Wp Advisors, LLC

California
Registered In
03/04/1999
Incorp. Date

Company Summary

Wp Advisors, LLC at 353 Sacramento ST FL 18th, San Francisco, Ca 94111 lists Anthony Spangenberg and Stephen Philliber of San Francisco, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Jennifer Cooney Individual Agent
1225 4TH ST # 317, SAN FRANCISCO, CA 94158
Anthony Spangenberg Manager
1225 4TH ST # 317, SAN FRANCISCO, CA 94158
Stephen Philliber Manager
1225 4TH ST # 317, SAN FRANCISCO, CA 94158
Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history

Map & Locations

353 SACRAMENTO ST FL 18TH, SAN FRANCISCO, CA 94111 View Map
1225 4TH ST # 317, SAN FRANCISCO, CA 94158 (Mailing) View Map
Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Wp Advisors, LLC

Form 5500

WP ADVISORS, LLC

1225 4th St, STE 317, San Francisco, Ca 94158 (415) 777-2900 EIN:94-3323134 Plan Admin:Jennifer Cooney
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWP ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,055,318 / $2,653,792 2023 WP ADVISORS, LLC 401(K) PLAN - Plan #001 2 / 2 $2,055,318 / $2,653,792
2022 Plan NameWP ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,290,595 / $2,055,318 2022 WP ADVISORS, LLC 401(K) PLAN - Plan #001 4 / 4 $2,290,595 / $2,055,318
2021 Plan NameWP ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,384,101 / $2,290,595 2021 WP ADVISORS, LLC 401(K) PLAN - Plan #001 4 / 4 $1,384,101 / $2,290,595
2020 Plan NameWP ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,038,040 / $1,384,101 2020 WP ADVISORS, LLC 401(K) PLAN - Plan #001 4 / 4 $1,038,040 / $1,384,101
2019 Plan NameWP ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$821,421 / $1,038,040 2019 WP ADVISORS, LLC 401(K) PLAN - Plan #001 4 / 4 $821,421 / $1,038,040
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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