Cypress Wealth Services, LLC
California
Registered In
06/19/2017
Incorp. Date
Company Summary
Cypress Wealth Services, LLC in Palm Desert, CA lists Cypress Group Wealth Advisors, Inc. of Carlsbad, CA and Risenmay, Inc. of Indio, CA
- 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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Chris Risenmay
Individual Agent
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74150 COUNTRY CLUB DR, PALM DESERT, CA 92260
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Cypress Group Wealth Advisors, Inc.
Manager
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7341 CALLE CONIFERA, CARLSBAD, CA 92009
(View Past Addresses)
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Risenmay, Inc.
Manager
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37290 BOSLEY ST, INDIO, CA 92203
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Second Growth Financial, Inc.
Manager
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43228 MOORE CIR, BERMUDA DUNES, CA 92203
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74150 COUNTRY CLUB DR, PALM DESERT, CA 92260
View Map
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Financial Information for Cypress Wealth Services, LLC
Form 5500
CYPRESS WEALTH SERVICES LLC
74150 Country Club Dr, Palm Desert, Ca 92260 (760) 834-7219 EIN:82-2079022 Plan Admin:Edward Rojas| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$0 / $0 | 2023 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 9 / 8 | $0 / $0 |
| 2022 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$218,572 / $218,456 | 2022 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 9 / 9 | $218,572 / $218,456 |
| 2021 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$149,362 / $218,572 | 2021 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 9 | $149,362 / $218,572 |
| 2020 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$94,364 / $149,362 | 2020 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 7 | $94,364 / $149,362 |
| 2019 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$36,536 / $94,364 | 2019 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 7 | $36,536 / $94,364 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CYPRESS WEALTH SERVICES, LLC
74150 Country Club Dr, PALM DESERT, CA 92260-1655| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$81,635 Forgiven$82,340 LenderLoan Source Incorporated Jobs17 | 04/13/2020 | $81,635 | $82,340 | Loan Source Incorporated | 17 |
PPP Loans based on Paycheck Protection Program.
Address Match:74150 Country Club Dr Palm Desert, CA
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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Registered in California
|
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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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