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Mascagni Wealth Management, Inc.

Company Details

Name: Mascagni Wealth Management, Inc.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 16 Oct 2002 (22 years ago)
Business ID: 724031
ZIP code: 39056
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 205 E. Main StreetClinton, MS 39056
Historical names: Mascagni & Company, Inc.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2023 710913462 2024-06-11 MASCAGNI WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2024-06-11
Name of individual signing J. RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2022 710913462 2023-07-25 MASCAGNI WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2023-07-25
Name of individual signing J. RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing J. RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2021 710913462 2022-06-13 MASCAGNI WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2022-06-13
Name of individual signing JULIUS R. MASCAGNI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-13
Name of individual signing JULIUS R. MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2020 710913462 2021-06-11 MASCAGNI WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2021-06-11
Name of individual signing JULIUS R MASCAGNI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-11
Name of individual signing JULIUS R MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2019 710913462 2020-06-18 MASCAGNI WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2020-06-18
Name of individual signing RANDY MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2018 710913462 2019-05-07 MASCAGNI WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2019-05-07
Name of individual signing J RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2017 710913462 2018-06-18 MASCAGNI WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2018-06-18
Name of individual signing J RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2016 710913462 2017-07-06 MASCAGNI WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2017-07-06
Name of individual signing J RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN 2015 710913462 2016-07-19 MASCAGNI WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E MAIN ST, CLINTON, MS, 390564261

Signature of

Role Plan administrator
Date 2016-07-19
Name of individual signing J RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
MASCAGNI WEALTH MANAGEMENT 401K PLAN 2014 710913462 2015-04-13 MASCAGNI WEALTH MANAGEMENT 4
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN STREET, CLINTON, MS, 39056

Signature of

Role Plan administrator
Date 2015-04-13
Name of individual signing RANDY MASCAGNI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/04/22/20150422084402P040186947479001.pdf
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN STREET, CLINTON, MS, 39056

Signature of

Role Plan administrator
Date 2015-04-22
Name of individual signing RANDY MASCAGNI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/28/20140728112504P030019546943001.pdf
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN STREET, CLINTON, MS, 39056

Signature of

Role Plan administrator
Date 2014-07-28
Name of individual signing FRANK HARRISON
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN STREET, CLINTON, MS, 39056

Signature of

Role Plan administrator
Date 2014-07-02
Name of individual signing RANDY MASCAGNI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/15/20130515073852P040076657365001.pdf
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN STREET, CLINTON, MS, 39056

Signature of

Role Plan administrator
Date 2013-05-15
Name of individual signing RANDY MASCAGNI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/16/20130716151606P040001740006001.pdf
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 E. MAIN STREET, CLINTON, MS, 39056

Signature of

Role Plan administrator
Date 2013-07-16
Name of individual signing RANDY MASCAGNI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/14/20120514121505P030000413143001.pdf
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 EAST MAIN STREET, CLINTON, MS, 39158

Plan administrator’s name and address

Administrator’s EIN 710913462
Plan administrator’s name MASCAGNI & COMPANY, INC.
Plan administrator’s address 205 EAST MAIN STREET, CLINTON, MS, 39158
Administrator’s telephone number 6019258099

Signature of

Role Plan administrator
Date 2012-05-14
Name of individual signing RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-05-14
Name of individual signing RANDALL MASCAGNI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/27/20100927104142P030016691905001.pdf
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019258099
Plan sponsor’s address 205 EAST MAIN STREET, CLINTON, MS, 39158

Plan administrator’s name and address

Administrator’s EIN 710913462
Plan administrator’s name MASCAGNI & COMPANY, INC.
Plan administrator’s address 205 EAST MAIN STREET, CLINTON, MS, 39158
Administrator’s telephone number 6019258099

Signature of

Role Plan administrator
Date 2010-09-27
Name of individual signing FRANK HARRISON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
J RANDALL MASCAGNI Agent 205 E MAIN STREET, CLINTON, MS 39056

Incorporator

Name Role Address
J Randall Mascagni Incorporator 205 E Main Street, Clinton, MS 39056

President

Name Role Address
J. Randall Mascagni President 205 E. Main Street, Clinton, MS 39056

Director

Name Role Address
J. Randall Mascagni Director 205 E. Main Street, Clinton, MS 39056

Filings

Type Status Filed Date Description
Annual Report Filed 2024-02-15 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2023-04-13 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2022-02-28 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2021-04-01 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2020-05-15 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2019-04-08 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2018-04-04 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2017-02-27 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2016-03-30 Annual Report For Mascagni Wealth Management, Inc.
Annual Report Filed 2015-03-23 Annual Report For Mascagni Wealth Management, Inc.

Date of last update: 28 Dec 2024

Sources: Mississippi Secretary of State