Napa Wealth Management, Incorporated
California
Registered In
08/13/1997
Incorp. Date
Company Summary
Napa Wealth Management, Incorporated at 1836 2nd St, Napa, Ca 94559 lists George Mccuen and Maria D Mccuen of Napa, CA as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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George Mccuen
Individual Agent
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1836 2ND ST, NAPA, CA 94559
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George Mccuen
CEO
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1836 2ND ST, NAPA, CA 94559
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George Mccuen
Chief Financial Officer
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1836 2ND ST, NAPA, CA 94559
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Maria D Mccuen
Director
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1836 2ND ST, NAPA, CA 94559
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Maria D Mccuen
Secretary
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1836 2ND ST, NAPA, CA 94559
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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1836 2ND ST, NAPA, CA 94559
(Mailing)
View Map
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Financials
Financial Information for Napa Wealth Management, Incorporated
Form 5500
NAPA WEALTH MANAGEMENT, INCORPORATED
1836 Second Street, Napa, Ca 94559 (707) 252-1343 EIN:91-1839135 Plan Admin:George Mccuen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$537,373 / $783,515 | 2023 | NAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $537,373 / $783,515 |
| 2022 | Plan NameNAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$655,125 / $537,373 | 2022 | NAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 6 | $655,125 / $537,373 |
| 2021 | Plan NameNAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$516,549 / $655,125 | 2021 | NAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $516,549 / $655,125 |
| 2020 | Plan NameNAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$352,895 / $516,549 | 2020 | NAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 4 | $352,895 / $516,549 |
| 2019 | Plan NameNAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$192,376 / $352,895 | 2019 | NAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $192,376 / $352,895 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
NAPA WEALTH MANAGEMENT
1836 2nd Street, Napa, CA 94559-2328 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/27/2020 | Approved$166,525 Forgiven$168,427 LenderCross River Bank Jobs5 | 05/27/2020 | $166,525 | $168,427 | Cross River Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:1836 2nd St Napa, CA
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Loanlady, Inc.
Registered in California
|
Napa, CA | View Report | |
|
Nwm Fund Group, LLC
Registered in California
|
Napa, CA | View Report |
Person/City Match:George Mccuen - Napa, CA
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Bulldog Vineyards, LLC
Registered in California
|
Napa, CA | View Report | |
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Sherman S. Smith & Associates, Inc.
Registered in California
|
Napa, CA | View Report |
Street Match:2nd St Napa, CA
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Functional Medicine and Acupuncture Inc.
Registered in California
|
Napa, CA | View Report | |
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Napa Network Media Grp LLC
Registered in California
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Napa, CA Westlake Village, CA | View Report | |
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Quintessential, LLC
Registered in Connecticut
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Hartford, CT Napa, CA | View Report | |
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187 Innovations, LLC
Registered in California
|
Napa, CA | View Report | |
|
Et Green, LLC
Registered in California
|
Napa, CA (1 more) | View Report | |
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Napa Valley Modern Staging and Design, LLC
Registered in California
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Napa, CA | View Report | |
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Napa Valley Wine Cooler, Inc.
Registered in California
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Napa, CA | View Report | |
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Realbay LLC
Registered in California
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Napa, CA | View Report | |
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Vine Bridge International Group LLC
Registered in California
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Napa, CA Santa Cruz, CA | View Report | |
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Cvc Investments, Inc.
Registered in California
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Napa, CA | View Report | |
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Coulson Cellars, LLC
Registered in California
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Napa, CA | View Report | |
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Cut & Blow on The Go LLC
Registered in California
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Napa, CA | View Report | |
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Silverado 16 LLC
Registered in California
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Napa, CA | View Report | |
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Tunt Enterprises
Registered in California
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Napa, CA | View Report | |
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Twisted Nail, Inc.
Registered in California
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Napa, CA | View Report | |
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Ucc Vineyard Fund, L.P.
Registered in California
|
Napa, CA | View Report | |
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Wine Country Travel
Registered in California
|
Napa, CA | View Report |
Sources
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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