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
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Gregg E Clarke Individual Agent
100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
Tiffani R Clarke Manager
100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
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100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939 View Map
711 S CARSON ST # 4, CARSON CITY, NV 89701 View Map

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.
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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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