Company Name: | WILKINSON WEALTH MANAGEMENT, LLC |
Employer identification number (EIN): | 873607150 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-06-30 | |||||
Date | Description |
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2023-07-31 | 873607150 Change of name detected from IMUS WILKINSON INVESTMENT MANAGEMENT to WILKINSON WEALTH MANAGEMENT, LLC |
2023-07-31 | 873607150 Change of plan name detected from IMUS WILKINSON INVESTMENT MANAGEMENT RETIREMENT PLAN to WILKINSON WEALTH MANAGEMENT, LLC for plan ID 001 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | WILKINSON WEALTH MANAGEMENT, LLC | 2022-01-01 | 2012-01-01 |