Pantheon Wealth Planning
California
Registered In
12/17/2012
Incorp. Date
Company Summary
Pantheon Wealth Planning at 1798 Technology Dr STE 200, San Jose, Ca 95110 lists Sheri Hsien Hua Pan and Sheri Hsien-Hua Pan of San Jose, CA as the associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Sheri Hsien Hua Pan
Individual Agent
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1798 TECHNOLOGY DR STE 200, SAN JOSE, CA 95110
(View Past Addresses)
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Sheri Hsien Hua Pan
CEO
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1798 TECHNOLOGY DRIVE 200, SAN JOSE, CA 95110
(View Past Addresses)
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Sheri Hsien Hua Pan
Chief Financial Officer
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1798 TECHNOLOGY DRIVE 200, SAN JOSE, CA 95110
(View Past Addresses)
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Sheri Hsien-Hua Pan
Director
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1798 TECHNOLOGY DR STE 200, SAN JOSE, CA 95110
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Sheri Hsien Hua Pan
Secretary
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1798 TECHNOLOGY DRIVE 200, SAN JOSE, CA 95110
(View Past Addresses)
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1798 TECHNOLOGY DR STE 200, SAN JOSE, CA 95110
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Financial Information for Pantheon Wealth Planning
Form 5500
PANTHEON WEALTH PLANNING
1798 Technology Drive #200, San Jose, Ca 95110 (408) 404-8282 EIN:46-1605584 Plan Admin:Sheri Pan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePANTHEON WEALTH PLANNING 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,196,734 / $1,248,724 | 2022 | PANTHEON WEALTH PLANNING 401K PLAN - Plan #001 | 5 / 5 | $1,196,734 / $1,248,724 |
| 2022 | Plan NamePANTHEON WEALTH PLANNING DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$372,954 / $0 | 2022 | PANTHEON WEALTH PLANNING DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 0 | $372,954 / $0 |
| 2021 | Plan NamePANTHEON WEALTH PLANNING 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$853,066 / $1,196,734 | 2021 | PANTHEON WEALTH PLANNING 401K PLAN - Plan #001 | 5 / 5 | $853,066 / $1,196,734 |
| 2021 | Plan NamePANTHEON WEALTH PLANNING DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$260,670 / $372,954 | 2021 | PANTHEON WEALTH PLANNING DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 3 | $260,670 / $372,954 |
| 2020 | Plan NamePANTHEON WEALTH PLANNING 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$629,216 / $853,066 | 2020 | PANTHEON WEALTH PLANNING 401K PLAN - Plan #001 | 4 / 4 | $629,216 / $853,066 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PANTHEON WEALTH PLANNING
1754 Technology Dr, San Jose, Ca 95110-1320 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$58,440 Forgiven$58,933 LenderBeacon Business Bank, National Association Jobs4 | 04/28/2020 | $58,440 | $58,933 | Beacon Business Bank, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:1798 Technology Dr Ste 200 San Jose, CA
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Address Match:1798 Technology Dr San Jose, CA
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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