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Magnolia Wealth Management LLC

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Entity Number 000-519-666

Register Number000519666

Status Exists

NameMagnolia Wealth Management LLC

CountyHouston

Date of registration 24 May 2018 (6 years ago)

Legal typeDomestic Limited Liability Company

Registered Office Street Address 1535 HONEYSUCKLE ROADDOTHAN, AL 36305

Registered Office Street Address ZIP code 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
File View File

Filings since 2024-07-18

Form type 13F-HR
File number 028-22227
Filing date 2024-07-18
Reporting date 2024-06-30
File View File

Filings since 2024-05-10

Form type 13F-HR
File number 028-22227
Filing date 2024-05-10
Reporting date 2024-03-31
File View File

Filings since 2024-02-14

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

Filings since 2023-11-13

Form type 13F-HR
File number 028-22227
Filing date 2023-11-13
Reporting date 2023-09-30
File View File

Filings since 2023-07-24

Form type 13F-HR
File number 028-22227
Filing date 2023-07-24
Reporting date 2023-06-30
File View File

Filings since 2023-05-11

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

Filings since 2023-02-13

Form type 13F-HR
File number 028-22227
Filing date 2023-02-13
Reporting date 2022-12-31
File View File

Filings since 2022-07-22

Form type 13F-HR
File number 028-22227
Filing date 2022-07-22
Reporting date 2022-06-30
File View File

Filings since 2022-05-19

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

Filings since 2022-04-27

Form type 13F-HR
File number 028-22227
Filing date 2022-04-27
Reporting date 2022-03-31
File View File

Filings since 2022-02-15

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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants File

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 plan2022-01-01
Business code523900
Sponsor’s telephone number3346994036
Plan sponsor’s address1535 HONEYSUCKLE ROAD, DOTHAN, AL, 36305

MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN

2022

830666686

2023-03-23

MAGNOLIA WEALTH MANAGEMENT, LLC

5

View Page

Three-digit plan number (PN)001
Effective date of plan2022-01-01
Business code523900
Sponsor’s telephone number3346994036
Plan sponsor’s address1535 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