Synergy Wealth Management Inc.
California
Registered In
07/19/2007
Incorp. Date
Company Summary
Synergy Wealth Management Inc. in Los Angeles, CA lists Martha Haecherl Homes Real Estate Group Llc of Laguna Hills, CA and Franklin Mohri of Los Angeles, CA
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Franklin Mohri
Individual Agent
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2256 LINNINGTON AVE, LOS ANGELES, CA 90064
(View Past Addresses)
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Martha Haecherl Homes Real Estate Group Llc
Applicant
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25272 LINDA VISTA DR, LAGUNA HILLS, CA 92653
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Franklin Mohri
CEO
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2256 LINNINGTON AVE, LOS ANGELES, CA 90064
(View Past Addresses)
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Franklin Mohri
Chief Financial Officer
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2256 LINNINGTON AVE, LOS ANGELES, CA 90064
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Franklin Mohri
Director
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2256 LINNINGTON AVE, LOS ANGELES, CA 90064
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Franklin Mohri
Secretary
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2256 LINNINGTON AVE, LOS ANGELES, CA 90064
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2256 LINNINGTON AVE, LOS ANGELES, CA 90064
View Map
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Financial Information for Synergy Wealth Management Inc.
Form 5500
SYNERGY WEALTH MANAGEMENT, INC.
10880 Wilshire Blvd. Suite 2222, Los Angeles, Ca 90024 (310) 446-3484 EIN:26-0609095 Plan Admin:Franklin Mohri| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSWM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$182,917 / $127,320 | 2022 | SWM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $182,917 / $127,320 |
| 2021 | Plan NameSWM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$159,091 / $182,917 | 2021 | SWM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $159,091 / $182,917 |
| 2020 | Plan NameSWM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$134,332 / $159,091 | 2020 | SWM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $134,332 / $159,091 |
| 2019 | Plan NameSWM INC 401(K) Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$85,291 / $134,332 | 2019 | SWM INC 401(K) - Plan #001 | 2 / 3 | $85,291 / $134,332 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SYNERGY WEALTH MANAGEMENT INC
1367 N Beverly Dr, Beverly Hills, CA 90210-2309| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/08/2021 | Approved$24,663 Forgiven$24,795 LenderJPMorgan Chase Bank, National Association Jobs2 | 02/08/2021 | $24,663 | $24,795 | JPMorgan Chase Bank, National Association | 2 |
| 04/28/2020 | Approved$27,800 Forgiven$28,019 LenderJPMorgan Chase Bank, National Association Jobs2 | 04/28/2020 | $27,800 | $28,019 | JPMorgan Chase Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
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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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