Wealth Design Group
California
Registered In
05/08/1996
Incorp. Date
Company Summary
Wealth Design Group at 3445 American River Dr STE B, Sacramento, Ca 95864 lists Gary Lyle Pevey of Sacramento, CA as the associate.
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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Gary Lyle Pevey
Individual Agent
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3445 AMERICAN RIVER DR STE B, SACRAMENTO, CA 95864
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Gary Lyle Pevey
CEO
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3445 AMERICAN RIVER DR STE B, SACRAMENTO, CA 95864
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Gary Lyle Pevey
Chief Financial Officer
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3445 AMERICAN RIVER DR STE B, SACRAMENTO, CA 95864
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Gary Lyle Pevey
Director
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3445 AMERICAN RIVER DR STE B, SACRAMENTO, CA 95864
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Gary Lyle Pevey
Secretary
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3445 AMERICAN RIVER DR STE B, SACRAMENTO, CA 95864
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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3445 AMERICAN RIVER DR STE B, SACRAMENTO, CA 95864
(Mailing)
View Map
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Financials
Financial Information for Wealth Design Group
Form 5500
WEALTH DESIGN GROUP
3445 American River Drive, Suite B, Sacramento, Ca 95864 (916) 480-0669 EIN:68-0391611 Plan Admin:Gary Pevey| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTH DESIGN GROUP PROFIT SHARING 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$369,932 / $496,199 | 2022 | WEALTH DESIGN GROUP PROFIT SHARING 401(K) PLAN & TRUST - Plan #001 | 2 / 2 | $369,932 / $496,199 |
| 2021 | Plan NameWEALTH DESIGN GROUP PROFIT SHARING 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$344,455 / $369,932 | 2021 | WEALTH DESIGN GROUP PROFIT SHARING 401(K) PLAN & TRUST - Plan #001 | 1 / 2 | $344,455 / $369,932 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH DESIGN GROUP
3445 American River Dr Ste B, Sacramento, CA 95864-5744 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/16/2021 | Approved$19,445 Forgiven$19,538 LenderBank of America, National Association Jobs2 | 02/16/2021 | $19,445 | $19,538 | Bank of America, National Association | 2 |
| 05/01/2020 | Approved$12,760 Forgiven$12,829 LenderBank of America, National Association Jobs1 | 05/01/2020 | $12,760 | $12,829 | Bank of America, National Association | 1 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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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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