Mwj Wealth Strategies, LLC

California
Registered In
05/18/2009
Incorp. Date

Company Summary

Mwj Wealth Strategies, LLC at 7777 Center Ave STE 120, Huntington Beach, Ca 92647 lists Michael W Jowdy of Huntington Beach, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Michael W Jowdy Individual Agent
7777 CENTER AVE STE 120, HUNTINGTON BEACH, CA 92647
Michael W Jowdy Manager
7777 CENTER AVE STE 120, HUNTINGTON BEACH, CA 92647
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7777 CENTER AVE STE 120, HUNTINGTON BEACH, CA 92647 View Map

Financial Information for Mwj Wealth Strategies, LLC

Form 5500

MWJ WEALTH STRATEGIES, LLC

7777 Center Ave STE 120, Huntington Beach, Ca 92647 (562) 340-1257 EIN:27-0298242 Plan Admin:Mwj Wealth Strategies, Llc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMWJ WEALTH STRATEGIES, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$100,705 / $86,916 2022 MWJ WEALTH STRATEGIES, LLC 401(K) P/S PLAN - Plan #001 4 / 5 $100,705 / $86,916
2021 Plan NameMWJ WEALTH STRATEGIES, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$73,770 / $100,705 2021 MWJ WEALTH STRATEGIES, LLC 401(K) P/S PLAN - Plan #001 4 / 4 $73,770 / $100,705
2020 Plan NameMWJ WEALTH STRATEGIES, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$47,424 / $73,770 2020 MWJ WEALTH STRATEGIES, LLC 401(K) P/S PLAN - Plan #001 3 / 4 $47,424 / $73,770
2019 Plan NameMWJ WEALTH STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$28,945 / $47,424 2019 MWJ WEALTH STRATEGIES, LLC 401(K) PLAN - Plan #001 3 / 3 $28,945 / $47,424
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MWJ WEALTH STRATEGIES, LLC

7777 Center Ave STE 120, Huntington Beach, Ca 92647
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$23,265 Forgiven$23,485 LenderJPMorgan Chase Bank, National Association Jobs3 04/15/2020 $23,265 $23,485 JPMorgan Chase Bank, National Association 3
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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