Entity Number 000-407-637
Register Number000407637
Status Exists
NameWilson Investment Group, LLC
CountyLee
Date of registration 03 Nov 2017 (7 years ago)
Legal typeDomestic Series Limited Liability Company
Registered Office Street Address 175 EAST MAGNOLIA AVEAUBURN, AL 36830
Registered Office Street Address ZIP code 36830
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2023
823336902
2024-04-12
WILSON INVESTMENT GROUP LLC
6
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 175 E. MAGNOLIA AVE., AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES |
| Plan administrator’s address | 6501 DEANE HILL DR, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2024-04-12 |
| Name of individual signing | TARA EVANS, FOR TAG RESOURCES |
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2022
823336902
2023-08-11
WILSON INVESTMENT GROUP LLC
8
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 175 E. MAGNOLIA AVE., AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES |
| Plan administrator’s address | 6501 DEANE HILL DR, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2023-08-11 |
| Name of individual signing | TARA EVANS, FOR TAG RESOURCES |
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2021
823336902
2022-09-08
WILSON INVESTMENT GROUP LLC
7
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 1224 OGLETREE VILLAGE LANE, AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | TAG RESOURCES, LLC |
| Plan administrator’s address | 6501 DEANE HILL DR, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-08 |
| Name of individual signing | TARA EVANS |
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2020
823336902
2021-04-14
WILSON INVESTMENT GROUP LLC
6
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 1224 OGLETREE VILLAGE LANE, AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | TAG RESOURCES, LLC |
| Plan administrator’s address | 6501 DEANE HILL DR, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2021-04-14 |
| Name of individual signing | PHIL TISUE |
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2020
823336902
2022-08-17
WILSON INVESTMENT GROUP LLC
6
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 1224 OGLETREE VILLAGE LANE, AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | TAG RESOURCES, LLC |
| Plan administrator’s address | 6501 DEANE HILL DR, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2022-08-17 |
| Name of individual signing | TARA EVANS |
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2019
823336902
2020-05-27
WILSON INVESTMENT GROUP LLC
6
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 1224 OGLETREE VILLAGE LANE, AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | TAG RESOURCES, LLC |
| Plan administrator’s address | 6501 DEANE HILL DR, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-27 |
| Name of individual signing | PHIL TISUE |
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2018
823336902
2019-08-26
WILSON INVESTMENT GROUP LLC
5
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 175 E. MAGNOLIA AVE., AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | TAG RESOURCES, LLC |
| Plan administrator’s address | 6322 DEANE HILL DR, SUITE 201, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2019-08-26 |
| Name of individual signing | PHIL TISUE |
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
2018
823336902
2019-08-26
WILSON INVESTMENT GROUP LLC
5
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3348879901 |
| Plan sponsor’s address | 1224 OGLETREE VILLAGE LANE, AUBURN, AL, 36830 |
Plan administrator’s name and address
| Administrator’s EIN | 621874769 |
| Plan administrator’s name | TAG RESOURCES, LLC |
| Plan administrator’s address | 6322 DEANE HILL DR, SUITE 201, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2019-08-26 |
| Name of individual signing | PHIL TISUE |
WILSON, BRAD C
Agent
MEADOWS, ROBERT T III
Organizer
Date of last update: 13 Aug 2024
Sources: Alabama Secretary of State
