OLD NORTH STATE WEALTH MANAGEMENT, LLC — OLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
OLD NORTH STATE WEALTH MANAGEMENT, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD NORTH STATE WEALTH MANAGEMENT, LLC.
Plan sponsor
Name
OLD NORTH STATE WEALTH MANAGEMENT, LLC
EIN
26-2681329
Address
1430 COMMONWEALTH DR, SUITE 200 · WILMINGTON, NC · 28403
Phone
(910) 509-3800
Industry
CPA Offices· Professional & Technical Servicessee all
