Nwm Advisors, LLC

California
Registered In
04/19/2016
Incorp. Date

Company Summary

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.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Kevin M Nichols Individual Agent
735 TANK FARM RD STE 250, SAN LUIS OBISPO, CA 93401
Kevin M Nichols CEO
735 TANK FARM RD STE 250, SAN LUIS OBISPO, CA 93401
Kevin M Nichols Manager
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 View Map

Financial Information for Nwm Advisors, LLC

Form 5500

NWM ADVISORS, LLC

735 Tank Farm Road, Suite 250, San Luis Obispo, Ca 93401 (805) 781-2773 EIN:81-2444150 Plan Admin:Kevin Nichols
Year Plan Name Participants BOY/EOY Assets BOY/EOY
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NWM ADVISORS, LLC

735 Tank Farm Rd Suite 250, San Luis Obispo, Ca 93401-7008
Loan Date Approved Forgiven Lender Jobs
04/12/2020 Approved$85,500 Forgiven$85,980 LenderHTLF Bank Jobs6 04/12/2020 $85,500 $85,980 HTLF Bank 6
PPP Loans based on Paycheck Protection Program.
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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
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