Altamont Wealth Management, Inc.
California
Registered In
12/18/2007
Incorp. Date
Company Summary
Altamont Wealth Management, Inc. at 486 S K St, Livermore, Ca 94550 lists Elizabeth C Mihalka of Livermore, 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
|
Jennifer L Thaete
Individual Agent
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1840 FOURTH ST STE 200, LIVERMORE, CA 94550
|
|
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Elizabeth C Mihalka
CEO
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486 S K ST, LIVERMORE, CA 94550
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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486 S K ST, LIVERMORE, CA 94550
(Mailing)
View Map
|
Financials
Financial Information for Altamont Wealth Management, Inc.
Form 5500
ALTAMONT WEALTH MANAGEMENT, INC.
486 S K St, Livermore, Ca 94550 (925) 606-8181 EIN:26-1606632 Plan Admin:Jerrilynn Krebs| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,163,244 / $1,526,535 | 2023 | ALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $1,163,244 / $1,526,535 |
| 2022 | Plan NameALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,259,643 / $1,163,244 | 2022 | ALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $1,259,643 / $1,163,244 |
| 2021 | Plan NameALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,058,997 / $1,259,643 | 2021 | ALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $1,058,997 / $1,259,643 |
| 2020 | Plan NameALTAMONT WEALTH MANAGEMENT, INC. Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$909,795 / $1,058,997 | 2020 | ALTAMONT WEALTH MANAGEMENT, INC. - Plan #001 | 2 / 2 | $909,795 / $1,058,997 |
| 2019 | Plan NameALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$671,838 / $909,795 | 2019 | ALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $671,838 / $909,795 |
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
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