Calamita Wealth Management Inc.

Registered In: North Carolina
Incorporation Date: 03/12/2010
Registration Type: Domestic
Company Type: Business Corporation
Status: Current-Active
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Calamita, Todd Registered Agent	6135 PARK SOUTH DR STE 510, CHARLOTTE, NC 28210
Todd Calamita President	PO BOX 33548, CHARLOTTE, NC 28233

6135 PARK SOUTH DR STE 510, CHARLOTTE, NC 28210 View Map

Financial Information for Calamita Wealth Management Inc.

Form 5500

CALAMITA WEALTH MANAGEMENT INC.

6135 Park South Drive, Suite 510, Charlotte, Nc 28210 (704) 276-7325 EIN:27-2128312 Plan Admin:Todd Calamita

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCALAMITA WEALTH MANAGEMENT ROTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$557,902 / $732,437	2023	CALAMITA WEALTH MANAGEMENT ROTH 401(K) PLAN - Plan #001	3 / 2	$557,902 / $732,437
2022	Plan NameCALAMITA WEALTH MANAGEMENT ROTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$246,567 / $557,902	2022	CALAMITA WEALTH MANAGEMENT ROTH 401(K) PLAN - Plan #001	3 / 3	$246,567 / $557,902
2021	Plan NameCALAMITA WEALTH MANAGEMENT ROTH 401(K) PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$202,808 / $246,567	2021	CALAMITA WEALTH MANAGEMENT ROTH 401(K) PLAN - Plan #001	1 / 3	$202,808 / $246,567

Benefit & Retirement Plans based on Form 5500.

Address Match:6135 Park South Dr Charlotte, NC

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor

Calamita Wealth Management Inc.

Company Summary

Financial Information for Calamita Wealth Management Inc.

CALAMITA WEALTH MANAGEMENT INC.