Creative Wealth Strategies Williams Group, Inc.
California
Registered In
01/06/1994
Incorp. Date
Company Summary
Creative Wealth Strategies Williams Group, Inc. in Newport Beach, CA lists Douglas S Williams and Byron L Williams of Newport Beach, CA
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Douglas S Williams
Individual Agent
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3 CORPORATE PLAZA DR STE 106, NEWPORT BEACH, CA 92660
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Douglas S Williams
CEO
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3 CORPORATE PLAZA DR STE 106, NEWPORT BEACH, CA 92660
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Douglas S Williams
Chief Financial Officer
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3 CORPORATE PLAZA DR STE 106, NEWPORT BEACH, CA 92660
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Byron L Williams
Director
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3 CORPORATE PLAZA DR STE 106, NEWPORT BEACH, CA 92660
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Douglas S Williams
Secretary
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3 CORPORATE PLAZA DR STE 106, NEWPORT BEACH, CA 92660
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Showing current associates only (5 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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3 CORPORATE PLAZA DR STE 106, NEWPORT BEACH, CA 92660
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Creative Wealth Strategies Williams Group, Inc.
Form 5500
CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC.
3 Corporate Plaza, Suite 106, Newport Beach, Ca 92660 (949) 640-2500 EIN:33-0594936 Plan Admin:Doug Williams| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$247,075 / $111,504 | 2023 | CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN - Plan #002 | 2 / 2 | $247,075 / $111,504 |
| 2022 | Plan NameCREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$294,309 / $247,075 | 2022 | CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $294,309 / $247,075 |
| 2021 | Plan NameCREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$355,643 / $294,309 | 2021 | CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $355,643 / $294,309 |
| 2020 | Plan NameCREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$314,240 / $355,643 | 2020 | CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $314,240 / $355,643 |
| 2019 | Plan NameCREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$173,576 / $314,240 | 2019 | CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $173,576 / $314,240 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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