Kauffman Wealth Management, Inc.
California
Registered In
01/01/2008
Incorp. Date
Company Summary
Kauffman Wealth Management, Inc. at 550 Periwinkle Ln, Montecito, Ca 93108 lists Mitchell Kauffman and Joanne Moran of Montecito, CA as associates.
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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Mitchell Kauffman
Individual Agent
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550 PERIWINKLE LN, MONTECITO, CA 93108
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Mitchell Kauffman
CEO
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550 PERIWINKLE LN, MONTECITO, CA 93108
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Joanne Moran
Chief Financial Officer
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550 PERIWINKLE LN, MONTECITO, CA 93108
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Mitchell Kauffman
Director
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550 PERIWINKLE LN, MONTECITO, CA 93108
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Kelly Smith
Secretary
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550 PERIWINKLE LN, MONTECITO, CA 93108
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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550 PERIWINKLE LN, MONTECITO, CA 93108
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Kauffman Wealth Management, Inc.
Form 5500
KAUFFMAN WEALTH MANAGEMENT INC.
140 S Lake Ave, Suite 307, Pasadena, Ca 91101 (626) 795-6874 EIN:26-1620662 Plan Admin:Mitchell Kauffman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameKAUFFMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #007 Participants BOY/EOY4 / 2 Assets BOY/EOY$2,861,124 / $3,134,074 | 2020 | KAUFFMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #007 | 4 / 2 | $2,861,124 / $3,134,074 |
| 2020 | Plan NameKAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #008 Participants BOY/EOY3 / 2 Assets BOY/EOY$735,748 / $1,164,749 | 2020 | KAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #008 | 3 / 2 | $735,748 / $1,164,749 |
| 2019 | Plan NameKAUFFMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #007 Participants BOY/EOY5 / 4 Assets BOY/EOY$2,397,426 / $2,861,124 | 2019 | KAUFFMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #007 | 5 / 4 | $2,397,426 / $2,861,124 |
| 2019 | Plan NameKAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #008 Participants BOY/EOY4 / 3 Assets BOY/EOY$430,047 / $735,748 | 2019 | KAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #008 | 4 / 3 | $430,047 / $735,748 |
Benefit & Retirement Plans based on Form 5500.
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|
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|
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|
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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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