Dsi Wealth Management Group, Inc.
California
Registered In
06/14/2012
Incorp. Date
Company Summary
Dsi Wealth Management Group, Inc. at 1000 Lakes Dr STE 420, West Covina, Ca 91790 lists Chad M Beck and Jessica A Beck of West Covina, CA as the associates.
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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Chad M Beck
Individual Agent
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1000 LAKES DR STE 420, WEST COVINA, CA 91790
(View Past Addresses)
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Chad M Beck
CEO
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1000 LAKES DR STE 420, WEST COVINA, CA 91790
(View Past Addresses)
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Chad M Beck
Chief Financial Officer
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1000 LAKES DR STE 420, WEST COVINA, CA 91790
(View Past Addresses)
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Chad M Beck
Director
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1000 LAKES DR STE 420, WEST COVINA, CA 91790
(View Past Addresses)
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Jessica A Beck
Secretary
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1000 LAKES DR STE 420, WEST COVINA, CA 91790
(View Past Addresses)
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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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1000 LAKES DR STE 420, WEST COVINA, CA 91790
(Mailing)
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Dsi Wealth Management Group, Inc.
Form 5500
DSI WEALTH MANAGEMENT GROUP, INC.
2492 Sierra Drive, Upland, Ca 91784 (626) 919-3456 EIN:46-0734509 Plan Admin:Chad Beck| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameDSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,915,479 / $1,610,920 | 2022 | DSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #003 | 5 / 5 | $1,915,479 / $1,610,920 |
| 2021 | Plan NameJOSEPH RUBINSTEIN DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,835,279 / $2,204,735 | 2021 | JOSEPH RUBINSTEIN DEFINED BENEFIT PENSION PLAN - Plan #002 | 6 / 6 | $1,835,279 / $2,204,735 |
| 2021 | Plan NameDSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,609,012 / $1,915,479 | 2021 | DSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #003 | 5 / 5 | $1,609,012 / $1,915,479 |
| 2020 | Plan NameJOSEPH RUBINSTEIN DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,367,200 / $1,835,279 | 2020 | JOSEPH RUBINSTEIN DEFINED BENEFIT PENSION PLAN - Plan #002 | 7 / 6 | $1,367,200 / $1,835,279 |
| 2020 | Plan NameDSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,233,194 / $1,609,012 | 2020 | DSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #003 | 6 / 5 | $1,233,194 / $1,609,012 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DSI WEALTH MANAGEMENT GROUP, INC.
1000 Lakes Dr, West Covina, Ca 91790-2928| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$145,359 Forgiven$146,924 LenderLendistry SBLC, LLC Jobs6 | 04/28/2020 | $145,359 | $146,924 | Lendistry SBLC, LLC | 6 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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Registered in California
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Registered in California
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|
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|
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Registered in California
|
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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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