Sequoia Wealth Management Group LLC

Petaluma, CA

California

Registered In

03/16/2010

Incorp. Date

Company Summary

Sequoia Wealth Management Group LLC at 625 Second ST # 101, Petaluma, Ca 94952 lists Matthew J Schafer of Petaluma, CA as the associate.

Registered In

California

Incorporation Date

03/16/2010

Company Type

Limited Liability Company - Ca

Status

Converted Out

Registration Type

Domestic

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Matthew J Schafer Individual Agent	625 SECOND ST # 101, PETALUMA, CA 94952
Matthew J Schafer CEO	625 SECOND ST # 101, PETALUMA, CA 94952
Matthew J Schafer Manager	1225 WREN LN, PETALUMA, CA 94954

Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

625 SECOND ST # 101, PETALUMA, CA 94952 View Map
1225 WREN LN, PETALUMA, CA 94954 (Mailing) View Map

Form 5500

625 Second Street Suite 101, Petaluma, Ca 94952 (707) 763-8600 EIN:27-2200726 Plan Admin:Matthew Schafer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,142,784 / $1,785,434	2022	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$2,142,784 / $1,785,434
2021	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,730,485 / $2,142,784	2021	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,730,485 / $2,142,784
2020	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,342,463 / $1,730,485	2020	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,342,463 / $1,730,485
2019	Plan NameSWMG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$994,877 / $1,342,463	2019	SWMG 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$994,877 / $1,342,463

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Sequoia Wealth Management Group LLC Registered in Nevada	Minden, NV Gardnerville, NV		View Report

Address Match:625 Second St Petaluma, CA

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• California Secretary of State • U.S. Department of Labor