Sierra Pacific Financial Advisors LLC
California
Registered In
04/10/2014
Incorp. Date
Company Summary
Sierra Pacific Financial Advisors LLC at 7077 Koll Center Pkwy STE 120, Pleasanton, Ca 94566 lists Zheng (Janet) Wan of San Ramon, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Zheng (Janet) Wan
Individual Agent
|
1941 HOLLYVIEW DR, SAN RAMON, CA 94582-5108
(View Past Addresses)
|
|
|
Zheng (Janet) Wan
Manager
|
1941 HOLLYVIEW DR, SAN RAMON, CA 94582-5108
(View Past Addresses)
|
|
7077 KOLL CENTER PKWY STE 120, PLEASANTON, CA 94566
View Map
|
Financial Information for Sierra Pacific Financial Advisors LLC
Form 5500
SIERRA PACIFIC FINANCIAL ADVISORS, LLC.
7077 Koll Center Parkway, Suite 120, Pleasanton, Ca 94566 (925) 223-8868 EIN:46-5600484 Plan Admin:Janet Wan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$266,088 / $392,984 | 2023 | SIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN - Plan #001 | 4 / 3 | $266,088 / $392,984 |
| 2022 | Plan NameSIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$186,914 / $266,088 | 2022 | SIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN - Plan #001 | 3 / 4 | $186,914 / $266,088 |
| 2021 | Plan NameSIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 3 Assets BOY/EOY$117,015 / $186,914 | 2021 | SIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN - Plan #001 | 6 / 3 | $117,015 / $186,914 |
| 2020 | Plan NameSIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$47,346 / $117,015 | 2020 | SIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN - Plan #001 | 3 / 6 | $47,346 / $117,015 |
| 2019 | Plan NameSIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $47,346 | 2019 | SIERRA PACIFIC FINANCIAL ADVISORS, LLC. 401(K) PLAN - Plan #001 | 3 / 3 | $0 / $47,346 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SIERRA PACIFIC FINANCIAL ADVISORS, LLC
7077 Koll Center Pkwy Ste 120, Pleasanton, CA 94566-3152 Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/02/2021 | Approved$38,562 Forgiven$38,753 LenderBank of America, National Association Jobs3 | 03/02/2021 | $38,562 | $38,753 | Bank of America, National Association | 3 |
| 05/01/2020 | Approved$38,562 Forgiven$38,878 LenderBank of America, National Association Jobs3 | 05/01/2020 | $38,562 | $38,878 | Bank of America, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:7077 Koll Center Pkwy Ste 120 Pleasanton, CA
|
Haitian International Investment & Development Corp.
Registered in California
|
Pleasanton, CA Walbrook Dr Pleasanton, CA | View Report |
Address Match:7077 Koll Center Pkwy Pleasanton, CA
|
Boyd Bookkeeping, Inc.
Registered in California
|
Pleasanton, CA Tracy, CA | View Report | |
|
Penney Enterprise Inc.
Registered in California
|
Pleasanton, CA | View Report | |
|
Pleasanton Avenue Apartment Owners Association
Registered in California
|
Pleasanton, CA | View Report | |
|
Sallmann, Yang & Alameda, an Accountancy Corporation
Registered in California
|
Pleasanton, CA | View Report | |
|
Motiva, Inc.
Registered in Georgia
|
Pleasanton, CA | View Report | |
|
Sallmann, Yang & Alameda, an Accountancy Corporation
Registered in Texas
|
Northlake, TX Pleasanton, CA | View Report | |
|
Again Technologies, Inc.
Registered in Massachusetts
|
Pleasanton, CA | View Report | |
|
Leisure Sports, Inc.
Registered in Oregon
|
Pleasanton, CA | View Report | |
|
Avitom, Inc.
Registered in California
|
New York, NY Pleasanton, CA (1 more) | View Report | |
|
Oryan, Inc.
Registered in California
|
Pleasanton, CA | View Report | |
|
R. Ring Enterprises, Inc.
Registered in California
|
Pleasanton, CA | View Report | |
|
Amerikel Air, LLC
Registered in California
|
Pleasanton, CA | View Report | |
|
Garin Vista Holdings LLC
Registered in California
|
Pleasanton, CA | View Report | |
|
Ironside Technologies Inc.
Registered in California
|
Danville, CA Pleasanton, CA (1 more) | View Report | |
|
Jpmorgan Xign Corporation
Registered in California
|
Chicago, IL Pleasanton, CA | View Report | |
|
Lsi - Nevada LLC
Registered in California
|
Pleasanton, CA | View Report | |
|
Lsi Management LLC
Registered in California
|
Pleasanton, CA | View Report | |
|
West Las Positas Associates LLC
Registered in California
|
Pleasanton, CA | View Report | |
|
Motiva, Inc.
Registered in Texas
|
Danville, CA Pleasanton, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States