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Wealth Strategies Group, LLC

Company Details

Name: Wealth Strategies Group, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 21 May 2009 (16 years ago)
Business ID: 949850
ZIP code: 39759
County: Oktibbeha
State of Incorporation: MISSISSIPPI
Principal Office Address: 102 S JACKSON STSTARKVILLLE, MS 39759

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ERNIE GEORGE INVESTMENT MANAGEMENT 401(K) PLAN 2012 270373793 2013-05-03 WEALTH STRATEGIES GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523120
Sponsor’s telephone number 6623238045
Plan sponsor’s address 102 S. JACKSON STREET, STARKVILLE, MS, 39759

Signature of

Role Plan administrator
Date 2013-05-03
Name of individual signing ERNEST T. GEORGE, III
Valid signature Filed with authorized/valid electronic signature
ERNIE GEORGE INVESTMENT MANAGEMENT 401(K) PLAN 2011 270373793 2012-07-10 WEALTH STRATEGIES GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523120
Sponsor’s telephone number 6623238045
Plan sponsor’s address 102 S. JACKSON STREET, STARKVILLE, MS, 39759

Plan administrator’s name and address

Administrator’s EIN 270373793
Plan administrator’s name WEALTH STRATEGIES GROUP, LLC
Plan administrator’s address 102 S. JACKSON STREET, STARKVILLE, MS, 39759
Administrator’s telephone number 6623238045

Signature of

Role Plan administrator
Date 2012-07-10
Name of individual signing ERNEST T. GEORGE, III
Valid signature Filed with authorized/valid electronic signature
ERNIE GEORGE INVESTMENT MANAGEMENT 401(K) PLAN 2010 270373793 2011-04-28 WEALTH STRATEGIES GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523120
Sponsor’s telephone number 6623238045
Plan sponsor’s address 102 S. JACKSON STREET, STARKVILLE, MS, 39759

Plan administrator’s name and address

Administrator’s EIN 270373793
Plan administrator’s name WEALTH STRATEGIES GROUP, LLC
Plan administrator’s address 102 S. JACKSON STREET, STARKVILLE, MS, 39759
Administrator’s telephone number 6623238045

Signature of

Role Plan administrator
Date 2011-04-27
Name of individual signing ERNEST T. GEORGE, III
Valid signature Filed with authorized/valid electronic signature
ERNIE GEORGE INVESTMENT MANAGEMENT 401(K) PLAN 2009 270373793 2010-07-08 WEALTH STRATEGIES GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523120
Sponsor’s telephone number 6623238045
Plan sponsor’s address 102 S. JACKSON STREET, STARKVILLE, MS, 39759

Plan administrator’s name and address

Administrator’s EIN 270373793
Plan administrator’s name WEALTH STRATEGIES GROUP, LLC
Plan administrator’s address 102 S. JACKSON STREET, STARKVILLE, MS, 39759
Administrator’s telephone number 6623238045

Signature of

Role Plan administrator
Date 2010-07-08
Name of individual signing ERNEST T. GEORGE, III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-08
Name of individual signing ERNEST T. GEORGE III
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
George, Ernest T, III Agent 102 South Jackson Street;PO Box 963, Starkville, MS 39760

Member

Name Role Address
Ernest T George Member 102 S Jackson St, STARKVILLLE, MS 39759

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-01-26 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2023-02-22 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2022-02-15 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2021-01-29 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2020-02-26 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2019-02-13 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2018-01-31 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2017-01-19 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2016-02-05 Annual Report For Wealth Strategies Group, LLC
Annual Report LLC Filed 2015-03-23 Annual Report For Wealth Strategies Group, LLC

Date of last update: 04 Jan 2025

Sources: Mississippi Secretary of State