Diversified Financial Consultants, LLC

Sacramento, CA

California

Registered In

06/26/2017

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Diversified Financial Consultants, LLC at 1325 J ST STE 1550, Sacramento, Ca 95814 lists David P Levy of Wilmington, DE as the associate.

Overview

Registered In

California

Incorporation Date

06/26/2017

Company Type

Limited Liability Company - Out of State

Status

Forfeited - Sos

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Cogency Global Inc. Registered 1505 Agent	122 E 42ND ST FL 18TH, NEW YORK, NY 10168 (View Past Addresses)
David P Levy Manager	2200 CONCORD PARK STE 104, WILMINGTON, DE 19803

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

1325 J ST STE 1550, SACRAMENTO, CA 95814 View Map
2200 CONCORD PARK STE 104, WILMINGTON, DE 19803 (Mailing) View Map

Financials

Financial Information for Diversified Financial Consultants, LLC

Form 5500

DIVERSIFIED FINANCIAL CONSULTANTS LLC

3705 Concord Pike, Wilmington, De 19803 EIN:20-5721345 Plan Admin:Andrew Rosen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY33 / 41 Assets BOY/EOY$3,586,891 / $4,986,538	2023	DIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN - Plan #001	33 / 41	$3,586,891 / $4,986,538
2022	Plan NameDIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY24 / 33 Assets BOY/EOY$3,562,182 / $3,586,891	2022	DIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN - Plan #001	24 / 33	$3,562,182 / $3,586,891
2021	Plan NameDIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$2,660,703 / $3,562,182	2021	DIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN - Plan #001	19 / 22	$2,660,703 / $3,562,182
2020	Plan NameDIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$2,161,446 / $2,660,703	2020	DIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN - Plan #001	14 / 13	$2,161,446 / $2,660,703
2019	Plan NameDIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,488,943 / $2,161,446	2019	DIVERSIFIED FINANCIAL CONSULTANTS LLC 401(K) PLAN - Plan #001	12 / 12	$1,488,943 / $2,161,446

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor