Lw Family Office, LLC
California
Registered In
01/26/2005
Incorp. Date
Company Summary
Lw Family Office, LLC at 3189 Danville Blvd STE 245 STE 295, Alamo, Ca 94507 lists Lonna A Wais of Alamo, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Bruce E Carrier
Individual Agent
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3189 DANVILLE BLVD STE 245 STE 295, ALAMO, CA 94507
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Lonna A Wais
Manager
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3189 DANVILLE BLVD STE 245 STE 295, ALAMO, CA 94507
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3189 DANVILLE BLVD STE 245 STE 295, ALAMO, CA 94507
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Financial Information for Lw Family Office, LLC
Form 5500
LW FAMILY OFFICE, LLC
3189 Danville Blvd., Suite 295, Alamo, Ca 94507 (925) 362-4601 EIN:42-1727480 Plan Admin:Bruce Carrier| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLW FAMILY OFFICE, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$212,808 / $428,671 | 2023 | LW FAMILY OFFICE, LLC 401K PLAN - Plan #001 | 2 / 2 | $212,808 / $428,671 |
| 2022 | Plan NameLW FAMILY OFFICE, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$211,738 / $212,808 | 2022 | LW FAMILY OFFICE, LLC 401K PLAN - Plan #001 | 2 / 2 | $211,738 / $212,808 |
| 2021 | Plan NameLONNA A. WAIS 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$149,105 / $211,738 | 2021 | LONNA A. WAIS 401K PLAN - Plan #001 | 2 / 2 | $149,105 / $211,738 |
| 2020 | Plan NameLONNA A. WAIS 401K PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$177,523 / $149,105 | 2020 | LONNA A. WAIS 401K PLAN - Plan #001 | 3 / 2 | $177,523 / $149,105 |
| 2019 | Plan NameLONNA A. WAIS 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$121,862 / $177,523 | 2019 | LONNA A. WAIS 401K PLAN - Plan #001 | 3 / 3 | $121,862 / $177,523 |
Benefit & Retirement Plans based on Form 5500.
Address Match:3189 Danville Blvd Ste 245 Ste 295 Alamo, CA
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Lwf Real Estate Fund, LLC
Registered in California
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Alamo, CA | View Report |
Address Match:3189 Danville Blvd Alamo, CA
Person/City Match:Bruce E Carrier - Alamo, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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