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