Dkb Wealth Management, Inc.
California
Registered In
11/21/2006
Incorp. Date
Company Summary
Dkb Wealth Management, Inc. at 1605 Fourth St, Santa Rosa, Ca 95404 lists David Keith Brown of Santa Rosa, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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David Keith Brown
Individual Agent
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1605 FOURTH ST, SANTA ROSA, CA 95404
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David Keith Brown
CEO
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1605 FOURTH ST, SANTA ROSA, CA 95404
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David Keith Brown
Chief Financial Officer
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1605 FOURTH ST, SANTA ROSA, CA 95404
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David Keith Brown
Director
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1605 FOURTH ST, SANTA ROSA, CA 95404
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David Keith Brown
Secretary
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1605 FOURTH ST, SANTA ROSA, CA 95404
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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1605 FOURTH ST, SANTA ROSA, CA 95404
(Mailing)
View Map
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Financials
Financial Information for Dkb Wealth Management, Inc.
Form 5500
DKB WEALTH MANAGEMENT INC
1605 4th Street, Santa Rosa, Ca 95404 (707) 578-5123 EIN:20-5996805 Plan Admin:David K Brown| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameENCORE 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$534,694 / $496,784 | 2022 | ENCORE 401K PROFIT SHARING PLAN - Plan #001 | 3 / 5 | $534,694 / $496,784 |
| 2021 | Plan NameENCORE 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$397,732 / $534,694 | 2021 | ENCORE 401K PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $397,732 / $534,694 |
| 2020 | Plan NameENCORE 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$336,603 / $397,732 | 2020 | ENCORE 401K PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $336,603 / $397,732 |
| 2019 | Plan NameENCORE 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$192,182 / $336,603 | 2019 | ENCORE 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $192,182 / $336,603 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DKB WEALTH MANAGEMENT, INC.
1605 4th St, Santa Rosa, Ca 95404-4019 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$39,640 Forgiven$40,099 LenderRedwood CU Jobs3 | 04/05/2020 | $39,640 | $40,099 | Redwood CU | 3 |
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
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