Wells Financial Management, LLC
North Carolina
Registered In
05/17/2011
Incorp. Date
Company Summary
Wells Financial Management, LLC at 56 Central Ave STE 105, Asheville, Nc 28801 lists David N Wells of Asheville, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Wells, David N
Registered Agent
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56 CENTRAL AVE STE 105, ASHEVILLE, NC 28801
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David N Wells
Manager
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12 EDGELAWN RD, ASHEVILLE, NC 28804
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56 CENTRAL AVE STE 105, ASHEVILLE, NC 28801
View Map
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Financial Information for Wells Financial Management, LLC
Form 5500
WELLS FINANCIAL MANAGEMENT, LLC
56 Central Ave STE 105, Asheville, Nc 28801 (828) 252-4144 EIN:45-2704211 Plan Admin:David Wells| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$324,218 / $469,804 | 2023 | WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $324,218 / $469,804 |
| 2022 | Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$298,067 / $324,218 | 2022 | WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 3 / 2 | $298,067 / $324,218 |
| 2021 | Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$260,203 / $298,067 | 2021 | WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $260,203 / $298,067 |
| 2020 | Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$145,210 / $260,203 | 2020 | WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $145,210 / $260,203 |
| 2019 | Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$65,241 / $145,210 | 2019 | WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $65,241 / $145,210 |
Benefit & Retirement Plans based on Form 5500.
Address Match:56 Central Ave Asheville, 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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