Yhc Wealth Management Group, Inc.
California
Registered In
01/19/2011
Incorp. Date
Company Summary
Yhc Wealth Management Group, Inc. at 4675 Macarthur Ct STE 450, Newport Beach, Ca 92660 lists Yvan Cao of Newport Beach, CA as the associate.
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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Yvan Cao
Individual Agent
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4675 MACARTHUR CT STE 450, NEWPORT BEACH, CA 92660
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Yvan Cao
CEO
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4675 MACARTHUR CT STE 450, NEWPORT BEACH, CA 92660
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Yvan Cao
Chief Financial Officer
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4675 MACARTHUR CT STE 450, NEWPORT BEACH, CA 92660
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Yvan Cao
Director
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4675 MACARTHUR CT STE 450, NEWPORT BEACH, CA 92660
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Yvan Cao
Secretary
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4675 MACARTHUR CT STE 450, NEWPORT BEACH, CA 92660
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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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4675 MACARTHUR CT STE 450, NEWPORT BEACH, CA 92660
(Mailing)
View Map
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Financials
Financial Information for Yhc Wealth Management Group, Inc.
Form 5500
YHC WEALTH MANAGEMENT GROUP INC.
4675 Macarthur Ct., Ste. #450, Newport Beach, Ca 92660 (949) 576-2372 EIN:27-4595885 Plan Admin:Yvan Cao| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameYHC WEALTH MANAGEMENT GROUP INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$766,694 / $1,042,438 | 2023 | YHC WEALTH MANAGEMENT GROUP INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $766,694 / $1,042,438 |
| 2023 | Plan NameYHC WEALTH MANAGEMENT GROUP INC. PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$602,193 / $732,374 | 2023 | YHC WEALTH MANAGEMENT GROUP INC. PENSION PLAN - Plan #002 | 5 / 5 | $602,193 / $732,374 |
| 2022 | Plan NameYHC WEALTH MANAGEMENT GROUP INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$771,888 / $766,694 | 2022 | YHC WEALTH MANAGEMENT GROUP INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $771,888 / $766,694 |
| 2022 | Plan NameYHC WEALTH MANAGEMENT GROUP INC. PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$584,223 / $602,193 | 2022 | YHC WEALTH MANAGEMENT GROUP INC. PENSION PLAN - Plan #002 | 5 / 5 | $584,223 / $602,193 |
| 2021 | Plan NameYHC WEALTH MANAGEMENT GROUP INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$582,262 / $771,888 | 2021 | YHC WEALTH MANAGEMENT GROUP INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $582,262 / $771,888 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
YHC WEALTH MANAGEMENT GROUP, INC.
4675 Macarthur Ct, Newport Beach, Ca 92660-1823| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$68,600 Forgiven$69,183 LenderNewtek Small Business Finance, Inc. Jobs5 | 04/14/2020 | $68,600 | $69,183 | Newtek Small Business Finance, Inc. | 5 |
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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