Sorensen Wealth Management

Westlake Village, CA

California

Registered In

07/25/2005

Incorp. Date

Company Summary

Sorensen Wealth Management at 4055 E Thousand Oaks Blvd STE 200, Westlake Village, Ca 91362 lists Jeff Sorensen of Westlake Village, CA as the associate.

Overview

Registered In

California

Incorporation Date

07/25/2005

Company Type

Stock Corporation - Ca - General

Status

Merged Out

Registration Type

Domestic

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People

Jeff Sorensen Individual Agent	4055 E THOUSAND OAKS BLVD STE 200, WESTLAKE VILLAGE, CA 91362
Jeff Sorensen CEO	4055 E THOUSAND OAKS BLVD STE 200, WESTLAKE VILLAGE, CA 91362
Jeff Sorensen Chief Financial Officer	4055 E THOUSAND OAKS BLVD STE 200, WESTLAKE VILLAGE, CA 91362
Jeff Sorensen Director	4055 E THOUSAND OAKS BLVD STE 200, WESTLAKE VILLAGE, CA 91362
Jeff Sorensen Secretary	4055 E THOUSAND OAKS BLVD STE 200, WESTLAKE VILLAGE, CA 91362

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

4055 E THOUSAND OAKS BLVD STE 200, WESTLAKE VILLAGE, CA 91362 (Mailing) View Map

Financials

Financial Information for Sorensen Wealth Management

Form 5500

SORENSEN WEALTH MANAGEMENT, INC.

2535 Townsgate Road, Suite 213, Westlake Village, Ca 91361 (805) 379-9870 EIN:82-4340644 Plan Admin:Jeffrey M. Sorensen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$405,573 / $519,867	2023	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$405,573 / $519,867
2022	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$360,483 / $405,573	2022	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$360,483 / $405,573
2021	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$185,479 / $360,483	2021	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$185,479 / $360,483
2020	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$68,666 / $185,479	2020	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$68,666 / $185,479
2019	Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $68,666	2019	SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002	3 / 3	$0 / $68,666

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SORENSEN WEALTH MANAGEMENT INC

2535 Townsgate Road Suite 213, Westlake Village, Ca 91361

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$54,174 Forgiven$54,575 LenderWells Fargo Bank, National Association Jobs4	04/29/2020	$54,174	$54,575	Wells Fargo Bank, National Association	4

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