Meritas Wealth Management LLC
California
Registered In
02/18/2009
Incorp. Date
Foreign
Registration Type
Nevada
Foreign Jurisdiction
Company Summary
Meritas Wealth Management LLC at 100 Larkspur Landing Cir STE 110, Larkspur, Ca 94939 lists Tiffani R Clarke of Larkspur, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Nevada
- Company Type
- Limited Liability Company - Out of State
- Status
- Converted Out
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Gregg E Clarke
Individual Agent
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100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
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Tiffani R Clarke
Manager
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100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
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100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
View Map
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711 S CARSON ST # 4, CARSON CITY, NV 89701
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Financial Information for Meritas Wealth Management LLC
Form 5500
MERITAS WEALTH MANAGEMENT LLC
100 Larkspur Landing Circle, Suite 110, Larkspur, Ca 94939 (415) 300-4560 EIN:32-0269007 Plan Admin:Tiffani Clarke| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,552,718 / $2,180,516 | 2022 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 14 / 14 | $2,552,718 / $2,180,516 |
| 2021 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$1,954,108 / $2,552,718 | 2021 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 14 | $1,954,108 / $2,552,718 |
| 2020 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,559,754 / $1,954,108 | 2020 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,559,754 / $1,954,108 |
| 2019 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,110,721 / $1,559,754 | 2019 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 11 | $1,110,721 / $1,559,754 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MERITAS WEALTH MANAGEMENT, LLC
100larkspur Landing Cir, Larkspur, Ca 94939-1703| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$196,200 Forgiven$198,253 LenderRedwood CU Jobs10 | 04/06/2020 | $196,200 | $198,253 | Redwood CU | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:100 Larkspur Landing Cir Ste 110 Larkspur, CA
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Registered in Nevada
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Carson City, NV | View Report |
Address Match:100 Larkspur Landing Cir Larkspur, CA
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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