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Wealth Advisory Group, Inc.

Details

Name: Wealth Advisory Group, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 31 Mar 2005 (20 years ago)
Entity Number: 000-240-712
Register Number: 000240712
County: Morgan
Place of Formation: Morgan County
Principal Address: DECATUR, AL
Registered Office Street Address: 2046 BELTLINE RD STE 2DECATUR, AL 35601
Registered Office Street Address ZIP Code: 35601
Authorized Capital: $1,000

Activities ANY LAWFUL ACTIVITY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2023 202597134 2024-03-07 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2024-02-28
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2024-02-28
Name of individual signing TODD CARDEN
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2022 202597134 2023-02-21 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2023-02-21
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2023-02-21
Name of individual signing TODD CARDEN
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2021 202597134 2022-07-21 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2022-07-20
Name of individual signing BARRY HILL
Role Employer/plan sponsor
Date 2022-07-20
Name of individual signing BARRY HILL
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2020 202597134 2021-10-08 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing BARRY HILL
Role Employer/plan sponsor
Date 2021-10-08
Name of individual signing BARRY HILL
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2019 202597134 2020-07-14 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2020-07-09
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2020-07-09
Name of individual signing TODD CARDEN
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2018 202597134 2019-10-14 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2019-10-09
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2019-10-09
Name of individual signing TODD CARDEN
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2017 202597134 2018-05-15 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2018-04-27
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2018-04-27
Name of individual signing TODD CARDEN
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2016 202597134 2017-05-15 WEALTH ADVISORY GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2017-05-15
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2017-05-15
Name of individual signing TODD CARDEN
WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2015 202597134 2016-07-14 WEALTH ADVISORY GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2016-07-14
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2016-07-14
Name of individual signing TODD CARDEN
WEALTH ADVISORY GROUP INC 401K PLAN 2014 202597134 2015-05-07 WEALTH ADVISORY GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-12-31
Business code 523120
Sponsor’s telephone number 2563019770
Plan sponsor’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601

Plan administrator’s name and address
Administrator’s EIN 202597134
Plan administrator’s name WEALTH ADVISORY GROUP, INC.
Plan administrator’s address 306 4TH AVENUE, SE, DECATUR, AL, 35601
Administrator’s telephone number 2563019770

Signature of
Role Plan administrator
Date 2015-05-01
Name of individual signing TODD CARDEN
Role Employer/plan sponsor
Date 2015-05-01
Name of individual signing TODD CARDEN

Agent

Name Role
CARDEN, R TODD Agent

Incorporator

Name Role
CARDEN, R TODD Incorporator

Related by officers

CARDEN, R TODD

R. T. Carden & Associates, Inc.

Related by address

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Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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