Sullivan Wealth Management Advisors, LLC
California
Registered In
01/12/2016
Incorp. Date
Company Summary
Sullivan Wealth Management Advisors, LLC at 3721 Douglas Blvd STE 205, Roseville, Ca 95661 lists Edward J Bunting and Bradley S Sullivan of Roseville, CA.
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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Eric O Jeppson
Individual Agent
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2999 DOUGLAS BLVD STE 180, ROSEVILLE, CA 95661
(View Past Addresses)
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Edward J Bunting
Manager
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3721 DOUGLAS BLVD STE 205, ROSEVILLE, CA 95661
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Bradley S Sullivan
Manager
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3721 DOUGLAS BLVD STE 205, ROSEVILLE, CA 95661
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Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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3721 DOUGLAS BLVD STE 205, ROSEVILLE, CA 95661
View Map
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Financials
Financial Information for Sullivan Wealth Management Advisors, LLC
Form 5500
SULLIVAN WEALTH MANAGEMENT ADVISORS, LLC
3721 Douglas Boulevard, Suite 205, Roseville, Ca 95661 (916) 526-0740 EIN:81-1374346 Plan Admin:Bradley Sullivan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$866,393 / $719,451 | 2022 | SULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $866,393 / $719,451 |
| 2021 | Plan NameSULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$679,241 / $866,393 | 2021 | SULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $679,241 / $866,393 |
| 2020 | Plan NameSULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$551,053 / $679,241 | 2020 | SULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $551,053 / $679,241 |
| 2019 | Plan NameSULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$392,212 / $551,053 | 2019 | SULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $392,212 / $551,053 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SULLIVAN WEALTH MANAGEMENT ADVISORS, LLC
3721 Douglas Boulevard, Suite 205, Roseville, CA 95661 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$13,200 Forgiven$13,272 LenderLive Oak Banking Company Jobs1 | 04/09/2020 | $13,200 | $13,272 | Live Oak Banking Company | 1 |
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
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