Wealth Architects LLC

California
Registered In
04/05/2005
Incorp. Date

Company Summary

Wealth Architects LLC at 800 W El Camino Real STE 201, Mountain View, Ca 94040 lists Mark Thomas Johnsen and Patrick N Phillips of Mountain View, CA.

Overview

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

Mark Thomas Johnsen Individual Agent
800 W EL CAMINO REAL STE 201, MOUNTAIN VIEW, CA 94040
Mark Thomas Johnsen CEO
800 W EL CAMINO REAL STE 201, MOUNTAIN VIEW, CA 94040
Mark Thomas Johnsen Manager
800 W EL CAMINO REAL STE 201, MOUNTAIN VIEW, CA 94040
Patrick N Phillips Manager
800 W EL CAMINO REAL STE 201, MOUNTAIN VIEW, CA 94040
Jina Yi Manager
800 W EL CAMINO REAL STE 201, MOUNTAIN VIEW, CA 94040
Mark R Gordon Manager
800 W EL CAMINO REAL STE 201, MOUNTAIN VIEW, CA 94040
Showing current associates only (6 of 9 total associates). Create a free account to see the full associate history

Map & Locations

800 W EL CAMINO REAL STE 201, MOUNTAIN VIEW, CA 94040 View Map

Financials

Financial Information for Wealth Architects LLC

Form 5500

WEALTH ARCHITECTS, LLC

800 West El Camino Real, Suite 201, Mountain View, Ca 94040 (650) 325-9044 EIN:20-3052198 Plan Admin:Mark Johnsen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 30 Assets BOY/EOY$5,523,374 / $7,298,370 2023 WEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 28 / 30 $5,523,374 / $7,298,370
2022 Plan NameWEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 28 Assets BOY/EOY$5,764,704 / $5,523,374 2022 WEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 28 / 28 $5,764,704 / $5,523,374
2021 Plan NameWEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 28 Assets BOY/EOY$4,421,608 / $5,764,704 2021 WEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 26 / 28 $4,421,608 / $5,764,704
2020 Plan NameWEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 26 Assets BOY/EOY$3,754,014 / $4,421,608 2020 WEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 24 / 26 $3,754,014 / $4,421,608
2019 Plan NameWEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 22 Assets BOY/EOY$2,884,203 / $3,754,014 2019 WEALTH ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 21 / 22 $2,884,203 / $3,754,014
Benefit & Retirement Plans based on Form 5500.

Linked Companies

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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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