Nwm Advisors, LLC at 735 Tank Farm Rd STE 250, San Luis Obispo, Ca 93401 lists Kevin M Nichols of San Luis Obispo, CA as the associate.
Kevin M Nichols
Individual Agent
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735 TANK FARM RD STE 250, SAN LUIS OBISPO, CA 93401
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Kevin M Nichols
CEO
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735 TANK FARM RD STE 250, SAN LUIS OBISPO, CA 93401
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Kevin M Nichols
Manager
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735 TANK FARM RD STE 250, SAN LUIS OBISPO, CA 93401
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735 TANK FARM RD STE 250, SAN LUIS OBISPO, CA 93401
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2023 | Plan NameNWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,883,499 / $2,568,427 | 2023 | NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,883,499 / $2,568,427 |
2022 | Plan NameNWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$3,098,059 / $1,883,499 | 2022 | NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 6 | $3,098,059 / $1,883,499 |
2021 | Plan NameNWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,450,836 / $3,098,059 | 2021 | NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $2,450,836 / $3,098,059 |
2020 | Plan NameNWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,909,549 / $2,450,836 | 2020 | NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,909,549 / $2,450,836 |
2019 | Plan NameNWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,716,616 / $1,909,549 | 2019 | NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,716,616 / $1,909,549 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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04/12/2020 | Approved$85,500 Forgiven$85,980 LenderHTLF Bank Jobs6 | 04/12/2020 | $85,500 | $85,980 | HTLF Bank | 6 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration