Carolina Wealth Management, Inc.

Greenville, NC

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

Silver, David W. Registered Agent	321 S EVANS ST, GREENVILLE, NC 27858
David R Damm CEO	1706 E ARLINGTON BLVD STE A, GREENVILLE, NC 27858
Derek S. Pszenny President	244 OLMSTED BLVD STE D, PINEHURST, NC 28374 (View Past Addresses)

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1706 E ARLINGTON BLVD STE A, GREENVILLE, NC 27858 View Map

Form 5500

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

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.

Address Match:1706 E Arlington Blvd Ste a Greenville, NC

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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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