Sherwood Financial Partners, LLC
California
Registered In
02/27/2019
Incorp. Date
Company Summary
Sherwood Financial Partners, LLC at 2900 Townsgate Rd STE 213, Westlake Village, Ca 91361 lists Matthew Davis and Hannah Boundy of Westlake Village, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Vincent Chambers
Individual Agent
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2900 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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Matthew Davis
Manager
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2900 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
(View Past Addresses)
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Hannah Boundy
Manager
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2900 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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2900 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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 Sherwood Financial Partners, LLC
Form 5500
SHERWOOD FINANCIAL PARTNERS, LLC
2900 Townsgate Rd STE 213, Westlake Village, Ca 91361 (805) 870-5591 EIN:83-3903891 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$220,268 / $330,600 | 2023 | SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 | 6 / 7 | $220,268 / $330,600 |
| 2022 | Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$188,932 / $220,268 | 2022 | SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 | 4 / 6 | $188,932 / $220,268 |
| 2021 | Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$29,069 / $188,932 | 2021 | SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 | 2 / 4 | $29,069 / $188,932 |
| 2020 | Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$1,570 / $29,069 | 2020 | SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 | 1 / 2 | $1,570 / $29,069 |
| 2019 | Plan NameSHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 1 Assets BOY/EOY$0 / $1,570 | 2019 | SHERWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 | 0 / 1 | $0 / $1,570 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:2900 Townsgate Rd Ste 213 Westlake Village, CA
|
Sherwood Financial Partners, LLC
Registered in Colorado
|
Arvada, CO Westlake Village, CA | View Report | |
|
Ocean Treasures Realty
Registered in California
|
Thousand Oaks, CA Westlake Village, CA | View Report | |
|
Pac-Fish, Inc.
Registered in California
|
Thousand Oaks, CA Westlake Village, CA | View Report |
Address Match:2900 Townsgate Rd Westlake Village, CA
Person/City Match:Matthew Davis - Westlake Village, CA
|
Davis Spirits Company
Registered in Connecticut
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Austin, TX Hartford, CT | View Report | |
|
Evans, Rhea & Associates, Inc.
Registered in California
|
Las Vegas, NV Knoxville, TN (1 more) | View Report | |
|
Fitcapri, Inc.
Registered in California
|
Westlake Village, CA | View Report | |
|
Gpk Distribution, LLC
Registered in California
|
Westlake Village, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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