Central Coast Wealth Management LLC
California
Registered In
01/08/2008
Incorp. Date
Company Summary
Central Coast Wealth Management LLC at 1104 Palm St, San Luis Obispo, Ca 93401 lists Kurt Jackson of San Luis Obispo, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Kurt Jackson
Individual Agent
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1104 PALM ST, SAN LUIS OBISPO, CA 93401
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Kurt Jackson
CEO
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1104 PALM ST, SAN LUIS OBISPO, CA 93401
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Kurt Jackson
Manager
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1104 PALM ST, SAN LUIS OBISPO, CA 93401
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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1104 PALM ST, SAN LUIS OBISPO, CA 93401
View Map
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Financials
Financial Information for Central Coast Wealth Management LLC
Form 5500
CENTRAL COAST WEALTH MANAGEMENT LLC
1104 Palm Street, San Luis Obispo, Ca 93401 (805) 439-0371 EIN:22-3973915 Plan Admin:Kurt C. Jackson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,474,082 / $1,567,664 | 2022 | CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN - Plan #002 | 5 / 5 | $1,474,082 / $1,567,664 |
| 2022 | Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$177,411 / $138,033 | 2022 | CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 5 | $177,411 / $138,033 |
| 2022 | Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$40,609 / $62,606 | 2022 | CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 - Plan #003 | 4 / 4 | $40,609 / $62,606 |
| 2021 | Plan NameCENTRAL COAST WEALTH MANAGEMENT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$880,144 / $1,474,082 | 2021 | CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN - Plan #002 | 5 / 5 | $880,144 / $1,474,082 |
| 2021 | Plan NameCENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$205,700 / $177,411 | 2021 | CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $205,700 / $177,411 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Person/City Match:Kurt Jackson - San Luis Obispo, CA
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Mission School Memorial Foundation
Registered in California
|
San Luis Obispo, CA | View Report |
Street Match:Palm St San Luis Obispo, CA
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Anderson Empresa Annex, LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
|
City Capital Management LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
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Gbpb Santa Maria Properties, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Johnathan William Hosford, Cfls Apc
Registered in California
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San Luis Obispo, CA | View Report | |
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Lindsey B. Faucette, D.O., P.C.
Registered in California
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San Luis Obispo, CA | View Report | |
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Martin & Hulburd, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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San Luis Ice House, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Whiz Dog Aviation Services LLC
Registered in California
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San Luis Obisop, CA San Luis Obispo, CA | View Report | |
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Aero Gare
Registered in California
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San Luis Obispo, CA | View Report | |
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San Luis Design Group, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
|
Logos Ink LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Cloud Genki, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Fine Family Entertainment, Inc.
Registered in California
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Arroyo Grande, CA San Luis Obispo, CA | View Report | |
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Fremont Heights Professional Center, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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J.P. Gall Insurance Services, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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Mcmillan Park, Ltd., a California Limited Partnership
Registered in California
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San Luis Obispo, CA | View Report | |
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New Millennium Project #19, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Sample Financial Insurance Marketing Corporation
Registered in California
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San Luis Obispo, CA | View Report | |
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Santa Barbara Highlands Vineyard, Inc.
Registered in California
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Houston, TX San Luis Obispo, CA | View Report | |
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Winter White Roses Development Group, LLC
Registered in California
|
San Luis Obispo, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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