Conquis Financial LLC

California
Registered In
01/21/2022
Incorp. Date

Company Summary

Conquis Financial LLC at 1 La Cruz Ave STE 202, Millbrae, Ca 94030 lists Katherine Ann Simmonds of Millbrae, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Katherine Ann Simmonds Individual Agent
1 LA CRUZ AVE STE 202, MILLBRAE, CA 94030
Katherine Ann Simmonds Manager
1 LA CRUZ AVE STE 202, MILLBRAE, CA 94030
1 LA CRUZ AVE STE 202, MILLBRAE, CA 94030 View Map

Financial Information for Conquis Financial LLC

Form 5500

CONQUIS FINANCIAL LLC

1 La Cruz Ave Suite 202, Millbrae, Ca 94030 (650) 651-3606 EIN:87-4659168 Plan Admin:Katherine Simmonds
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCONQUIS FINANCIAL 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$740,771 / $902,626 2023 CONQUIS FINANCIAL 401(K) & PROFIT SHARING PLAN - Plan #001 3 / 3 $740,771 / $902,626
2022 Plan NameCONQUIS FINANCIAL 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $740,771 2022 CONQUIS FINANCIAL 401(K) & PROFIT SHARING PLAN - Plan #001 0 / 3 $0 / $740,771
Benefit & Retirement Plans based on Form 5500.
Address Match:1 La Cruz Ave Millbrae, 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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