Pearl Wealth LLC

California
Registered In
02/26/2019
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction

Company Summary

Pearl Wealth LLC at 915 NW 19th Ave STE F, Portland, Or 97209 lists Kori Allen of Portland, OR as the associate.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Company Type
Limited Liability Company - Out of State
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Michael Allen Individual Agent
149 BUENA VISTA TER, SAN FRANCISCO, CA 94117
Kori Allen CEO
915 NW 19TH AVE STE F, PORTLAND, OR 97209
Kori Allen Manager
915 NW 19TH AVE STE F, PORTLAND, OR 97209
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915 NW 19TH AVE STE F, PORTLAND, OR 97209 View Map
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Financial Information for Pearl Wealth LLC

Form 5500

PEARL WEALTH LLC

915f NW 19th Avenue, Portland, Or 97209 (503) 223-2539 EIN:38-4097784 Plan Admin:Gretchen Cole
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$112,997 / $205,954 2023 PEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 2 / 2 $112,997 / $205,954
2022 Plan NamePEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$71,732 / $112,997 2022 PEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 2 / 2 $71,732 / $112,997
2021 Plan NamePEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $71,732 2021 PEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 2 / 2 $0 / $71,732
2020 Plan NamePEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$0 / $0 2020 PEARL WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 2 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Address Match:915 Nw 19th Ave Ste F Portland, OR
Pearl Wealth LLC Registered in Oregon
Portland, OR View Report
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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