Chandler Wealth Management, Inc.

North Carolina
Registered In
01/01/2021
Incorp. Date

Company Summary

Chandler Wealth Management, Inc. at 121 S Broome ST APT B, Waxhaw, Nc 28173 lists Jacob K Chandler of Waxhaw, NC as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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SEC | EDGAR Trellis.Law Recent News
Chandler, Jacob K Registered Agent
121 S BROOME ST APT B, WAXHAW, NC 28173 8163 KENSINGTON DRIVE SUITE C PMB 37, WAXHAW, NC 28173 (Mailing)
Jacob K Chandler CEO
3724 WAXHAW MARVIN RD, WAXHAW, NC 28173
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121 S BROOME ST APT B, WAXHAW, NC 28173 View Map
8163 KENSINGTON DRIVE SUITE C PMB 37, WAXHAW, NC 28173 (Mailing) View Map
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Financial Information for Chandler Wealth Management, Inc.

Form 5500

CHANDLER WEALTH MANAGEMENT, INC.

8163 Kensington Dr STE C, Pmb 37, Waxhaw, Nc 28173 (661) 225-9848 EIN:84-4162060 Plan Admin:Jacob Chandler
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 0 Assets BOY/EOY$529,193 / $0 2023 CHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #003 4 / 0 $529,193 / $0
2022 Plan NameCHANDLER WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,756,545 / $1,532,107 2022 CHANDLER WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 5 / 4 $1,756,545 / $1,532,107
2022 Plan NameCHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$479,052 / $529,193 2022 CHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #003 4 / 4 $479,052 / $529,193
2021 Plan NameCHANDLER WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$1,237,581 / $1,756,545 2021 CHANDLER WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 3 / 5 $1,237,581 / $1,756,545
2021 Plan NameCHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY2 / 4 Assets BOY/EOY$315,000 / $479,052 2021 CHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #003 2 / 4 $315,000 / $479,052
2020 Plan NameCHANDLER WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$498,537 / $1,237,581 2020 CHANDLER WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 4 / 3 $498,537 / $1,237,581
Benefit & Retirement Plans based on Form 5500.
Address Match:121 S Broome St Apt B Waxhaw, 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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