Wealth Planning Advisors Inc

Pinehurst, NC

North Carolina

Registered In

01/01/2013

Incorp. Date

Company Summary

Wealth Planning Advisors Inc at 40 Parker Ln, Pinehurst, Nc 28374 lists Michael E. Kostich , Jr. of Pinehurst, NC and Carol O'neal of Frisco, NC.

Registered In

North Carolina

Incorporation Date

01/01/2013

Company Type

Business Corporation

Status

Current-Active

Registration Type

Domestic

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SEC | EDGAR Trellis.Law Recent News

Kostich, Michael E., Jr. Registered Agent	40 PARKER LN, PINEHURST, NC 28374 PO BOX 4209, PINEHURST, NC 28374 (Mailing)
Michael E. Kostich , Jr. President	380 FAIRWAY CT, PINEHURST, NC 28374
Carol O'neal Secretary	PO BOX 339, FRISCO, NC 27936

40 PARKER LN, PINEHURST, NC 28374 View Map
PO BOX 4209, PINEHURST, NC 28374 (Mailing) View Map

Form 5500

PO Box 4209 40 Parker Lane, Pinehurst, Nc 28374 (910) 295-2844 EIN:45-1546539 Plan Admin:Michael Kostich

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWPA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$283,215 / $306,308	2022	WPA 401(K) PROFIT SHARING PLAN - Plan #001	6 / 8	$283,215 / $306,308
2021	Plan NameWPA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$208,358 / $283,215	2021	WPA 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$208,358 / $283,215
2020	Plan NameWPA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$92,943 / $208,358	2020	WPA 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$92,943 / $208,358
2019	Plan NameWPA 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $92,943	2019	WPA 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$0 / $92,943

Benefit & Retirement Plans based on Form 5500.

PPP Loans

40 Parker Ln, Pinehurst, Nc 28374-7919

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$45,100 Forgiven$45,627 LenderPNC Bank, National Association Jobs4	04/14/2020	$45,100	$45,627	PNC Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

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Address Match:40 Parker Ln Pinehurst, NC

Parker Lane, LLC Registered in North Carolina	Pinehurst, NC	View Report
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Person/City Match:Carol Oneal - Frisco, NC

Mp 72 Properties, LLC Registered in North Carolina	Frisco, NC		View Report

• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration