Smith Partners Wealth Management, LLC

North Carolina
Registered In
11/18/1988
Incorp. Date

Company Summary

Smith Partners Wealth Management, LLC at 128 E Fisher Ave, Greensboro, Nc 27401 lists Smith, Jonathan W of Greensboro, NC.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Converted
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Smith, Jonathan W Registered Agent
128 E FISHER AVE, GREENSBORO, NC 27401
128 E FISHER AVE, GREENSBORO, NC 27401 View Map

Financial Information for Smith Partners Wealth Management, LLC

Form 5500

SMITH PARTNERS WEALTH MANAGEMENT, LLC

128 East Fisher Avenue, Greensboro, Nc 27401 (336) 272-9488 EIN:45-0497729 Plan Admin:Anne Smith
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$312,059 / $425,489 2023 SMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 4 / 4 $312,059 / $425,489
2022 Plan NameSMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$268,453 / $312,059 2022 SMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 4 / 4 $268,453 / $312,059
2021 Plan NameSMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$96,635 / $268,453 2021 SMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 4 / 4 $96,635 / $268,453
2020 Plan NameSMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $96,635 2020 SMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 4 / 4 $0 / $96,635
Benefit & Retirement Plans based on Form 5500.
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Smith Partners Wealth Management, LLC Registered in North Carolina
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Address Match:128 E Fisher Ave Greensboro, NC
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Person/City Match:Smith Jonathan W - Greensboro, 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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