Old North State Wealth Management, LLC

North Carolina
Registered In
05/21/2008
Incorp. Date

Company Summary

Old North State Wealth Management, LLC at 1430 Commonwealth Dr STE 200, Wilmington, Nc 28403 lists Paul D Knott of Wilmington, NC as the associate.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
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People

Knott, Paul D. Registered Agent
1430 COMMONWEALTH DR STE 200, WILMINGTON, NC 28403
Paul D Knott Managing Member
1430 COMMONWEALTH DR STE 200, WILMINGTON, NC 28403

Map & Locations

1430 COMMONWEALTH DR STE 200, WILMINGTON, NC 28403 View Map

Financials

Financial Information for Old North State Wealth Management, LLC

Form 5500

OLD NORTH STATE WEALTH MANAGEMENT, LLC

1430 Commonwealth Dr, Suite 200, Wilmington, Nc 28403 (910) 509-3800 EIN:26-2681329 Plan Admin:Paul D Knott
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameOLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$1,344,743 / $0 2023 OLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 8 / 0 $1,344,743 / $0
2022 Plan NameOLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,485,245 / $1,344,743 2022 OLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 9 / 8 $1,485,245 / $1,344,743
2021 Plan NameOLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,153,767 / $1,485,245 2021 OLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 9 $1,153,767 / $1,485,245
2020 Plan NameOLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$885,546 / $1,153,767 2020 OLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 10 $885,546 / $1,153,767
2019 Plan NameOLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$617,891 / $885,546 2019 OLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 10 $617,891 / $885,546
Benefit & Retirement Plans based on Form 5500.
PPP Loans

OLD NORTH STATE WEALTH MANAGEMENT LLC

1430 Commonwealth Dr Suite 200, WILMINGTON, NC 28403-0302
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$115,300 Forgiven$116,750 LenderNorth State Bank Jobs6 04/09/2020 $115,300 $116,750 North State Bank 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:1430 Commonwealth Dr Ste 200 Wilmington, NC
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Address Match:1430 Commonwealth Dr Wilmington, NC
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Person/City Match:Knott Paul D - Wilmington, NC
Better Financial Solutions, Inc. Registered in North Carolina
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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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