Tsg Wealth Management, LLC

California
Registered In
09/20/2019
Incorp. Date
Foreign
Registration Type
Nevada
Foreign Jurisdiction

Company Summary

Tsg Wealth Management, LLC at 6460 E Pacific Coast Hwy STE 223, Long Beach, Ca 90803 lists Mark Schulten of Reno, NV as the associate.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Nevada
Company Type
Limited Liability Company - Out of State
Status
Active
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Alexandia Koualczuk Individual Agent
6460 E PACIFIC COAST HWY STE 223, LONG BEACH, CA 90803
Mark Schulten Manager
595 HUMBOLDT ST STE 200, RENO, NV 89509
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6460 E PACIFIC COAST HWY STE 223, LONG BEACH, CA 90803 View Map

Financial Information for Tsg Wealth Management, LLC

Form 5500

TSG WEALTH MANAGEMENT, LLC

595 Humboldt Street Suite 200, Reno, Nv 89509 (775) 339-9801 EIN:83-4422092 Plan Admin:Mark Schulten
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTSG WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY62 / 76 Assets BOY/EOY$3,240,423 / $5,551,679 2023 TSG WEALTH MANAGEMENT 401(K) PLAN - Plan #001 62 / 76 $3,240,423 / $5,551,679
2022 Plan NameTSG WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY48 / 64 Assets BOY/EOY$2,966,643 / $3,240,423 2022 TSG WEALTH MANAGEMENT 401(K) PLAN - Plan #001 48 / 64 $2,966,643 / $3,240,423
2021 Plan NameTSG WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY48 / 48 Assets BOY/EOY$1,962,608 / $2,966,643 2021 TSG WEALTH MANAGEMENT 401(K) PLAN - Plan #001 48 / 48 $1,962,608 / $2,966,643
2020 Plan NameTSG WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY22 / 45 Assets BOY/EOY$667,977 / $1,962,608 2020 TSG WEALTH MANAGEMENT 401(K) PLAN - Plan #001 22 / 45 $667,977 / $1,962,608
2019 Plan NameTSG WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 22 Assets BOY/EOY$0 / $667,977 2019 TSG WEALTH MANAGEMENT 401(K) PLAN - Plan #001 0 / 22 $0 / $667,977
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TSG WEALTH MANAGEMENT LLC

6460 E. Pacific Coast Hwy 223, LONG BEACH, CA 90803
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$1,180,392 Forgiven$1,196,458 LenderJPMorgan Chase Bank, National Association Jobs39 04/11/2020 $1,180,392 $1,196,458 JPMorgan Chase Bank, National Association 39
PPP Loans based on Paycheck Protection Program.
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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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