Clearview Wealth Management, LLC
California
Registered In
07/15/2005
Incorp. Date
Foreign
Registration Type
Washington
Foreign Jurisdiction
Company Summary
Clearview Wealth Management, LLC at Ca lists Robert A Connon of Issaquah, WA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Washington
- Company Type
- Limited Liability Company - Out of State
- Status
- Terminated
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Cogency Global Inc.
Registered 1505 Agent
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122 E 42ND ST FL 18TH, NEW YORK, NY 10168
(View Past Addresses)
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Robert A Connon
Manager
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371 NE GILMAN BLVD STE 310, ISSAQUAH, WA 98027
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3705 HAVEN AVE STE 111, MENLO PARK, CA 94025
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CA
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Financial Information for Clearview Wealth Management, LLC
Form 5500
CLEARVIEW WEALTH MANAGEMENT, LLC
23741 SE 18th St, Sammamish, Wa 98075 (425) 557-0559 EIN:20-3114364 Plan Admin:Kathy Lindeke| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCLEARVIEW WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$432,980 / $491,102 | 2023 | CLEARVIEW WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 3 / 3 | $432,980 / $491,102 |
| 2022 | Plan NameCLEARVIEW WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$507,489 / $432,980 | 2022 | CLEARVIEW WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 3 / 3 | $507,489 / $432,980 |
| 2021 | Plan NameCLEARVIEW WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$459,501 / $507,489 | 2021 | CLEARVIEW WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 3 / 3 | $459,501 / $507,489 |
| 2020 | Plan NameCLEARVIEW WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$380,386 / $459,501 | 2020 | CLEARVIEW WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 3 / 3 | $380,386 / $459,501 |
| 2019 | Plan NameCLEARVIEW WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$302,043 / $380,386 | 2019 | CLEARVIEW WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 | 4 / 3 | $302,043 / $380,386 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CLEARVIEW WEALTH MANAGEMENT, LLC
19712 Macarthur Blvd Suite 225, Irvine, Ca 92612-2428| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$76,400 Forgiven$77,143 LenderUmpqua Bank Jobs4 | 04/30/2020 | $76,400 | $77,143 | Umpqua Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Clearview Wealth Management, LLC
Registered in Connecticut
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Guilford, CT Madison, CT (1 more) | View Report | |
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Clearview Wealth Management, LLC
Registered in California
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Irvine, CA | View Report | |
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Clearview Wealth Management, LLC
Registered in Washington
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Sammamish, WA Seattle, WA | View Report | |
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Clearview Wealth Management, LLC
Registered in Alabama
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View Report | ||
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Clearview Wealth Management, LLC
Registered in Oregon
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Issaquah, WA Salem, OR | View Report | |
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Clearview Wealth Management, LLC
Registered in Idaho
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Issaquah, WA | View Report |
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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