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  5. Natchez Wealth Management, LLC

Natchez Wealth Management, LLC

Company Details

Name: Natchez Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 15 Mar 2012 (13 years ago)
Business ID: 997796
ZIP code: 39120
County: Adams
State of Incorporation: MISSISSIPPI
Principal Office Address: 807 Main StNatchez, MS 39120

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 454882008 2024-10-11 NATCHEZ WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 454882008 2023-10-09 NATCHEZ WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120

Signature of
Role Plan administrator
Date 2023-10-09
Name of individual signing KEY SMITH
Valid signature Filed with authorized/valid electronic signature
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 454882008 2022-09-07 NATCHEZ WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120

Signature of
Role Plan administrator
Date 2022-09-07
Name of individual signing KEY SMITH
Valid signature Filed with authorized/valid electronic signature
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 454882008 2021-10-07 NATCHEZ WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing KEY SMITH
Valid signature Filed with authorized/valid electronic signature
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 454882008 2020-08-12 NATCHEZ WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120

Signature of
Role Plan administrator
Date 2020-08-12
Name of individual signing KEY SMITH
Valid signature Filed with authorized/valid electronic signature
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 454882008 2019-10-04 NATCHEZ WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120

Signature of
Role Plan administrator
Date 2019-10-04
Name of individual signing KEY SMITH
Valid signature Filed with authorized/valid electronic signature
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2017 454882008 2018-09-13 NATCHEZ WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120

Signature of
Role Plan administrator
Date 2018-09-13
Name of individual signing KEY SMITH
Valid signature Filed with authorized/valid electronic signature
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2016 454882008 2017-10-03 NATCHEZ WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2015 454882008 2016-07-15 NATCHEZ WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN 2014 454882008 2015-09-29 NATCHEZ WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/07/20140707135439P040027600471001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6014452022
Plan sponsor’s address 807 MAIN STREET, NATCHEZ, MS, 39120

Signature of
Role Plan administrator
Date 2014-07-07
Name of individual signing WILLIAM SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-07
Name of individual signing WILLIAM SMITH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Smith, William Key, II Agent 807 Main St, Natchez, MS 39120

Member

Name Role Address
PNP Natchez, LLC Member 807 MAIN STREET, NATCHEZ, MS 39120
William Key Smith II Member 807 Main St, Natchez, MS 39120

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-03-21 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2024-02-05 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2023-08-21 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2023-03-24 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2022-02-16 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2021-04-17 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2021-01-28 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2020-02-14 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2019-02-12 Annual Report For Natchez Wealth Management, LLC
Annual Report LLC Filed 2018-02-12 Annual Report For Natchez Wealth Management, LLC

Related by officers

William Key Smith II

PNP Natchez, LLC PNP Natchez II, LLC

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Mississippi Secretary of State

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