Breen Wealth Management, LLC
California
Registered In
10/29/2013
Incorp. Date
Company Summary
Breen Wealth Management, LLC at 200 Kentucky ST 2nd FL STE C, Petaluma, Ca 94952 lists Brian Breen of Petaluma, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Brian Breen
Individual Agent
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200 KENTUCKY ST 2ND FL STE C, PETALUMA, CA 94952
(View Past Addresses)
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Brian Breen
Manager
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200 KENTUCKY ST 2ND FL STE C, PETALUMA, CA 94952
(View Past Addresses)
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Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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200 KENTUCKY ST 2ND FL STE C, PETALUMA, CA 94952
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Breen Wealth Management, LLC
Form 5500
BREEN WEALTH MANAGEMENT, LLC
200 Kentucky Street Suite C, Petaluma, Ca 94952 (707) 595-6555 EIN:46-3985168 Plan Admin:Brian Breen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$877,705 / $855,667 | 2022 | BWM CASH BALANCE PLAN - Plan #002 | 3 / 3 | $877,705 / $855,667 |
| 2022 | Plan NameBWM RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$692,383 / $693,527 | 2022 | BWM RETIREMENT PLAN - Plan #001 | 4 / 4 | $692,383 / $693,527 |
| 2021 | Plan NameBWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$666,388 / $877,705 | 2021 | BWM CASH BALANCE PLAN - Plan #002 | 3 / 3 | $666,388 / $877,705 |
| 2021 | Plan NameBWM RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$512,044 / $692,383 | 2021 | BWM RETIREMENT PLAN - Plan #001 | 4 / 4 | $512,044 / $692,383 |
| 2020 | Plan NameBWM CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$494,333 / $666,388 | 2020 | BWM CASH BALANCE PLAN - Plan #002 | 3 / 3 | $494,333 / $666,388 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BREEN WEALTH MANAGEMENT LLC
200 Kentucky ST STE C, Petaluma, Ca 94952-3825| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$62,500 Forgiven$62,973 LenderExchange Bank Jobs3 | 04/27/2020 | $62,500 | $62,973 | Exchange Bank | 3 |
PPP Loans based on Paycheck Protection Program.
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Ziegler Anchorage Holding, LLC
Registered in Alaska
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Ecodaptive, Inc.
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Intelisys Communications, Inc.
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Mcclymont Construction Services
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Valdell Development LLC
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Money County Entertainment LLC
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Sources
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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