Cedar Wealth Management, LLC

Walnut Creek, CA

California

Registered In

01/14/2014

Incorp. Date

Company Summary

Cedar Wealth Management, LLC at 1990 N California Blvd FL 8th, Walnut Creek, Ca 94596 lists Neil Jubaili of Walnut Creek, CA as the associate.

Overview

Registered In

California

Incorporation Date

01/14/2014

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Neil Jubaili Individual Agent	1990 N CALIFORNIA BLVD FL 8TH, WALNUT CREEK, CA 94596 (View Past Addresses)
Neil Jubaili Manager	1990 N CALIFORNIA BLVD FL 8TH, WALNUT CREEK, CA 94596 (View Past Addresses)

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

1990 N CALIFORNIA BLVD FL 8TH, WALNUT CREEK, CA 94596 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 Cedar Wealth Management, LLC

Form 5500

CEDAR WEALTH MANAGEMENT LLC

1990 N. California Blvd. 8th Fl., Walnut Creek, Ca 94596 (415) 230-2757 EIN:46-4545750 Plan Admin:Neil Jubaili

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$833,472 / $1,018,257	2022	CEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN PLAN - Plan #002	4 / 4	$833,472 / $1,018,257
2022	Plan NameCEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$421,919 / $421,224	2022	CEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$421,919 / $421,224
2021	Plan NameCEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$506,817 / $833,472	2021	CEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN - Plan #002	4 / 4	$506,817 / $833,472
2021	Plan NameCEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$287,164 / $421,919	2021	CEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	5 / 3	$287,164 / $421,919
2020	Plan NameCEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 4 Assets BOY/EOY$228,000 / $506,817	2020	CEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN - Plan #002	2 / 4	$228,000 / $506,817
2020	Plan NameCEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$179,307 / $287,164	2020	CEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	4 / 5	$179,307 / $287,164
2019	Plan NameCEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $228,000	2019	CEDAR WEALTH MANAGEMENT LLC CASH BALANCE PLAN - Plan #002	2 / 2	$0 / $228,000
2019	Plan NameCEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$85,973 / $179,307	2019	CEDAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$85,973 / $179,307

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

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