Willow Creek Wealth Management, Inc.
California
Registered In
05/01/1999
Incorp. Date
Company Summary
Willow Creek Wealth Management, Inc. at 825 Gravenstein Hwy N STE 5, Sebastopol, Ca 95472 lists Timothy Admire and Kelly Noonan of Sebastopol, CA as 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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Kelly Noonan
Individual Agent
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Timothy Admire
CEO
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Kelly Noonan
Chief Financial Officer
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Bruce Dzieza
Director
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Jason Gittins
Director
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Mark Keating
Director
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Heather Belli
Director
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Kelly Noonan
Secretary
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
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Showing current associates only (8 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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825 GRAVENSTEIN HWY N STE 5, SEBASTOPOL, CA 95472
(Mailing)
View Map
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Financials
Financial Information for Willow Creek Wealth Management, Inc.
Form 5500
WILLOW CREEK WEALTH MANAGEMENT, INC.
825 Gravenstein Hwy North, Suite 5, Sebastopol, Ca 95472 (707) 829-1146 EIN:68-0431551 Plan Admin:Kelly Noonan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 22 Assets BOY/EOY$0 / $0 | 2023 | WILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 21 / 22 | $0 / $0 |
| 2022 | Plan NameWILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$0 / $0 | 2022 | WILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 20 / 21 | $0 / $0 |
| 2021 | Plan NameWILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 20 Assets BOY/EOY$7,963,817 / $9,799,115 | 2021 | WILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 17 / 20 | $7,963,817 / $9,799,115 |
| 2020 | Plan NameWILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$7,353,159 / $7,963,817 | 2020 | WILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 16 / 17 | $7,353,159 / $7,963,817 |
| 2019 | Plan NameWILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$5,837,501 / $7,353,159 | 2019 | WILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 15 / 15 | $5,837,501 / $7,353,159 |
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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