7632 NORMAN ISLAND DR, CORNELIUS, NC 28031
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7632 NORMAN ISLAND DR, CORNELIUS, NC 28031
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWILLIAMSON WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$1,054,850 / $1,226,486 | 2023 | WILLIAMSON WEALTH GROUP 401(K) PLAN - Plan #001 | 10 / 8 | $1,054,850 / $1,226,486 |
| 2022 | Plan NameWILLIAMSON WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,189,749 / $1,054,850 | 2022 | WILLIAMSON WEALTH GROUP 401(K) PLAN - Plan #001 | 7 / 8 | $1,189,749 / $1,054,850 |
| 2021 | Plan NameWILLIAMSON WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,032,412 / $1,189,749 | 2021 | WILLIAMSON WEALTH GROUP 401(K) PLAN - Plan #001 | 9 / 8 | $1,032,412 / $1,189,749 |
| 2020 | Plan NameWILLIAMSON WEALTH GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$799,661 / $1,032,412 | 2020 | WILLIAMSON WEALTH GROUP, INC. 401(K) PLAN - Plan #001 | 8 / 9 | $799,661 / $1,032,412 |
| 2019 | Plan NameWILLIAMSON WEALTH GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$947,128 / $799,661 | 2019 | WILLIAMSON WEALTH GROUP, INC. 401(K) PLAN - Plan #001 | 8 / 8 | $947,128 / $799,661 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$91,100 Forgiven$91,971 LenderPeoples Bank Jobs10 | 04/09/2020 | $91,100 | $91,971 | Peoples Bank | 10 |
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