Solano Wealth Management, Inc. at 1300 Oliver Rd STE 210, Fairfield, Ca 94534 lists Rufus T Williams and Kristin R Williams of Fairfield, CA as the associates.
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M. Kendall Hillman
Individual Agent
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2420 MARTIN RD STE 300, FAIRFIELD, CA 94534
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Rufus T Williams
CEO
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1300 OLIVER RD STE 210, FAIRFIELD, CA 94534
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Rufus T Williams
Chief Financial Officer
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1300 OLIVER RD STE 210, FAIRFIELD, CA 94534
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Kristin R Williams
Director
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1300 OLIVER RD STE 210, FAIRFIELD, CA 94534
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Rufus T Williams
Director
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1300 OLIVER RD STE 210, FAIRFIELD, CA 94534
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Rufus T Williams
Secretary
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1300 OLIVER RD STE 210, FAIRFIELD, CA 94534
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1300 OLIVER RD STE 210, FAIRFIELD, CA 94534
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSOLANO WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$2,090,848 / $0 | 2023 | SOLANO WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN - Plan #002 | 5 / 0 | $2,090,848 / $0 |
| 2022 | Plan NameSOLANO WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,399,363 / $2,090,848 | 2022 | SOLANO WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $2,399,363 / $2,090,848 |
| 2021 | Plan NameSOLANO WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY5 / 3 Assets BOY/EOY$698,636 / $2,399,363 | 2021 | SOLANO WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN - Plan #002 | 5 / 3 | $698,636 / $2,399,363 |
| 2021 | Plan NameSOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$1,747,613 / $0 | 2021 | SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN - Plan #001 | 5 / 0 | $1,747,613 / $0 |
| 2020 | Plan NameSOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,366,399 / $1,747,613 | 2020 | SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN - Plan #001 | 5 / 5 | $1,366,399 / $1,747,613 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$115,300 Forgiven$116,560 LenderUmpqua Bank Jobs5 | 04/12/2020 | $115,300 | $116,560 | Umpqua Bank | 5 |
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