Premier Wealth Advisors, LLC
California
Registered In
05/13/2016
Incorp. Date
Company Summary
Premier Wealth Advisors, LLC at 12531 High Bluff Dr STE 110, San Diego, Ca 92130 lists Joshua C Koehnen and Ari B Crandall of San Diego, CA as associates.
- 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
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Joseph Leblanc
Individual Agent
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Joshua C Koehnen
CEO
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Ari B Crandall
Manager
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Joshua C Koehnen
Manager
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Joseph Leblanc
Manager
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Financial Information for Premier Wealth Advisors, LLC
Form 5500
PREMIER WEALTH ADVISORS, LLC
401k Profit Sharing Plan Trust, San Diego, Ca 92130 EIN:81-2744669 Plan Admin:Joshua Koehnen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 15 Assets BOY/EOY$3,936,025 / $3,779,937 | 2022 | PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 15 | $3,936,025 / $3,779,937 |
| 2022 | Plan NamePREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY11 / 14 Assets BOY/EOY$100,354 / $199,126 | 2022 | PREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST - Plan #002 | 11 / 14 | $100,354 / $199,126 |
| 2021 | Plan NamePREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$3,003,827 / $3,936,025 | 2021 | PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 11 | $3,003,827 / $3,936,025 |
| 2021 | Plan NamePREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY0 / 11 Assets BOY/EOY$0 / $100,354 | 2021 | PREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST - Plan #002 | 0 / 11 | $0 / $100,354 |
| 2020 | Plan NamePREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,676,276 / $3,003,827 | 2020 | PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 12 | $2,676,276 / $3,003,827 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PREMIER WEALTH ADVISORS, INC.
6200 Canoga Ave Ste 202, Woodland Hls, CA 91367-7794 Industry:Other Financial Vehicles| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/26/2021 | Approved$10,304 Forgiven$10,452 LenderU.S. Bank, National Association Jobs3 | 01/26/2021 | $10,304 | $10,452 | U.S. Bank, National Association | 3 |
| 05/16/2020 | Approved$10,416 Forgiven$10,556 LenderU.S. Bank, National Association Jobs2 | 05/16/2020 | $10,416 | $10,556 | U.S. Bank, National Association | 2 |
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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