Kwb Wealth
California
Registered In
04/02/1996
Incorp. Date
Company Summary
Kwb Wealth at 1782 Orange Tree Ln, Redlands, Ca 92374 lists Kerrick Bubb and Quentin Bubb of Redlands, CA as the associates.
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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Kerrick Bubb
Individual Agent
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1782 ORANGE TREE LN, REDLANDS, CA 92374
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Kerrick Bubb
CEO
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1782 ORANGE TREE LN, REDLANDS, CA 92374
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Quentin Bubb
Secretary
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1782 ORANGE TREE LN, REDLANDS, CA 92374
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Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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1782 ORANGE TREE LN, REDLANDS, CA 92374
(Mailing)
View Map
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Financials
Financial Information for Kwb Wealth
Form 5500
KWB WEALTH
1782 Orange Tree Lane, Redlands, Ca 92374 (909) 307-8220 EIN:33-0703534 Plan Admin:Kerrick Bubb| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$4,730,509 / $6,082,898 | 2023 | KWB WEALTH 401K PLAN - Plan #001 | 12 / 14 | $4,730,509 / $6,082,898 |
| 2023 | Plan NameKWB WEALTH DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY11 / 0 Assets BOY/EOY$3,217,891 / $0 | 2023 | KWB WEALTH DEFINED BENEFIT PLAN - Plan #002 | 11 / 0 | $3,217,891 / $0 |
| 2022 | Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$5,459,945 / $4,730,509 | 2022 | KWB WEALTH 401K PLAN - Plan #001 | 12 / 12 | $5,459,945 / $4,730,509 |
| 2022 | Plan NameKWB WEALTH DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$3,750,974 / $3,217,891 | 2022 | KWB WEALTH DEFINED BENEFIT PLAN - Plan #002 | 12 / 11 | $3,750,974 / $3,217,891 |
| 2021 | Plan NameKWB WEALTH 401K PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$4,524,608 / $5,459,945 | 2021 | KWB WEALTH 401K PLAN - Plan #001 | 11 / 12 | $4,524,608 / $5,459,945 |
Benefit & Retirement Plans based on Form 5500.
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|
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|
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|
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|
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|
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|
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|
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|
Laguna Development, LLC
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|
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|
Siva Arunasalam M.D. Inc.
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|
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|
B & L Strategies, LLC
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|
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|
Enerpath International Holding Company
Registered in California
|
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|
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|
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|
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|
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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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