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Precepts Wealth Management, LLC

Company Details

Name: Precepts Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 26 Feb 2007 (18 years ago)
Business ID: 907650
ZIP code: 39305
County: Lauderdale
State of Incorporation: MISSISSIPPI
Principal Office Address: 4815 NORTH PARK DRIVEMERIDIAN, MS 39305

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRECEPTS WEALTH MANAGEMENT, LLC 401(K) PS PLAN 2009 841722446 2010-07-08 PRECEPTS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-02-16
Business code 523120
Sponsor’s telephone number 6015533686
Plan sponsor’s address 2504 NINTH STREET, MERIDIAN, MS, 39301

Plan administrator’s name and address

Administrator’s EIN 841722446
Plan administrator’s name PRECEPTS WEALTH MANAGEMENT, LLC
Plan administrator’s address 2504 NINTH STREET, MERIDIAN, MS, 39301
Administrator’s telephone number 6015533686

Signature of

Role Plan administrator
Date 2010-07-08
Name of individual signing GARY JAMES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
James, Gary W Agent 2504 9Th Street, Meridian, MS 39301

Member

Name Role Address
Gary W James Member 4815 NORTH PARK DRIVE, MERIDIAN, MS 39305
Gary W. James Member 2504 9Th Street, Meridian, MS 39301

President

Name Role Address
Gary James President 12173 HWY 494, COLLINSVILLE, MS 39325

Secretary

Name Role Address
Tina James Secretary 12173 HWY 494, COLLINSVILLE, MS 39325

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-02-01 Annual Report For Precepts Wealth Management, LLC
Reinstatement Filed 2023-10-10 Reinstatement For Precepts Wealth Management, LLC
Admin Dissolution Filed 2016-11-30 Admin Dissolution
Notice to Dissolve/Revoke Filed 2016-09-06 Notice to Dissolve/Revoke
Annual Report LLC Filed 2015-05-06 Annual Report For Precepts Wealth Management, LLC
Annual Report LLC Filed 2014-04-28 Annual Report LLC
Annual Report LLC Filed 2013-06-04 Annual Report LLC
Annual Report LLC Filed 2012-03-08 Annual Report LLC
Annual Report LLC Filed 2011-03-28 Annual Report LLC
Formation Form Filed 2007-02-26 Formation

Date of last update: 01 Jan 2025

Sources: Mississippi Secretary of State