Destination Wealth Management, Inc.

Walnut Creek, CA

California

Registered In

09/04/2003

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Destination Wealth Management, Inc. at 1255 Treat Blvd STE 900, Walnut Creek, Ca 94597 lists Michael Yoshikami and George Chin of Walnut Creek, CA.

Overview

Registered In

California

Incorporation Date

09/04/2003

Company Type

Stock Corporation - Out of State - Stock

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Michael Yoshikami Individual Agent	1255 TREAT BLVD STE 900, WALNUT CREEK, CA 94597
Michael Yoshikami CEO	1255 TREAT BLVD STE 900, WALNUT CREEK, CA 94597
George Chin Chief Financial Officer	1255 TREAT BLVD STE 900, WALNUT CREEK, CA 94597
George Chin Secretary	1255 TREAT BLVD STE 900, WALNUT CREEK, CA 94597

Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

1255 TREAT BLVD STE 900, WALNUT CREEK, CA 94597 (Mailing) View Map

Financials

Financial Information for Destination Wealth Management, Inc.

Form 5500

DESTINATION WEALTH MANAGEMENT, INC

1255 Treat Blvd., Suite 900, Walnut Creek, Ca 94597 (925) 935-2900 EIN:56-2326959 Plan Admin:Craig Gentry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY58 / 59 Assets BOY/EOY$14,402,363 / $18,481,193	2023	DESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	58 / 59	$14,402,363 / $18,481,193
2022	Plan NameDESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY58 / 58 Assets BOY/EOY$16,429,992 / $14,402,363	2022	DESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	58 / 58	$16,429,992 / $14,402,363
2021	Plan NameDESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY60 / 59 Assets BOY/EOY$13,379,593 / $16,429,992	2021	DESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	60 / 59	$13,379,593 / $16,429,992
2020	Plan NameDESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY58 / 55 Assets BOY/EOY$11,501,569 / $13,379,593	2020	DESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	58 / 55	$11,501,569 / $13,379,593
2019	Plan NameDESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY60 / 58 Assets BOY/EOY$8,578,526 / $11,501,569	2019	DESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	60 / 58	$8,578,526 / $11,501,569

Benefit & Retirement Plans based on Form 5500.

PPP Loans

DESTINATION WEALTH MANAGEMENT

1255 Treat Blvd STE 900, Walnut Creek, Ca 94597-7606

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$1,353,898 Forgiven$1,365,731 LenderHeritage Bank of Commerce Jobs91	04/15/2020	$1,353,898	$1,365,731	Heritage Bank of Commerce	91

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration