Deyoe Wealth Management, Inc. at 2150 Shattuck Ave STE 700, Berkeley, Ca 94704 lists Jonathan K Deyoe of Berkeley, CA as the associate.
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Jonathan K Deyoe
Individual Agent
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2150 SHATTUCK AVE STE 700, BERKELEY, CA 94704
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Jonathan K Deyoe
CEO
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541 VISTAMONT AVE, BERKELEY, CA 94708
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Jonathan K Deyoe
Chief Financial Officer
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541 VISTAMONT AVE, BERKELEY, CA 94708
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Jonathan K Deyoe
Director
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541 VISTAMONT AVE, BERKELEY, CA 94708
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Jonathan K Deyoe
Secretary
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541 VISTAMONT AVE, BERKELEY, CA 94708
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2150 SHATTUCK AVE STE 700, BERKELEY, CA 94704
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDEYOE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$34 / $0 | 2023 | DEYOE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 0 | $34 / $0 |
| 2022 | Plan NameDEYOE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,021,077 / $34 | 2022 | DEYOE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 4 | $1,021,077 / $34 |
| 2021 | Plan NameDEYOE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$776,322 / $1,021,077 | 2021 | DEYOE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 7 / 5 | $776,322 / $1,021,077 |
| 2020 | Plan NameDEYOE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$564,830 / $776,322 | 2020 | DEYOE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 7 | $564,830 / $776,322 |
| 2019 | Plan NameDEYOE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$683,948 / $564,830 | 2019 | DEYOE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 6 | $683,948 / $564,830 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$113,750 Forgiven$114,813 LenderMortgage Capital Development Corporation Jobs8 | 04/11/2020 | $113,750 | $114,813 | Mortgage Capital Development Corporation | 8 |
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