Nurtured Wealth, LLC

California
Registered In
05/01/2018
Incorp. Date

Company Summary

Nurtured Wealth, LLC at 1255 Treat Blvd STE 300, Walnut Creek, Ca 94597 lists Jessica Mccurdy of Walnut Creek, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Andrew Mccurdy Individual Agent
4 OAK TREAT CT, WALNUT CREEK, CA 94597
Jessica Mccurdy Manager
1255 TREAT BLVD STE 300, WALNUT CREEK, CA 94597
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1255 TREAT BLVD STE 300, WALNUT CREEK, CA 94597 View Map

Financial Information for Nurtured Wealth, LLC

Form 5500

NURTURED WEALTH, LLC

1255 Treat Blvd STE 300, Walnut Creek, Ca 94597 (925) 287-9999 EIN:83-0631445 Plan Admin:Jessica Mccurdy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$745,122 / $867,527 2023 NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 5 / 4 $745,122 / $867,527
2022 Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$731,949 / $745,122 2022 NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 5 / 5 $731,949 / $745,122
2021 Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$540,412 / $731,949 2021 NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 4 / 4 $540,412 / $731,949
2020 Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$365,120 / $540,412 2020 NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 3 / 4 $365,120 / $540,412
2019 Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$284,070 / $365,120 2019 NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 3 / 3 $284,070 / $365,120
Benefit & Retirement Plans based on Form 5500.
Address Match:1255 Treat Blvd Walnut Creek, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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