Wetrust at 1168 W Lagoon Rd, Pleasanton, Ca 94566 lists Kai Nam Lee and Yee Kwan Po of Pleasanton, CA as the associates.
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Kai Nam Lee
Individual Agent
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1168 W LAGOON RD, PLEASANTON, CA 94566
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Kai Nam Lee
CEO
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1168 W LAGOON RD, PLEASANTON, CA 94566
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Kai Nam Lee
Chief Financial Officer
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1168 W LAGOON RD, PLEASANTON, CA 94566
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Kai Nam Lee
Director
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1168 W LAGOON RD, PLEASANTON, CA 94566
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Yee Kwan Po
Secretary
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1168 W LAGOON RD, PLEASANTON, CA 94566
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1168 W LAGOON RD, PLEASANTON, CA 94566
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameWETRUST 401(K) PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$19,178 / $21,214 | 2023 | WETRUST 401(K) PLAN - Plan #001 | 1 / 3 | $19,178 / $21,214 |
| 2022 | Plan NameWETRUST 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$698,849 / $19,178 | 2022 | WETRUST 401(K) PLAN - Plan #001 | 10 / 10 | $698,849 / $19,178 |
| 2021 | Plan NameWETRUST 401(K) PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$554,761 / $698,849 | 2021 | WETRUST 401(K) PLAN - Plan #001 | 11 / 10 | $554,761 / $698,849 |
| 2020 | Plan NameWETRUST 401(K) PLAN Plan #001 Participants BOY/EOY15 / 11 Assets BOY/EOY$473,898 / $554,761 | 2020 | WETRUST 401(K) PLAN - Plan #001 | 15 / 11 | $473,898 / $554,761 |
| 2019 | Plan NameWETRUST 401(K) PLAN Plan #001 Participants BOY/EOY19 / 15 Assets BOY/EOY$403,818 / $473,898 | 2019 | WETRUST 401(K) PLAN - Plan #001 | 19 / 15 | $403,818 / $473,898 |
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