Calamita Wealth Management Inc.

North Carolina
Registered In
03/12/2010
Incorp. Date

Company Summary

Calamita Wealth Management Inc. at 6135 Park South Dr STE 510, Charlotte, Nc 28210 lists Todd Calamita of Charlotte, NC as the associate.

Registered In
North Carolina
Incorporation Date
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 Ste 510 Charlotte, NC
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The following government agencies have contributed data:

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