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Magnolia Wealth Management LLC

Details

Name: Magnolia Wealth Management LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 24 May 2018 (6 years ago) (Companies founded in May 2018)
Entity Number: 000-519-666
Register Number: 000519666
ZIP code: 36305 (Companies in Houston, 36305)
County: Houston
Place of Formation: Houston County
Registered Office Street Address: 1535 HONEYSUCKLE ROADDOTHAN, AL 36305

Central Index Key

CIK number Mailing Address Business Address Phone
1908732 1535 HONEYSUCKLE ROAD, DOTHAN, AL, 36305 1535 HONEYSUCKLE ROAD, DOTHAN, AL, 36305 334-699-4036

Filings since 2024-07-18

Form type N-PX
File number 028-22227
Filing date 2024-07-18
Reporting date 2024-06-30
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Filings since 2024-07-18

Form type 13F-HR
File number 028-22227
Filing date 2024-07-18
Reporting date 2024-06-30
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Filings since 2024-05-10

Form type 13F-HR
File number 028-22227
Filing date 2024-05-10
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-22227
Filing date 2024-02-14
Reporting date 2023-12-31
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Filings since 2023-11-13

Form type 13F-HR
File number 028-22227
Filing date 2023-11-13
Reporting date 2023-09-30
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Filings since 2023-07-24

Form type 13F-HR
File number 028-22227
Filing date 2023-07-24
Reporting date 2023-06-30
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Filings since 2023-05-11

Form type 13F-HR
File number 028-22227
Filing date 2023-05-11
Reporting date 2023-03-31
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Filings since 2023-02-13

Form type 13F-HR
File number 028-22227
Filing date 2023-02-13
Reporting date 2022-12-31
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Filings since 2022-07-22

Form type 13F-HR
File number 028-22227
Filing date 2022-07-22
Reporting date 2022-06-30
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Filings since 2022-05-19

Form type 13F-HR/A
File number 028-22227
Filing date 2022-05-19
Reporting date 2022-03-31
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Filings since 2022-04-27

Form type 13F-HR
File number 028-22227
Filing date 2022-04-27
Reporting date 2022-03-31
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Filings since 2022-02-15

Form type 13F-HR
File number 028-22227
Filing date 2022-02-15
Reporting date 2021-12-31
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN 2023 830666686 2024-07-01 MAGNOLIA WEALTH MANAGEMENT, LLC 5
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Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 3346994036
Plan sponsor’s address 1535 HONEYSUCKLE ROAD, DOTHAN, AL, 36305
MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN 2022 830666686 2023-03-23 MAGNOLIA WEALTH MANAGEMENT, LLC 5
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Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 3346994036
Plan sponsor’s address 1535 HONEYSUCKLE ROAD, DOTHAN, AL, 36305

Agent

Name Role Address
COX, EDWIN A Agent 1535 HONEYSUCKLE ROADDOTHAN, AL 36305

Organizer

Name Role Address
COX, EDWIN A Organizer 1535 HONEYSUCKLE ROADDOTHAN, AL 36305

Date of last update: 14 Aug 2024

Sources: Alabama Secretary of State