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.
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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Adam Leland Anderson
Individual Agent
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496 MAIN ST, PLACERVILLE, CA 95667
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Adam Leland Anderson
CEO
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496 MAIN ST, PLACERVILLE, CA 95667
(View Past Addresses)
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Adam Leland Anderson
Chief Financial Officer
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496 MAIN ST, PLACERVILLE, CA 95667
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Blake Leland Anderson
Director
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2191 AIKEN WAY, EL DORADO HILLS, CA 95762
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Adam Leland Anderson
Director
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496 MAIN ST, PLACERVILLE, CA 95667
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Angela Lynn Anderson
Secretary
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496 MAIN ST, PLACERVILLE, CA 95667
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Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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496 MAIN ST, PLACERVILLE, CA 95667
(Mailing)
View Map
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Financials
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 |
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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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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