Lucent Wealth Planning, LLC

Santa Barbara, CA

California

Registered In

05/10/2018

Incorp. Date

Company Summary

Lucent Wealth Planning, LLC at 2920 De La Vina St, Santa Barbara, Ca 93105 lists Jean-Luc Bourdon of Santa Barbara, CA as the associate.

Overview

Registered In

California

Incorporation Date

05/10/2018

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Jean-Luc Bourdon Individual Agent	2920 DE LA VINA ST, SANTA BARBARA, CA 93105
Jean-Luc Bourdon Manager	2920 DE LA VINA ST, SANTA BARBARA, CA 93105

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

Map & Locations

2920 DE LA VINA ST, SANTA BARBARA, CA 93105 View Map
PO BOX 812, SUMMERLAND, CA 93067 (Mailing) View Map

Financials

Financial Information for Lucent Wealth Planning, LLC

Form 5500

LUCENT WEALTH PLANNING, LLC

PO Box 812, Summerland, Ca 93067 (805) 963-7070 EIN:83-0623795 Plan Admin:Tpc Qualified Plans Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2019	Plan NameTPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN Plan #020 Participants BOY/EOY1 / 1 Assets BOY/EOY$179,315 / $275,329	2019	TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN - Plan #020	1 / 1	$179,315 / $275,329

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