Wealth Advisory Group, Inc.
California
Registered In
02/03/1984
Incorp. Date
Company Summary
Wealth Advisory Group, Inc. at 3711 Long Beach Blvd # 718, Long Beach, Ca 90807 lists Leonard B Raya of Long Beach, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Terminated
Registration Type
Domestic
Search Other Resources
People
|
James E Sutherland
Individual Agent
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3711 LONG BEACH BLVD # 718, LONG BEACH, CA 90807
|
|
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Leonard B Raya
CEO
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3711 LONG BEACH BLVD # 724, LONG BEACH, CA 90807
|
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
|
3711 LONG BEACH BLVD # 718, LONG BEACH, CA 90807
(Mailing)
View Map
|
Financials
Financial Information for Wealth Advisory Group, Inc.
Form 5500
WEALTH ADVISORY GROUP, INC.
967 Reserve Drive, Roseville, Ca 95678 (916) 787-9935 EIN:20-8192117 Plan Admin:Clayton Holcomb| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWEALTH ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,056,399 / $1,361,155 | 2023 | WEALTH ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 6 | $1,056,399 / $1,361,155 |
| 2022 | Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,160,597 / $1,056,399 | 2022 | WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $1,160,597 / $1,056,399 |
| 2021 | Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$850,544 / $1,160,597 | 2021 | WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $850,544 / $1,160,597 |
| 2020 | Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$617,501 / $850,544 | 2020 | WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $617,501 / $850,544 |
| 2019 | Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$452,054 / $617,501 | 2019 | WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $452,054 / $617,501 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH ADVISORY GROUP INC
967 Reserve Drive, ROSEVILLE, CA 95678-1340| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/04/2020 | Approved$61,000 Forgiven$61,364 LenderFive Star Bank Jobs4 | 05/04/2020 | $61,000 | $61,364 | Five Star Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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