Patenaude Wealth Management Incorporated
California
Registered In
04/04/2008
Incorp. Date
Company Summary
Patenaude Wealth Management Incorporated at 4425 Bayard ST STE 110, San Diego, Ca 92109 lists Gregg Patenaude of San Diego, 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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Gregg Patenaude
Individual Agent
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4425 BAYARD ST STE 110, SAN DIEGO, CA 92109
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Gregg Patenaude
CEO
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4425 BAYARD ST STE 110, SAN DIEGO, CA 92109
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Gregg Patenaude
Chief Financial Officer
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4425 BAYARD ST STE 110, SAN DIEGO, CA 92109
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Gregg Patenaude
Director
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4425 BAYARD ST STE 110, SAN DIEGO, CA 92109
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Gregg Patenaude
Secretary
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4425 BAYARD ST STE 110, SAN DIEGO, CA 92109
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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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4425 BAYARD ST STE 110, SAN DIEGO, CA 92109
(Mailing)
View Map
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Financials
Financial Information for Patenaude Wealth Management Incorporated
Form 5500
PATENAUDE WEALTH MANAGEMENT, INC.
4425 Bayard Street, Suite 110, San Diego, Ca 92109 (858) 412-1313 EIN:33-1212429 Plan Admin:Gregg Patenaude| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,077,748 / $1,301,060 | 2023 | PATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $1,077,748 / $1,301,060 |
| 2022 | Plan NamePATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,124,393 / $1,077,748 | 2022 | PATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $1,124,393 / $1,077,748 |
| 2021 | Plan NamePATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$978,071 / $1,124,393 | 2021 | PATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $978,071 / $1,124,393 |
| 2020 | Plan NamePATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$891,514 / $978,071 | 2020 | PATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $891,514 / $978,071 |
| 2019 | Plan NamePATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$667,950 / $891,514 | 2019 | PATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $667,950 / $891,514 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PATENAUDE WEALTH MANAGEMENT INC
4425 Bayard ST STE 110, San Diego, Ca 92109 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$62,187 Forgiven$62,927 LenderJPMorgan Chase Bank, National Association Jobs4 | 05/01/2020 | $62,187 | $62,927 | JPMorgan Chase 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
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