Fisher Wealth Management, Inc.
North Carolina
Registered In
07/11/2005
Incorp. Date
Company Summary
Fisher Wealth Management, Inc. at 3120 S Church ST STE 104, Burlington, Nc 27215 lists Richard N Fisher , Jr of Burlington, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Fisher, Richard N, Jr
Registered Agent
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3120 S CHURCH ST STE 104, BURLINGTON, NC 27215
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Richard N Fisher , Jr
President
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PO BOX 759, BURLINGTON, NC 27216
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3120 S CHURCH ST STE 104, BURLINGTON, NC 27215
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Financial Information for Fisher Wealth Management, Inc.
Form 5500
FISHER WEALTH MANAGEMENT INC
PO Box 759, Burlington, Nc 27216 (336) 532-4396 EIN:20-3125189 Plan Admin:Richard Fisher| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$1,734,859 / $2,386,965 | 2023 | FISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 20 / 20 | $1,734,859 / $2,386,965 |
| 2022 | Plan NameFISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 20 Assets BOY/EOY$2,172,562 / $1,734,859 | 2022 | FISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 16 / 20 | $2,172,562 / $1,734,859 |
| 2021 | Plan NameFISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$1,822,478 / $2,172,562 | 2021 | FISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 13 / 16 | $1,822,478 / $2,172,562 |
| 2020 | Plan NameFISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,332,762 / $1,822,478 | 2020 | FISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 13 / 13 | $1,332,762 / $1,822,478 |
| 2019 | Plan NameFISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,047,069 / $1,332,762 | 2019 | FISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 13 / 13 | $1,047,069 / $1,332,762 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FISHER WEALTH MANAGEMENT INC
3120 S church st suite 101, Burlington, NC 27215| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$127,400 Forgiven$128,437 LenderTruist Bank Jobs10 | 04/28/2020 | $127,400 | $128,437 | Truist Bank | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:3120 S Church St Ste 104 Burlington, 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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