Park Place Wealth Advisors Inc. at 18 Orinda Way, Orinda, Ca 94563 lists Jean C Gannett of Orinda, CA and Daniel J Gannett of Moraga, CA as the associates.
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Daniel J Gannett
Individual Agent
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18 ORINDA WAY, ORINDA, CA 94563
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Jean C Gannett
CEO
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683 IRONBARK CIR, ORINDA, CA 94563
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Daniel J Gannett
Chief Financial Officer
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1002 DEL RIO WAY, MORAGA, CA 94556
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Jean C Gannett
Director
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683 IRONBARK CIR, ORINDA, CA 94563
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Daniel J Gannett
Director
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1002 DEL RIO WAY, MORAGA, CA 94556
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Daniel J Gannett
Secretary
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1002 DEL RIO WAY, MORAGA, CA 94556
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18 ORINDA WAY, ORINDA, CA 94563
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$496,729 / $382,487 | 2022 | PARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $496,729 / $382,487 |
| 2021 | Plan NamePARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$402,517 / $496,729 | 2021 | PARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $402,517 / $496,729 |
| 2020 | Plan NamePARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$335,454 / $402,517 | 2020 | PARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $335,454 / $402,517 |
| 2019 | Plan NamePARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$257,115 / $335,454 | 2019 | PARK PLACE WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $257,115 / $335,454 |
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