Magnolia Wealth Advisors LLC
New Hampshire
Registered In
06/07/2018
Incorp. Date
Company Summary
Magnolia Wealth Advisors LLC at 15 Constitution Dr STE 1a, Bedford, Nh 03110 lists Steve Dalton and Chrisann Dalton of Charleston, SC as the associates.
- Registered In
- New Hampshire
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Good Standing
- Phone
- (888) 462-****
- *********@incfile.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Legalinc Corporate Services Inc.
Registered Agent
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1950 LAFAYETTE RD STE 200A, PORTSMOUTH, NH 03801
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Steve Dalton
Member
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866 ISLAND PARK DR UNIT 402, CHARLESTON, SC 29492
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Chrisann Dalton
Member
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866 ISLAND PARK DR UNIT 402, CHARLESTON, SC 29492
(View Past Addresses)
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15 CONSTITUTION DR STE 1A, BEDFORD, NH 03110
View Map
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Financial Information for Magnolia Wealth Advisors LLC
Form 5500
MAGNOLIA WEALTH ADVISORS, LLC
15 Constitution Drive Suite 1a, Bedford, Nh 03110 (603) 288-0230 EIN:83-0812081 Plan Admin:Steven M Dalton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMAGNOLIA WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$468,372 / $104,851 | 2023 | MAGNOLIA WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $468,372 / $104,851 |
| 2022 | Plan NameMAGNOLIA WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$58,500 / $468,372 | 2022 | MAGNOLIA WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $58,500 / $468,372 |
| 2021 | Plan NameMAGNOLIA WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $58,500 | 2021 | MAGNOLIA WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $0 / $58,500 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MAGNOLIA WEALTH ADVISORS LLC
15 Constitution Dr Ste 1A, Bedford, NH 03110-6002 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$37,430 Forgiven$37,664 LenderPathward National Association Jobs2 | 04/14/2020 | $37,430 | $37,664 | Pathward National Association | 2 |
PPP Loans based on Paycheck Protection Program.
Address Match:15 Constitution Dr Ste 1a Bedford, NH
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The following government agencies have contributed data:
New Hampshire Department of State U.S. Department of Labor U.S. Small Business Administration
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