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Wilson Investment Group, LLC

Details

Name: Wilson Investment Group, LLC
Jurisdiction: Alabama
Legal type: Domestic Series Limited Liability Company
Status: Exists
Date of registration: 03 Nov 2017 (7 years ago) (Companies founded in November 2017)
Entity Number: 000-407-637
Register Number: 000407637
ZIP code: 36830 (Companies in Lee, 36830)
County: Lee
Place of Formation: Lee County
Registered Office Street Address: 175 EAST MAGNOLIA AVEAUBURN, AL 36830

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILSON INVESTMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 823336902 2024-04-12 WILSON INVESTMENT GROUP LLC 6
File View Page
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
File View Page
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
File View Page
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 2022-08-17 WILSON INVESTMENT GROUP LLC 6
File View Page
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 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 2019 823336902 2020-05-27 WILSON INVESTMENT GROUP LLC 6
File View Page
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
File View Page
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

Agent

Name Role
WILSON, BRAD C Agent

Organizer

Name Role
MEADOWS, ROBERT T III Organizer

Related by officers

MEADOWS, ROBERT T III

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Related by address

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Date of last update: 13 Aug 2024

Sources: Alabama Secretary of State

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