Manning Wealth Management, Inc.

California
Registered In
04/30/2009
Incorp. Date

Company Summary

Manning Wealth Management, Inc. at 401 B ST STE 2300, San Diego, Ca 92101 lists Michael A Manning of San Diego, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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Michael W Battin Individual Agent
755 W A ST STE 150, SAN DIEGO, CA 92101 (View Past Addresses)
Michael A Manning CEO
401 B ST STE 2300, SAN DIEGO, CA 92101
Michael A Manning Chief Financial Officer
401 B ST STE 2300, SAN DIEGO, CA 92101
Michael A Manning Director
401 B ST STE 2300, SAN DIEGO, CA 92101
Michael A Manning Secretary
401 B ST STE 2300, SAN DIEGO, CA 92101
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401 B ST STE 2300, SAN DIEGO, CA 92101 (Mailing) View Map

Financial Information for Manning Wealth Management, Inc.

Form 5500

MANNING WEALTH MANAGEMENT, INC.

401 B Street Suite 2300, San Diego, Ca 92101 (619) 237-9977 EIN:27-0162244 Plan Admin:Michael Manning
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMANNING WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,890,343 / $1,593,465 2022 MANNING WEALTH MANAGEMENT 401(K) PLAN - Plan #001 13 / 12 $1,890,343 / $1,593,465
2022 Plan NameMANNING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$139,973 / $280,217 2022 MANNING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 7 / 7 $139,973 / $280,217
2021 Plan NameMANNING WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,677,048 / $1,890,343 2021 MANNING WEALTH MANAGEMENT 401(K) PLAN - Plan #001 13 / 13 $1,677,048 / $1,890,343
2021 Plan NameMANNING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY0 / 6 Assets BOY/EOY$0 / $139,973 2021 MANNING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 0 / 6 $0 / $139,973
2020 Plan NameMANNING WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,658,067 / $1,677,048 2020 MANNING WEALTH MANAGEMENT 401(K) PLAN - Plan #001 12 / 13 $1,658,067 / $1,677,048
2019 Plan NameMANNING WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,206,395 / $1,658,067 2019 MANNING WEALTH MANAGEMENT 401(K) PLAN - Plan #001 10 / 12 $1,206,395 / $1,658,067
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MANNING WEALTH MANAGEMENT

401 B Street, San Diego, CA 92101-4200
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$136,872 Forgiven$138,207 LenderU.S. Bank, National Association Jobs10 04/11/2020 $136,872 $138,207 U.S. Bank, National Association 10
PPP Loans based on Paycheck Protection Program.
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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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