Intersect Financial, LLC

Walnut Creek, CA

California

Registered In

10/04/2018

Incorp. Date

Company Summary

Intersect Financial, LLC at 1550 Parkside Dr STE 205, Walnut Creek, Ca 94596 lists Lisa Denise Tuemmler of Walnut Creek, CA as the associate.

Registered In

California

Incorporation Date

10/04/2018

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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Lisa Denise Tuemmler Individual Agent	1550 PARKSIDE DR STE 205, WALNUT CREEK, CA 94596
Lisa Denise Tuemmler Manager	1550 PARKSIDE DR STE 205, WALNUT CREEK, CA 94596

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

1550 PARKSIDE DR STE 205, WALNUT CREEK, CA 94596 View Map

Form 5500

1550 Parkside Dr., Ste. 205, Walnut Creek, Ca 94596 (925) 746-0502 EIN:46-5109809 Plan Admin:Lisa Denise Tuemmler

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLISA DENISE TUEMMLER 401(K) Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$309,234 / $486,664	2023	LISA DENISE TUEMMLER 401(K) - Plan #001	6 / 6	$309,234 / $486,664
2022	Plan NameLISA DENISE TUEMMLER 401(K) Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$242,712 / $309,234	2022	LISA DENISE TUEMMLER 401(K) - Plan #001	6 / 6	$242,712 / $309,234
2021	Plan NameLISA DENISE TUEMMLER 401(K) Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$138,222 / $242,712	2021	LISA DENISE TUEMMLER 401(K) - Plan #001	5 / 6	$138,222 / $242,712
2020	Plan NameLISA DENISE TUEMMLER 401(K) Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$38,207 / $138,222	2020	LISA DENISE TUEMMLER 401(K) - Plan #001	3 / 3	$38,207 / $138,222
2019	Plan NameLISA DENISE TUEMMLER 401(K) Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $38,207	2019	LISA DENISE TUEMMLER 401(K) - Plan #001	3 / 3	$0 / $38,207

Benefit & Retirement Plans based on Form 5500.

Address Match:1550 Parkside Dr Ste 205 Walnut Creek, CA

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