Peak360 Wealth Management, LLC

Danville, CA

California

Registered In

01/02/2019

Incorp. Date

Company Summary

Peak360 Wealth Management, LLC at 2404 San Ramon Valley Blvd STE 200, San Ramon, Ca 94583 lists S. Patrick Kelley of San Ramon, CA as the associate.

Michael M.K. Sebree Individual Agent	1646 N CALIFORNIA BLVD STE 250, WALNUT CREEK, CA 94596
S. Patrick Kelley CEO	2404 SAN RAMON VALLEY BLVD STE 200, SAN RAMON, CA 94583 (View Past Addresses)
S. Patrick Kelley Manager	2404 SAN RAMON VALLEY BLVD STE 200, SAN RAMON, CA 94583 (View Past Addresses)

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2404 SAN RAMON VALLEY BLVD STE 200, SAN RAMON, CA 94583 View Map

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Form 5500

2404 San Ramon Valley Blvd Ste. 200, San Ramon, Ca 94583 (925) 271-5780 EIN:83-3117297 Plan Admin:Andy Nevin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$23,093 / $30,786	2022	PEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #001	6 / 5	$23,093 / $30,786
2021	Plan NamePEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$7,379 / $23,093	2021	PEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #001	4 / 5	$7,379 / $23,093
2020	Plan NamePEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $7,379	2020	PEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #001	5 / 4	$0 / $7,379

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2404 San Ramon Valley Boulevard 200, San Ramon, CA 94583 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$53,415 Forgiven$53,918 LenderCross River Bank Jobs5	04/15/2020	$53,415	$53,918	Cross River Bank	5

PPP Loans based on Paycheck Protection Program.

Address Match:2404 San Ramon Valley Blvd Ste 200 San Ramon, CA

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Address Match:2404 San Ramon Valley Blvd San Ramon, CA

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Person/City Match:Michael Mk Sebree - Walnut Creek, CA

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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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