Mainsail Wealth Advisors, LLC at 6641 Main St, Gloucester, Va 23061 lists Spencer M. Baxter of Williamsburg, VA.
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Spencer M. Baxter
Registered Agent
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1100 PROFESSIONAL DR, WILLIAMSBURG, VA 23185
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6641 MAIN ST, GLOUCESTER, VA 23061
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,304,110 / $2,983,907 | 2023 | MAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 11 / 12 | $2,304,110 / $2,983,907 |
| 2022 | Plan NameMAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,353,526 / $2,304,110 | 2022 | MAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 10 | $2,353,526 / $2,304,110 |
| 2021 | Plan NameMAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,829,957 / $2,353,526 | 2021 | MAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 9 | $1,829,957 / $2,353,526 |
| 2020 | Plan NameMAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,371,769 / $1,829,957 | 2020 | MAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 9 | $1,371,769 / $1,829,957 |
| 2019 | Plan NameMAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,154,139 / $1,371,769 | 2019 | MAINSAIL WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 8 | $1,154,139 / $1,371,769 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$163,600 Forgiven$164,822 LenderChesapeake Bank Jobs8 | 04/10/2020 | $163,600 | $164,822 | Chesapeake Bank | 8 |
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