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.
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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Timothy Bryan Menez
Individual Agent
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1283 BOULEVARD WAY, WALNUT CREEK, CA 94595
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|
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Timothy Bryan Menez
Manager
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1283 BOULEVARD WAY, WALNUT CREEK, CA 94595
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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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1283 BOULEVARD WAY, WALNUT CREEK, CA 94595
View Map
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Financials
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.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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