Wolfgang Financial Group LLC

California
Registered In
01/20/2015
Incorp. Date

Company Summary

Wolfgang Financial Group LLC at 28765 Single Oak Dr STE 125, Temecula, Ca 92590-3675 lists Zachary Herzog of Temecula, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Zachary Herzog Individual Agent
39977 CALLE BELLAGIO, TEMECULA, CA 92592 (View Past Addresses)
Zachary Herzog CEO
39977 CALLE BELLAGIO, TEMECULA, CA 92592 (View Past Addresses)
Zachary Herzog Manager
39977 CALLE BELLAGIO, TEMECULA, CA 92592 (View Past Addresses)
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28765 SINGLE OAK DR STE 125, TEMECULA, CA 92590-3675 View Map
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Financial Information for Wolfgang Financial Group LLC

Form 5500

WOLFGANG FINANCIAL GROUP LLC

28765 Single Oak Dr Suite 125, Temecula, Ca 92590 (951) 200-5084 EIN:47-2352210 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWOLFGANG FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$4 / $0 2023 WOLFGANG FINANCIAL GROUP 401(K) PLAN - Plan #001 0 / 0 $4 / $0
2022 Plan NameWOLFGANG FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$89,304 / $4 2022 WOLFGANG FINANCIAL GROUP 401(K) PLAN - Plan #001 4 / 0 $89,304 / $4
2021 Plan NameWOLFGANG FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$41,639 / $89,304 2021 WOLFGANG FINANCIAL GROUP 401(K) PLAN - Plan #001 4 / 4 $41,639 / $89,304
2020 Plan NameWOLFGANG FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $41,639 2020 WOLFGANG FINANCIAL GROUP 401(K) PLAN - Plan #001 0 / 4 $0 / $41,639
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WOLFGANG FINANCIAL GROUP LLC

28765 Single Oak Dr Ste 150, Temecula, CA 92590-3675 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
02/07/2021 Approved$36,330 Forgiven$36,518 LenderBank of America, National Association Jobs3 02/07/2021 $36,330 $36,518 Bank of America, National Association 3
05/01/2020 Approved$25,506 Forgiven$25,644 LenderBank of America, National Association Jobs3 05/01/2020 $25,506 $25,644 Bank of America, National Association 3
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Zachary Herzog - Temecula, CA
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Address Match:28765 Single Oak Dr Temecula, CA
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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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