Carolina Wealth Management, Inc.
North Carolina
Registered In
12/08/2003
Incorp. Date
Company Summary
Carolina Wealth Management, Inc. in Greenville, NC lists David R Damm of Greenville, NC and Derek S. Pszenny of Pinehurst, NC
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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Silver, David W.
Registered Agent
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321 S EVANS ST, GREENVILLE, NC 27858
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David R Damm
CEO
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1706 E ARLINGTON BLVD STE A, GREENVILLE, NC 27858
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Derek S. Pszenny
President
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244 OLMSTED BLVD STE D, PINEHURST, NC 28374
(View Past Addresses)
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Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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1706 E ARLINGTON BLVD STE A, GREENVILLE, NC 27858
View Map
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Financials
Financial Information for Carolina Wealth Management, Inc.
Form 5500
CAROLINA WEALTH MANAGEMENT, INC.
244 Olmsted Blvd, Suite D, Pinehurst, Nc 28374 (910) 215-0162 EIN:86-1092482 Plan Admin:David R. Damm| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,289,268 / $1,733,561 | 2023 | CAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 8 / 9 | $1,289,268 / $1,733,561 |
| 2022 | Plan NameCAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,442,771 / $1,289,268 | 2022 | CAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 9 / 8 | $1,442,771 / $1,289,268 |
| 2021 | Plan NameCAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,063,834 / $1,442,771 | 2021 | CAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 8 / 9 | $1,063,834 / $1,442,771 |
| 2020 | Plan NameCAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$795,065 / $1,063,834 | 2020 | CAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 8 / 8 | $795,065 / $1,063,834 |
| 2019 | Plan NameCAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$538,204 / $795,065 | 2019 | CAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 6 / 8 | $538,204 / $795,065 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CAROLINA WEALTH MANAGEMENT, INC.
1706 Arlington Blvd, Greenville, Nc 27858 Industry:Other Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$124,038 Forgiven$125,295 LenderPinnacle Bank Jobs8 | 04/15/2020 | $124,038 | $125,295 | Pinnacle Bank | 8 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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