Tkc Wealth Management, LLC
California
Registered In
03/05/2019
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction
Company Summary
Tkc Wealth Management, LLC at 4100 Newport Pl Dr STE 660, Newport Beach, Ca 92660 lists Ting Kuo Chen of Dallas, TX as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Texas
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Tingkuo Chen
Individual Agent
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1040 LA MIRADA ST, LAGUNA BEACH, CA 92651
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Ting Kuo Chen
Manager
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12900 PRESTON RD STE 700, DALLAS, TX 75230
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4100 NEWPORT PL DR STE 660, NEWPORT BEACH, CA 92660
View Map
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12900 PRESTON RD STE 700, DALLAS, TX 75230
(Mailing)
View Map
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Financial Information for Tkc Wealth Management, LLC
Form 5500
TKC WEALTH MANAGEMENT, LLC
12900 Preston Rd STE 700, Dallas, Tx 75230 (214) 389-2000 EIN:45-2483746 Plan Admin:Ting Kuo Chen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$434,717 / $623,709 | 2023 | TKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 9 | $434,717 / $623,709 |
| 2022 | Plan NameTKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$445,204 / $434,717 | 2022 | TKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $445,204 / $434,717 |
| 2021 | Plan NameTKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$328,135 / $445,204 | 2021 | TKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 11 | $328,135 / $445,204 |
| 2020 | Plan NameTKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$214,046 / $328,135 | 2020 | TKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 10 | $214,046 / $328,135 |
| 2019 | Plan NameTKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$119,100 / $214,046 | 2019 | TKC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $119,100 / $214,046 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TKC WEALTH MANAGEMENT,LLC
12900 Preston Rd STE 700, Dallas, Tx 75230-1323 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/03/2020 | Approved$94,675 Forgiven$95,497 LenderBank of America, National Association Jobs11 | 05/03/2020 | $94,675 | $95,497 | Bank of America, National Association | 11 |
PPP Loans based on Paycheck Protection Program.
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Tkc Wealth Management, LLC
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Address Match:4100 Newport Pl Dr Ste 660 Newport Beach, CA
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|
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|
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|
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Person/City Match:Ting Kuo Chen - Dallas, TX
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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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