Ensconce Wealth Partners, LLC
California
Registered In
03/27/2019
Incorp. Date
Company Summary
Ensconce Wealth Partners, LLC at 1600 S Main ST STE 120, Walnut Creek, Ca 94596 lists Terrance Murray of Walnut Creek, CA as the associate.
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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Terrance Murray
Individual Agent
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1600 S MAIN ST STE 120, WALNUT CREEK, CA 94596
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Terrance Murray
Manager
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1600 S MAIN ST STE 120, WALNUT CREEK, CA 94596
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Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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1600 S MAIN ST STE 120, WALNUT CREEK, CA 94596
View Map
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Financials
Financial Information for Ensconce Wealth Partners, LLC
Form 5500
ENSCONCE WEALTH PARTNERS LLC
1600 South Main Street, Suite #120, Walnut Creek, Ca 94596 (925) 938-6900 EIN:83-4249323 Plan Admin:Brian Westcoat| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$336,373 / $542,807 | 2023 | ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $336,373 / $542,807 |
| 2022 | Plan NameENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$261,147 / $336,373 | 2022 | ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $261,147 / $336,373 |
| 2021 | Plan NameENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$130,388 / $261,147 | 2021 | ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $130,388 / $261,147 |
| 2020 | Plan NameENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$12,167 / $130,388 | 2020 | ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $12,167 / $130,388 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ENSCONCE WEALTH PARTNERS, LLC
1600 South Main Street Suite 120, Walnut Creek, Ca 94596-5381| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$22,063 Forgiven$22,235 LenderCalifornia Bank of Commerce Jobs2 | 04/12/2020 | $22,063 | $22,235 | California Bank of Commerce | 2 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Terrance Murray - Walnut Creek, CA
|
Amco Investment Company, Inc.
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Sources
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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