Wealth Architects LLC

Mountain View, CA

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

04/05/2005

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.

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Address Match:800 W El Camino Real Mountain View, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor