Koa Wealth Management, LLC
California
Registered In
06/22/2018
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Koa Wealth Management, LLC at 2241 Denk Ln, Encinitas, Ca 92024 lists Michael Souza of Encinitas, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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Michael Souza
Individual Agent
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2241 DENK LN, ENCINITAS, CA 92024
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Michael Souza
CEO
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2241 DENK LN, ENCINITAS, CA 92024
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Michael Souza
Manager
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2241 DENK LN, ENCINITAS, CA 92024
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Showing current associates only (3 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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2241 DENK LN, ENCINITAS, CA 92024
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Koa Wealth Management, LLC
Form 5500
KOA WEALTH MANAGEMENT, LLC
2241 Denk Lane, Encinitas, Ca 92024 (760) 602-6920 EIN:83-0995287 Plan Admin:Michael Souza| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameKOA WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,063,461 / $897,240 | 2022 | KOA WEALTH 401(K) PLAN - Plan #001 | 5 / 4 | $1,063,461 / $897,240 |
| 2021 | Plan NameKOA WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$855,255 / $1,063,461 | 2021 | KOA WEALTH 401(K) PLAN - Plan #001 | 3 / 5 | $855,255 / $1,063,461 |
| 2020 | Plan NameKOA WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$649,006 / $855,255 | 2020 | KOA WEALTH 401(K) PLAN - Plan #001 | 3 / 3 | $649,006 / $855,255 |
| 2019 | Plan NameKOA WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$44,923 / $649,006 | 2019 | KOA WEALTH 401(K) PLAN - Plan #001 | 2 / 3 | $44,923 / $649,006 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
KOA WEALTH MANAGEMENT, LLC
11260 EL Camino Real, SAN DIEGO, CA 92130-2676 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$45,800 Forgiven$46,097 LenderBank of Southern California National Association Jobs3 | 04/28/2020 | $45,800 | $46,097 | Bank of Southern California National Association | 3 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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