Wealthguard Advisors, Inc.

California
Registered In
08/05/2010
Incorp. Date

Company Summary

Wealthguard Advisors, Inc. at 496 Main St, Placerville, Ca 95667 lists Adam Leland Anderson of Placerville, CA and Blake Leland Anderson of El Dorado Hills, CA.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Adam Leland Anderson Individual Agent
496 MAIN ST, PLACERVILLE, CA 95667
Adam Leland Anderson CEO
496 MAIN ST, PLACERVILLE, CA 95667 (View Past Addresses)
Adam Leland Anderson Chief Financial Officer
496 MAIN ST, PLACERVILLE, CA 95667
Blake Leland Anderson Director
2191 AIKEN WAY, EL DORADO HILLS, CA 95762
Adam Leland Anderson Director
496 MAIN ST, PLACERVILLE, CA 95667
Angela Lynn Anderson Secretary
496 MAIN ST, PLACERVILLE, CA 95667
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496 MAIN ST, PLACERVILLE, CA 95667 (Mailing) View Map

Financial Information for Wealthguard Advisors, Inc.

Form 5500

WEALTHGUARD ADVISORS, INC.

496 Main Street, Placerville, Ca 95667 (530) 621-1111 EIN:27-3328265 Plan Admin:Adam Anderson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$845,387 / $1,346,915 2023 WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 5 / 5 $845,387 / $1,346,915
2023 Plan NameWEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$565,235 / $1,116,839 2023 WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #003 5 / 5 $565,235 / $1,116,839
2022 Plan NameWEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$2,195,096 / $845,387 2022 WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 4 / 5 $2,195,096 / $845,387
2022 Plan NameWEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN Plan #003 Participants BOY/EOY3 / 4 Assets BOY/EOY$551,620 / $565,235 2022 WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #003 3 / 4 $551,620 / $565,235
2021 Plan NameWEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,701,554 / $2,195,096 2021 WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 4 / 4 $1,701,554 / $2,195,096
2021 Plan NameWEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$197,297 / $551,620 2021 WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #003 3 / 3 $197,297 / $551,620
2020 Plan NameWEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,034,226 / $1,701,554 2020 WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 4 / 4 $1,034,226 / $1,701,554
2020 Plan NameWEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $197,297 2020 WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #003 3 / 3 $0 / $197,297
2019 Plan NameWEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$553,939 / $1,034,226 2019 WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 4 / 3 $553,939 / $1,034,226
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WEALTHGUARD ADVISORS, INC

496 Main Street, PLACERVILLE, CA 95667-5633 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/16/2020 Approved$53,400 Forgiven$0 LenderUmpqua Bank Jobs4 04/16/2020 $53,400 $0 Umpqua Bank 4
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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