Concentric Wealth Management, LLC
California
Registered In
03/21/2008
Incorp. Date
Company Summary
Concentric Wealth Management, LLC at 251 Lafayette Cir STE 250, Lafayette, Ca 94549 lists Eric M Flett and Stewart A Mcguire of Lafayette, CA as the associates.
- 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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Eric M Flett
Individual Agent
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130 SANDRINGHAM DR, MORAGA, CA 94556
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Eric M Flett
CEO
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251 LAFAYETTE CIR STE 250, LAFAYETTE, CA 94549
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Stewart A Mcguire
Manager
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251 LAFAYETTE CIR STE 250, LAFAYETTE, CA 94549
(View Past Addresses)
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Eric M Flett
Manager
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251 LAFAYETTE CIR STE 250, LAFAYETTE, CA 94549
(View Past Addresses)
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251 LAFAYETTE CIR STE 250, LAFAYETTE, CA 94549
View Map
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Financial Information for Concentric Wealth Management, LLC
Form 5500
CONCENTRIC WEALTH MANAGEMENT LLC
251 Lafayette Cir STE 200, Lafayette, Ca 94549 (925) 962-1100 EIN:26-2322896 Plan Admin:Stewart A. Mcguire| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,409,882 / $3,205,606 | 2023 | CONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST - Plan #001 | 6 / 6 | $2,409,882 / $3,205,606 |
| 2022 | Plan NameCONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$2,813,968 / $2,409,882 | 2022 | CONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST - Plan #001 | 5 / 6 | $2,813,968 / $2,409,882 |
| 2021 | Plan NameCONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,094,276 / $2,813,968 | 2021 | CONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST - Plan #001 | 5 / 5 | $2,094,276 / $2,813,968 |
| 2020 | Plan NameCONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,761,663 / $2,094,276 | 2020 | CONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST - Plan #001 | 6 / 5 | $1,761,663 / $2,094,276 |
| 2019 | Plan NameCONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,276,185 / $1,761,663 | 2019 | CONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST - Plan #001 | 7 / 6 | $1,276,185 / $1,761,663 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CONCENTRIC WEALTH MANAGEMENT, LLC
251 LAFAYETTE CIR suite 200, LAFAYETTE, CA 94549-4316 Industry:Other Financial Vehicles| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$131,097 Forgiven$132,554 LenderCalifornia Bank of Commerce Jobs5 | 04/07/2020 | $131,097 | $132,554 | California Bank of Commerce | 5 |
PPP Loans based on Paycheck Protection Program.
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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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