Magnolia Wealth Advisors LLC

Bedford, NH

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.

Overview

Registered In

New Hampshire

Incorporation Date

06/07/2018

Company Type

Domestic Limited Liability Company

Status

Good Standing

Registration Type

Domestic

Phone

(888) 462-****

Email

*********@incfile.com

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People

Legalinc Corporate Services Inc. Registered Agent	1950 LAFAYETTE RD STE 200A, PORTSMOUTH, NH 03801
Steve Dalton Member	866 ISLAND PARK DR UNIT 402, CHARLESTON, SC 29492
Chrisann Dalton Member	866 ISLAND PARK DR UNIT 402, CHARLESTON, SC 29492 (View Past Addresses)

Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history

Map & Locations

15 CONSTITUTION DR STE 1A, BEDFORD, NH 03110 View Map

Financials

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.

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Sources

The following government agencies have contributed data:

• New Hampshire Department of State • U.S. Department of Labor • U.S. Small Business Administration