The Wealth Collaborative, Inc.

Westlake Village, CA

California

Registered In

12/11/2006

Incorp. Date

Company Summary

The Wealth Collaborative, Inc. at 30699 Russell Ranch Rd STE 185, Westlake Village, Ca 91362 lists Jeff Byron Wheeler of Newport Beach, CA as the associate.

Overview

Registered In

California

Incorporation Date

12/11/2006

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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SEC | EDGAR Trellis.Law Recent News

People

Jeff Byron Wheeler Individual Agent	1407 SANTIAGO DR, NEWPORT BEACH, CA 92660 (View Past Addresses)
Jeff Byron Wheeler CEO	1407 SANTIAGO DR, NEWPORT BEACH, CA 92660 (View Past Addresses)
Jeff Byron Wheeler Chief Financial Officer	1407 SANTIAGO DR, NEWPORT BEACH, CA 92660 (View Past Addresses)
Jeff Byron Wheeler Secretary	1407 SANTIAGO DR, NEWPORT BEACH, CA 92660 (View Past Addresses)

Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

30699 RUSSELL RANCH RD STE 185, WESTLAKE VILLAGE, CA 91362 (Mailing) View Map

Financials

Financial Information for The Wealth Collaborative, Inc.

Form 5500

THE WEALTH COLLABORATIVE, INC.

30699 Russell Ranch Road, Suite 185, Westlake Village, Ca 91362 (818) 577-1180 EIN:26-0141151 Plan Admin:Jeffrey Wheeler

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$424,284 / $56,424	2023	THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$424,284 / $56,424
2022	Plan NameTHE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$4,568,517 / $4,542,931	2022	THE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$4,568,517 / $4,542,931
2022	Plan NameTHE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$932,741 / $424,284	2022	THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$932,741 / $424,284
2021	Plan NameTHE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,858,361 / $4,568,517	2021	THE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$1,858,361 / $4,568,517
2021	Plan NameTHE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,632,985 / $932,741	2021	THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$2,632,985 / $932,741
2020	Plan NameTHE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,157,589 / $2,632,985	2020	THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$2,157,589 / $2,632,985
2020	Plan NameTHE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,647,296 / $1,858,361	2020	THE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$1,647,296 / $1,858,361
2019	Plan NameTHE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,450,096 / $2,157,589	2019	THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$1,450,096 / $2,157,589
2019	Plan NameTHE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,337,307 / $1,647,296	2019	THE WEALTH COLLABORATIVE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$1,337,307 / $1,647,296

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor