Kcs Wealth Advisory, LLC

Los Angeles, CA

California

Registered In

11/06/2013

Incorp. Date

Company Summary

Kcs Wealth Advisory, LLC at 10960 Wilshire Blvd STE 405, Los Angeles, Ca 90024 lists Laura A Gilman and Kenneth Brian Waltzer of Los Angeles, CA.

Overview

Registered In

California

Incorporation Date

11/06/2013

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Kenneth Waltzer Individual Agent	10960 WILSHIRE BLVD STE 405, LOS ANGELES, CA 90024 (View Past Addresses)
Laura A Gilman Manager	10960 WILSHIRE BLVD STE 405, LOS ANGELES, CA 90024 (View Past Addresses)
Kenneth Brian Waltzer Manager	10960 WILSHIRE BLVD STE 405, LOS ANGELES, CA 90024 (View Past Addresses)

Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history

Map & Locations

10960 WILSHIRE BLVD STE 405, LOS ANGELES, CA 90024 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Kcs Wealth Advisory, LLC

Form 5500

KCS WEALTH ADVISORY, LLC

10960 Wilshire Blvd., Suite 405, Los Angeles, Ca 90024 (310) 734-4740 EIN:46-4375778 Plan Admin:Kenneth Waltzer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKCS WEALTH ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$3,877,068 / $3,602,043	2022	KCS WEALTH ADVISORY, LLC 401(K) PLAN - Plan #001	8 / 9	$3,877,068 / $3,602,043
2022	Plan NameKCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,700,012 / $3,140,400	2022	KCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$2,700,012 / $3,140,400
2021	Plan NameKCS WEALTH ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,996,568 / $3,877,068	2021	KCS WEALTH ADVISORY, LLC 401(K) PLAN - Plan #001	8 / 8	$2,996,568 / $3,877,068
2021	Plan NameKCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,825,980 / $2,700,012	2021	KCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$1,825,980 / $2,700,012
2020	Plan NameKCS WEALTH ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,549,946 / $2,996,568	2020	KCS WEALTH ADVISORY, LLC 401(K) PLAN - Plan #001	9 / 8	$2,549,946 / $2,996,568
2020	Plan NameKCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,196,656 / $1,825,980	2020	KCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$1,196,656 / $1,825,980
2019	Plan NameKCS WEALTH ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,829,044 / $2,549,946	2019	KCS WEALTH ADVISORY, LLC 401(K) PLAN - Plan #001	8 / 9	$1,829,044 / $2,549,946
2019	Plan NameKCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$824,323 / $1,196,656	2019	KCS WEALTH ADVISORY, LLC DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$824,323 / $1,196,656

Benefit & Retirement Plans based on Form 5500.

PPP Loans

KCS WEALTH ADVISORY, LLC

11150 OLYMPIC BLVD Suite 790, LOS ANGELES, CA 90064-1838

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$144,193 Forgiven$145,413 LenderBanc of California, National Association Jobs8	04/28/2020	$144,193	$145,413	Banc of California, National Association	8

PPP Loans based on Paycheck Protection Program.

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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