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C & S Wealth Management, LLC

Company Details

Name: C & S Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 07 Feb 2011 (14 years ago)
Business ID: 978236
ZIP code: 38804
County: Lee
State of Incorporation: MISSISSIPPI
Principal Office Address: 3116 Plantation CircleTUPELO, MS 38804

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C&S WEALTH MANAGEMENT 401(K) PLAN 2021 275469086 2022-10-11 C & S WEALTH MANAGEMENT, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-10
Business code 523110
Sponsor’s telephone number 6628443501
Plan sponsor’s address 103 COURT STREET, TUPELO, MS, 38804
C&S WEALTH MANAGEMENT 401(K) PLAN 2020 275469086 2021-10-12 C & S WEALTH MANAGEMENT, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-10
Business code 523110
Sponsor’s telephone number 6628443501
Plan sponsor’s address 103 COURT STREET, TUPELO, MS, 38804
C & S WEALTH MANAGEMENT 401(K) PLAN 2019 275469086 2020-07-01 C & S WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-10
Business code 523110
Sponsor’s telephone number 6628443501
Plan sponsor’s address 103 COURT STREET, TUPELO, MS, 38804

Signature of

Role Plan administrator
Date 2020-07-01
Name of individual signing ROBIN HAIRE
Valid signature Filed with authorized/valid electronic signature
C & S WEALTH MANAGEMENT 401(K) PLAN 2018 275469086 2019-05-22 C & S WEALTH MANAGEMENT, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-10
Business code 523110
Sponsor’s telephone number 6628443501
Plan sponsor’s address 103 COURT STREET, TUPELO, MS, 38804

Signature of

Role Plan administrator
Date 2019-05-22
Name of individual signing ROBIN HAIRE
Valid signature Filed with authorized/valid electronic signature
C & S WEALTH MANAGEMENT 401(K) PLAN 2017 275469086 2018-04-09 C & S WEALTH MANAGEMENT, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-10
Business code 523110
Sponsor’s telephone number 6628443501
Plan sponsor’s address 103 COURT STREET, TUPELO, MS, 38804

Signature of

Role Plan administrator
Date 2018-04-09
Name of individual signing ROBIN W. HAIRE
Valid signature Filed with authorized/valid electronic signature
C & S WEALTH MANAGEMENT 401(K) PLAN 2016 275469086 2017-08-04 C & S WEALTH MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-10
Business code 523110
Sponsor’s telephone number 6628443501
Plan sponsor’s address 103 COURT STREET, TUPELO, MS, 38804

Signature of

Role Plan administrator
Date 2017-08-04
Name of individual signing ROBIN W. HAIRE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Lancaster, Cory R. Agent 322 W. Jefferson Street PO Box 409, Tupelo, MS 38804-0409

Member

Name Role Address
Robin Haire Member 3116 Plantation Circle, TUPELO, MS 38804

Vice President

Name Role Address
Anne Haire Vice President 3116 Plantation Circle, TUPELO, MS 38804

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-01-13 Annual Report For C & S Wealth Management, LLC
Annual Report LLC Filed 2024-01-09 Annual Report For C & S Wealth Management, LLC
Amendment Form Filed 2023-09-19 Amendment For C & S Wealth Management, LLC
Annual Report LLC Filed 2023-01-13 Annual Report For C & S Wealth Management, LLC
Annual Report LLC Filed 2022-01-14 Annual Report For C & S Wealth Management, LLC
Annual Report LLC Filed 2021-01-14 Annual Report For C & S Wealth Management, LLC
Annual Report LLC Filed 2020-01-16 Annual Report For C & S Wealth Management, LLC
Annual Report LLC Filed 2019-03-04 Annual Report For C & S Wealth Management, LLC
Annual Report LLC Filed 2018-04-16 Annual Report For C & S Wealth Management, LLC
Annual Report LLC Filed 2017-02-27 Annual Report For C & S Wealth Management, LLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9813948500 2021-03-12 0470 PPS 1207 Antler Dr, Tupelo, MS, 38804-1803
Loan Status Date 2021-09-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 144610.54
Loan Approval Amount (current) 144610.54
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39657
Servicing Lender Name FNB Oxford Bank
Servicing Lender Address 101 Courthouse Sq, OXFORD, MS, 38655-4098
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tupelo, LEE, MS, 38804-1803
Project Congressional District MS-01
Number of Employees 19
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 39657
Originating Lender Name FNB Oxford Bank
Originating Lender Address OXFORD, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 145217.1
Forgiveness Paid Date 2021-08-23

Date of last update: 24 Mar 2025

Sources: Mississippi Secretary of State