Zrc Wealth Management, LLC

Santa Rosa, CA

California

Registered In

09/02/1999

Incorp. Date

Company Summary

Zrc Wealth Management, LLC at 3562 Round Barn Cir STE 300, Santa Rosa, Ca 94503 lists Barry Nathan Mendelson of Santa Rosa, CA as the associate.

Registered In: California
Incorporation Date: 09/02/1999
Registration Type: Domestic
Company Type: Limited Liability Company - Ca
Status: Active
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Llc Nathan Zrc Wealth Management Individual Agent	3562 ROUND BARN CIR, SANTA ROSA, CA 95403
Barry Nathan Mendelson Manager	3562 ROUND BARN CIR STE 300, SANTA ROSA, CA 95403

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3562 ROUND BARN CIR STE 300, SANTA ROSA, CA 94503 View Map

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Financial Information for Zrc Wealth Management, LLC

Form 5500

ZRC WEALTH MANAGEMENT LLC

604 Timberleaf Court, Walnut Creek, Ca 94598 (925) 962-5600 EIN:68-0439064 Plan Admin:Barry Mendelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameZRC WEALTH MANAGEMENT LLC 401K PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,648,446 / $2,134,787	2023	ZRC WEALTH MANAGEMENT LLC 401K PLAN AND TRUST - Plan #001	6 / 5	$1,648,446 / $2,134,787
2022	Plan NameZRC WEALTH MANAGEMENT LLC 401K PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,773,422 / $1,648,446	2022	ZRC WEALTH MANAGEMENT LLC 401K PLAN AND TRUST - Plan #001	5 / 6	$1,773,422 / $1,648,446
2021	Plan NameZRC WEALTH MANAGEMENT LLC 401K PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$455,578 / $1,773,422	2021	ZRC WEALTH MANAGEMENT LLC 401K PLAN AND TRUST - Plan #001	4 / 5	$455,578 / $1,773,422

Benefit & Retirement Plans based on Form 5500.

PPP Loans

ZRC WEALTH MANAGEMENT, LLC

3510 Unocal Pl STE 350, Santa Rosa, Ca 95403

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$33,332 Forgiven$33,765 LenderMechanics Bank Jobs2	04/27/2020	$33,332	$33,765	Mechanics Bank	2

PPP Loans based on Paycheck Protection Program.

Address Match:3562 Round Barn Cir Santa Rosa, CA

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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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