Journey Wealth Management LLC

California
Registered In
02/03/2010
Incorp. Date

Company Summary

Journey Wealth Management LLC at 2230 Rockingham Pl, Manteca, Ca 95336 lists Roy Gagaza of Manteca, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Roy Gagaza Individual Agent
2230 ROCKINGHAM PL, MANTECA, CA 95336
Roy Gagaza CEO
2230 ROCKINGHAM PL, MANTECA, CA 95336
Roy Gagaza Manager
2230 ROCKINGHAM PL, MANTECA, CA 95336
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2230 ROCKINGHAM PL, MANTECA, CA 95336 View Map
2230 ROCKINGHAM PLACE MANTECA CA 95336, MANTECA, CA 95336 View Map
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Financial Information for Journey Wealth Management LLC

Form 5500

JOURNEY WEALTH MANAGEMENT LLC

903 W. Center Street Suite 7, Manteca, Ca 95337 (209) 825-8888 EIN:27-1787646 Plan Admin:Roy Gagaza
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameJOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$310,820 / $380,993 2022 JOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 9 / 8 $310,820 / $380,993
2021 Plan NameJOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$222,752 / $310,820 2021 JOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 9 / 8 $222,752 / $310,820
2019 Plan NameJOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$64,817 / $128,120 2019 JOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 5 / 5 $64,817 / $128,120
Benefit & Retirement Plans based on Form 5500.
PPP Loans

JOURNEY WEALTH MANAGEMENT LLC

903 W Center ST STE 7, Manteca, Ca 95337-7315
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$109,216 Forgiven$109,976 LenderBank of America, National Association Jobs9 05/01/2020 $109,216 $109,976 Bank of America, National Association 9
PPP Loans based on Paycheck Protection Program.
Address Match:2230 Rockingham Pl Manteca, CA
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Person/City Match:Roy Gagaza - Manteca, CA
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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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