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  5. Wealthview Capital, LLC

Wealthview Capital, LLC

Company Details

Name: Wealthview Capital, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 12 Jan 2005 (20 years ago)
Business ID: 866157
ZIP code: 39211
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 4500 I-55 NORTH, SUITE 263JACKSON, MS 39211
Historical names: Taylor Capital Management, LLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2023 202216052 2024-07-29 WEALTHVIEW CAPITAL, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2022 202216052 2023-09-21 WEALTHVIEW CAPITAL, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2021 202216052 2022-08-22 WEALTHVIEW CAPITAL, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2020 202216052 2021-06-30 WEALTHVIEW CAPITAL, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2019 202216052 2020-07-15 WEALTHVIEW CAPITAL, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2018 202216052 2019-09-09 WEALTHVIEW CAPITAL, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2019-09-09
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2017 202216052 2018-07-24 WEALTHVIEW CAPITAL, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2016 202216052 2017-06-26 WEALTHVIEW CAPITAL, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2017-06-26
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2015 202216052 2016-07-15 WEALTHVIEW CAPITAL, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2016-07-15
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
WEALTHVIEW CAPITAL, LLC 401(K) PLAN 2014 202216052 2015-05-18 WEALTHVIEW CAPITAL, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2015-05-18
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/12/20140712091637P030010530175001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2014-07-12
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/23/20130723084231P040115542149001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Signature of
Role Plan administrator
Date 2013-07-23
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/19/20120919140030P030006523252001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6019814040
Plan sponsor’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150

Plan administrator’s name and address
Administrator’s EIN 202216052
Plan administrator’s name WEALTHVIEW CAPITAL, LLC
Plan administrator’s address 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 392116150
Administrator’s telephone number 6019814040

Signature of
Role Plan administrator
Date 2012-09-19
Name of individual signing SAMUEL TAYLOR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
T. Calvin Wells Agent 1905 Community Bank Way, Suite 200, Flowood , MS 39232

Manager

Name Role Address
Samuel J Taylor Manager 4500 I-55 North, Suite 263, Jackson, MS 39211

Filings

Type Status Filed Date Description
Amendment Form Filed 2024-12-09 Amendment For Wealthview Capital, LLC
Annual Report LLC Filed 2024-04-25 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2023-02-04 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2022-02-02 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2021-03-02 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2020-02-23 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2019-03-04 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2018-02-19 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2017-02-08 Annual Report For Wealthview Capital, LLC
Annual Report LLC Filed 2016-03-01 Annual Report For Wealthview Capital, LLC

Related by officers

T. Calvin Wells

Belhaven University CHAMBERLAIN-HUNT ACADEMY HIDDEN FENCE SYSTEMS, INC. SUNBELT PROPERTIES, LLC THE WOMAN'S CLINIC OF MISSISSIPPI, PLLC WELLS, MOORE, SIMMONS & HUBBARD, PLLC OFFICE PRODUCTS PLUS, INC. NEXT GROUP, LLC CHAMBERLAIN-HUNT PROPERTY, LLC THE EVERYDAY GARDENER, INC.

Related by address

No related companies by address

Date of last update: 09 Jan 2025

Sources: Mississippi Secretary of State

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