Waverton Associates, Inc.
North Carolina
Registered In
05/16/2023
Incorp. Date
Foreign
Registration Type
Virginia
Foreign Jurisdiction
Company Summary
Waverton Associates, Inc. at 200 High ST STE 308, Portsmouth, Va 23704 lists Phillip N Smith of Portsmouth, VA as the associate.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
Virginia
Search Other Resources
People
|
Capitol Corporate Services, Inc.
Registered Agent
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
|
|
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Phillip N Smith
CEO
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200 HIGH ST STE 308, PORTSMOUTH, VA 23704
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Map & Locations
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200 HIGH ST STE 308, PORTSMOUTH, VA 23704
View Map
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|
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
(Mailing)
View Map
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Financials
Financial Information for Waverton Associates, Inc.
Form 5500
WAVERTON ASSOCIATES, INC.
200 High Street Suite 308, Portsmouth, Va 23704 (757) 405-1400 EIN:54-1824900 Plan Admin:Phil N. Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$610,925 / $748,844 | 2023 | THE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN - Plan #001 | 17 / 15 | $610,925 / $748,844 |
| 2022 | Plan NameTHE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$362,472 / $610,925 | 2022 | THE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN - Plan #001 | 20 / 20 | $362,472 / $610,925 |
| 2021 | Plan NameTHE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 20 Assets BOY/EOY$294,522 / $362,472 | 2021 | THE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN - Plan #001 | 14 / 20 | $294,522 / $362,472 |
| 2020 | Plan NameTHE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$247,044 / $294,522 | 2020 | THE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN - Plan #001 | 14 / 14 | $247,044 / $294,522 |
| 2019 | Plan NameTHE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 14 Assets BOY/EOY$231,043 / $247,044 | 2019 | THE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN - Plan #001 | 23 / 14 | $231,043 / $247,044 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• North Carolina Secretary of State • U.S. Department of Labor
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