Milestone Wealth Management, LLC
North Carolina
Registered In
02/12/2003
Incorp. Date
Company Summary
Milestone Wealth Management, LLC at 3737 Glenwood Ave STE 100, Raleigh, Nc 27612 lists Lingner, Michael J. of Raleigh, NC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Dissolved
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Lingner, Michael J.
Registered Agent
|
3737 GLENWOOD AVE STE 100, RALEIGH, NC 27612
|
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3737 GLENWOOD AVE STE 100, RALEIGH, NC 27612
View Map
|
Financial Information for Milestone Wealth Management, LLC
Form 5500
MILESTONE WEALTH MANAGEMENT, LLC
2815 S Church St, Burlington, Nc 27215 (336) 693-8331 EIN:83-3918837 Plan Admin:Milestone Wealth Management, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$106,108 / $145,738 | 2022 | MILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN - Plan #001 | 6 / 5 | $106,108 / $145,738 |
| 2021 | Plan NameMILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$41,334 / $106,108 | 2021 | MILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN - Plan #001 | 3 / 6 | $41,334 / $106,108 |
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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