Wealthshield LLC

Cary, NC

North Carolina

Registered In

04/11/2017

Incorp. Date

Company Summary

Wealthshield LLC at 2500 Regency Pkwy, Cary, Nc 27518 lists Merlin Clinton Wayne Sorenson and Robert Alexander Leggett , III of Cary, NC as the associates.

Registered In: North Carolina
Incorporation Date: 04/11/2017
Registration Type: Domestic
Company Type: Limited Liability Company
Status: Current-Active
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Leggett, Robert , III Registered Agent	2500 REGENCY PKWY, CARY, NC 27518
Merlin Clinton Wayne Sorenson Managing Member	2500 REGENCY PKWY, CARY, NC 27518
Robert Alexander Leggett , III Managing Member	2500 REGENCY PKWY, CARY, NC 27518

2500 REGENCY PKWY, CARY, NC 27518 View Map

Financial Information for Wealthshield LLC

Form 5500

WEALTHSHIELD LLC

2500 Regency Pkwy, Cary, Nc 27518 (919) 948-4452 EIN:82-1387896 Plan Admin:Clint Sorenson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWEALTHSHIELD RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$11,393 / $0	2023	WEALTHSHIELD RETIREMENT PLAN - Plan #001	11 / 0	$11,393 / $0
2022	Plan NameWEALTHSHIELD RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,112 / $11,393	2022	WEALTHSHIELD RETIREMENT PLAN - Plan #001	11 / 11	$2,112 / $11,393
2021	Plan NameWEALTHSHIELD RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$0 / $2,112	2021	WEALTHSHIELD RETIREMENT PLAN - Plan #001	11 / 11	$0 / $2,112

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WEALTHSHIELD LLC

175 Regency Woods Pl, Cary, Nc 27518-6000

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$169,600 Forgiven$171,112 LenderUnited Bank Jobs9	04/04/2020	$169,600	$171,112	United Bank	9

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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

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