Dachtler Wealth Management, LLC
California
Registered In
12/30/2005
Incorp. Date
Company Summary
Dachtler Wealth Management, LLC at 2130 E Bidwell ST STE 100, Folsom, Ca 95630 lists Dennis Dachtler of Folsom, 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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Dennis Dachtler
Individual Agent
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2130 E BIDWELL ST, FOLSOM, CA 95630
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Dennis Dachtler
Manager
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2130 E BIDWELL ST, FOLSOM, CA 95630
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2130 E BIDWELL ST STE 100, FOLSOM, CA 95630
View Map
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Financial Information for Dachtler Wealth Management, LLC
Form 5500
DACHTLER WEALTH MANAGEMENT LLC
2130 East Bidwell Street Suite 100, Folsom, Ca 95630 (916) 933-3076 EIN:20-4302269| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDACHTLER WEALTH MANAGEMENT 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$799,375 / $1,043,914 | 2023 | DACHTLER WEALTH MANAGEMENT 401K PLAN - Plan #001 | 5 / 5 | $799,375 / $1,043,914 |
| 2023 | Plan NameDACHTLER WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 | 2023 | DACHTLER WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN - Plan #002 | 4 / 4 | $0 / $0 |
| 2022 | Plan NameDACHTLER WEALTH MANAGEMENT 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$824,787 / $799,375 | 2022 | DACHTLER WEALTH MANAGEMENT 401K PLAN - Plan #001 | 5 / 5 | $824,787 / $799,375 |
| 2022 | Plan NameDACHTLER WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 | 2022 | DACHTLER WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN - Plan #002 | 4 / 4 | $0 / $0 |
| 2021 | Plan NameDACHTLER WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$953,206 / $1,158,422 | 2021 | DACHTLER WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN - Plan #002 | 4 / 4 | $953,206 / $1,158,422 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DACHTLER WEALTH MANAGEMENT LLC
2130 E Bidwell St Ste 100, Folsom, CA 95630-6460| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/17/2021 | Approved$96,300 Forgiven$96,854 LenderFirst-Citizens Bank & Trust Company Jobs4 | 02/17/2021 | $96,300 | $96,854 | First-Citizens Bank & Trust Company | 4 |
| 04/14/2020 | Approved$101,500 Forgiven$102,143 LenderFirst-Citizens Bank & Trust Company Jobs5 | 04/14/2020 | $101,500 | $102,143 | First-Citizens Bank & Trust Company | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:2130 E Bidwell St Folsom, 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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