Silver Oak Wealth Advisors Services, LLC
California
Registered In
06/26/2017
Incorp. Date
Company Summary
Silver Oak Wealth Advisors Services, LLC at 10940 Wilshire Blvd STE 975, Los Angeles, Ca 90024 lists Shufan Cao of Los Angeles, CA as the associate.
- 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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Shufan Cao
Individual Agent
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10940 WILSHIRE BLVD STE 975, LOS ANGELES, CA 90024
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Shufan Cao
Manager
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10940 WILSHIRE BLVD STE 975, LOS ANGELES, CA 90024
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10940 WILSHIRE BLVD STE 975, LOS ANGELES, CA 90024
(Mailing)
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Financial Information for Silver Oak Wealth Advisors Services, LLC
Form 5500
SILVER OAK WEALTH ADVISORS SERVICES, LLC
10940 Wilshire Blvd. Suite 975, Los Angeles, Ca 90024 (310) 207-4800 EIN:82-2600413 Plan Admin:Linda Cao| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,079,305 / $1,005,237 | 2022 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,079,305 / $1,005,237 |
| 2021 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$803,504 / $1,079,305 | 2021 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $803,504 / $1,079,305 |
| 2020 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$744,660 / $803,504 | 2020 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 4 | $744,660 / $803,504 |
| 2019 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$977,372 / $744,660 | 2019 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $977,372 / $744,660 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SILVER OAK WEALTH ADVISORS SERVICES LLC
10866 Wilshire Blvd., Suite 1270, Los Angeles, CA 90024 Industry:All Other Professional, Scientific, and Technical Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$90,700 Forgiven$91,880 LenderLive Oak Banking Company Jobs4 | 04/06/2020 | $90,700 | $91,880 | Live Oak Banking Company | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:10940 Wilshire Blvd Ste 975 Los Angeles, 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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