Sanctuary Wealth Group, LLC

California
Registered In
05/28/2020
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction

Company Summary

Sanctuary Wealth Group, LLC at 1676 N California Blvd, Walnut Creek, Ca 94596 lists David Shane of Chicago, IL as the associate.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Indiana
Company Type
Limited Liability Company - Out of State
Status
Active
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SEC | EDGAR Trellis.Law Recent News
C T Corporation System Registered 1505 Agent
28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
David Shane Manager
2 N LASALLE ST STE 1010, CHICAGO, IL 60602
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1676 N CALIFORNIA BLVD, WALNUT CREEK, CA 94596 View Map
2 N LASALLE ST STE 1010, CHICAGO, IL 60602 View Map
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Financial Information for Sanctuary Wealth Group, LLC

Form 5500

SANCTUARY WEALTH GROUP, LLC

3815 River Crossing Pkwy STE 200, Indianapolis, In 46240 (317) 975-7729 EIN:47-2336833 Plan Admin:Lauren Sulkowski
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN Plan #502 Participants BOY/EOY400 / 426 Assets BOY/EOY$0 / $0 2023 SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN - Plan #502 400 / 426 $0 / $0
2022 Plan NameEMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN OF SANCTUARY WEALTH GROUP, LLC Plan #002 Participants BOY/EOY143 / 161 Assets BOY/EOY$18,344,361 / $15,958,880 2022 EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN OF SANCTUARY WEALTH GROUP, LLC - Plan #002 143 / 161 $18,344,361 / $15,958,880
2022 Plan NameSANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN Plan #502 Participants BOY/EOY287 / 400 Assets BOY/EOY$0 / $0 2022 SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN - Plan #502 287 / 400 $0 / $0
2021 Plan NameEMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC Plan #002 Participants BOY/EOY107 / 140 Assets BOY/EOY$16,447,133 / $18,344,360 2021 EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN SANCTUARY WEALTH GROUP, LLC - Plan #002 107 / 140 $16,447,133 / $18,344,360
2021 Plan NameSANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN Plan #502 Participants BOY/EOY176 / 287 Assets BOY/EOY$0 / $0 2021 SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN - Plan #502 176 / 287 $0 / $0
2020 Plan NameEMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN OF SANCTUARY WEALTH GROUP, LLC Plan #002 Participants BOY/EOY146 / 105 Assets BOY/EOY$15,595,087 / $16,447,133 2020 EMPLOYEES PROFIT SHARING AND SALARY REDUCTION PLAN OF SANCTUARY WEALTH GROUP, LLC - Plan #002 146 / 105 $15,595,087 / $16,447,133
2020 Plan NameSANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN Plan #502 Participants BOY/EOY123 / 176 Assets BOY/EOY$0 / $0 2020 SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN - Plan #502 123 / 176 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SANCTUARY WEALTH GROUP, LLC

250 W 96th ST 3rd Floor, Indianapolis, In 46260-1316
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$1,790,572 Forgiven$1,809,017 LenderFirst Merchants Bank Jobs84 04/07/2020 $1,790,572 $1,809,017 First Merchants Bank 84
PPP Loans based on Paycheck Protection Program.
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Person/City Match:David Shane - Chicago, IL
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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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