Capital Management Advisor Group LLC
California
Registered In
06/04/2019
Incorp. Date
Company Summary
Capital Management Advisor Group LLC at 1283 Boulevard Way, Walnut Creek, Ca 94595 lists Timothy Bryan Menez of Walnut Creek, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Timothy Bryan Menez
Individual Agent
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1283 BOULEVARD WAY, WALNUT CREEK, CA 94595
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Timothy Bryan Menez
Manager
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1283 BOULEVARD WAY, WALNUT CREEK, CA 94595
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1283 BOULEVARD WAY, WALNUT CREEK, CA 94595
View Map
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Financial Information for Capital Management Advisor Group LLC
Form 5500
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
1283 Boulevard Way, Walnut Creek, Ca 94595 (925) 935-8200 EIN:84-2545966 Plan Admin:Timothy Menez| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$698,316 / $0 | 2023 | CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN - Plan #002 | 3 / 0 | $698,316 / $0 |
| 2022 | Plan NameCAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$923,987 / $698,316 | 2022 | CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN - Plan #002 | 3 / 3 | $923,987 / $698,316 |
| 2022 | Plan NameCAPITAL MANAGEMENT ADVISOR GROUP 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$311,784 / $295,018 | 2022 | CAPITAL MANAGEMENT ADVISOR GROUP 401(K) PLAN - Plan #001 | 3 / 3 | $311,784 / $295,018 |
| 2021 | Plan NameCAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$770,036 / $923,987 | 2021 | CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN - Plan #002 | 3 / 3 | $770,036 / $923,987 |
| 2021 | Plan NameCAPITAL MANAGEMENT ADVISOR GROUP 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$225,704 / $311,784 | 2021 | CAPITAL MANAGEMENT ADVISOR GROUP 401(K) PLAN - Plan #001 | 3 / 3 | $225,704 / $311,784 |
Benefit & Retirement Plans based on Form 5500.
Address Match:1283 Boulevard Way Walnut Creek, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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