Teakwood Associates, LLC

Leland B Evans Individual Agent	8 HARRIS CT STE A-1, MONTEREY, CA 93940
Robert Whitehead Manager	7535 FERN CT, Carmel-by-the-Sea, CA 93923

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8 HARRIS CT STE A-1, MONTEREY, CA 93940 View Map

Form 5500

2311 4th St. #219, Santa Monica, Ca 90405 (831) 236-4473 EIN:46-0741337 Plan Admin:Katie Schultheis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTEAKWOOD ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$448 / $2,180	2023	TEAKWOOD ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$448 / $2,180
2022	Plan NameTEAKWOOD ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$0 / $448	2022	TEAKWOOD ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 3	$0 / $448

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Teakwood Investment Associates LLC Registered in California	Los Gatos, CA		View Report
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Address Match:8 Harris Ct Ste A-1 Monterey, CA

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Person/City Match:Leland B Evans - Monterey, CA

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Person/City Match:Robert Whitehead - Carmel-By-The-Sea, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

Company Summary