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Pence Wealth Management, Incorporated

Newport Beach, CA
California
Registered In
04/02/2002
Incorp. Date

Company Summary

Pence Wealth Management, Incorporated at 5000 Birch ST STE 8000, Newport Beach, Ca 92660 lists Laila Pence and Eldon Pence of Newport Beach, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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SEC | EDGAR Trellis.Law Recent News

People

Laila Pence Individual Agent
10572 VILLA DEL CERRO, SANTA ANA, CA 92705 (View Past Addresses)
Laila Pence CEO
5000 BIRCH ST STE 8000, NEWPORT BEACH, CA 92660
Eldon Pence Chief Financial Officer
5000 BIRCH ST STE 8000, NEWPORT BEACH, CA 92660
Laila Pence Director
5000 BIRCH ST STE 8000, NEWPORT BEACH, CA 92660
Laila Pence Secretary
5000 BIRCH ST STE 8000, NEWPORT BEACH, CA 92660
Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

5000 BIRCH ST STE 8000, NEWPORT BEACH, CA 92660 (Mailing) View Map

Financials

Financial Information for Pence Wealth Management, Incorporated

Form 5500

PENCE WEALTH MANAGEMENT, INC.

5000 Birch Street, #8000, Newport Beach, Ca 92660 (949) 660-8777 EIN:01-0648100 Plan Admin:Laila Marshall-Pence
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY20 / 21 Assets BOY/EOY$4,945,047 / $7,138,307 2023 PENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 20 / 21 $4,945,047 / $7,138,307
2023 Plan NamePENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY29 / 29 Assets BOY/EOY$0 / $0 2023 PENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 29 / 29 $0 / $0
2022 Plan NamePENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY21 / 20 Assets BOY/EOY$6,374,910 / $4,945,047 2022 PENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 21 / 20 $6,374,910 / $4,945,047
2022 Plan NamePENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$0 / $0 2022 PENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 25 / 24 $0 / $0
2021 Plan NamePENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY23 / 21 Assets BOY/EOY$6,050,513 / $6,374,910 2021 PENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 23 / 21 $6,050,513 / $6,374,910
2021 Plan NamePENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 25 Assets BOY/EOY$0 / $0 2021 PENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 27 / 25 $0 / $0
2020 Plan NamePENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY19 / 21 Assets BOY/EOY$3,845,356 / $6,050,513 2020 PENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 19 / 21 $3,845,356 / $6,050,513
2020 Plan NamePENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$0 / $0 2020 PENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 24 / 25 $0 / $0
2019 Plan NamePENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY18 / 21 Assets BOY/EOY$2,462,195 / $3,845,356 2019 PENCE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 18 / 21 $2,462,195 / $3,845,356
2019 Plan NamePENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$0 / $0 2019 PENCE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 25 / 24 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PENCE WEALTH MANAGEMENT

5000 Birch St Ste 8000, Newport Beach, CA 92660 Industry:Other Financial Vehicles Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$466,500 Forgiven$369,397 LenderCitibank, N.A. Jobs25 04/30/2020 $466,500 $369,397 Citibank, N.A. 25
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:5000 Birch St Ste 8000 Newport Beach, CA
Eldon Dryden Pence, Incorporated Registered in California
Fort Smith, AR Newport Beach, CA (1 more) View Report
Pence Capital Management, LLC Registered in California
Newport Beach, CA View Report
Pence Financial Group LLC Registered in California
Newport Beach, CA Tower Newport Beach, CA View Report
Pence Insurance Center L.L.C. Registered in California
Newport Beach, CA View Report
Pence Real Estate, Inc. Registered in California
Newport Beach, CA View Report
Pence Real Estate, LLC Registered in California
Newport Beach, CA View Report
Pence Real Estate, LLC Registered in Texas
Newport Beach, CA View Report
Koll Corporate Services, Inc. Registered in Colorado
Newport Beach, CA View Report
Address Match:5000 Birch St Newport Beach, CA
Cwl Community Beverage, LLC Registered in California
Newport Beach, CA View Report
Lyons Capital, LLC Registered in California
Newport Beach, CA View Report
Tele-Health LLC Registered in California
Newport Beach, CA View Report
Arlington Development, a California Limited Partnership Registered in California
Newport Beach, CA View Report
Fjr Advisors, LLC Registered in California
Newport Beach, CA View Report
Hig Investors 1, LLC Registered in California
Newport Beach, CA View Report
Siegel Consulting Group, LLC Registered in California
Anaheim, CA (1 more) View Report
Association of Home Based Business, LLC Registered in California
Newport Beach, CA View Report
Association of Homeless, LLC Registered in California
Newport Beach, CA View Report
Home America Lending Corporation Registered in California
Newport Beach, CA View Report
Infinite Growth Consulting LLC Registered in California
Newport Beach, CA Costa Mesa, CA View Report
4040 Capitol Avenue, Inc. Registered in California
Newport Beach, CA View Report
Burbank Towne Center, Inc. Registered in California
Newport Beach, CA View Report
Enterprise Management Partners Registered in California
Newport Beach, CA View Report
Harvey Spv1 LLC Registered in California
Newport Beach, CA View Report
Nlt Associates, LLC Registered in California
Chino Hills, CA (1 more) View Report
Paradise Point Apartments, Inc. Registered in California
Newport Beach, CA View Report
Tpg 2015-1 (Orange), LLC Registered in California
Newport Beach, CA View Report
Uptown Newport North Building Owner, Lp Registered in California
Newport Beach, CA View Report
Woodland Business Park, Inc. Registered in California
Newport Beach, CA View Report
Person/City Match:Laila Pence - Santa Ana, CA
Pence Income Properties, LLC Registered in California
Santa Ana, CA Del Cerro Santa Ana, CA View Report
Person/City Match:Eldon Pence - Newport Beach, CA
Pence Financial Group LLC Registered in Florida
Boca Raton, FL Newport Beach, CA (1 more) View Report
K-One Investment Company, Inc. Registered in California
Fort Smith, AR Smith, AR View Report
View More in Newport Beach, CA

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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