Elmwood Wealth Management, Inc.

California
Registered In
12/17/2012
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Elmwood Wealth Management, Inc. at 2027 Fourth ST STE 203, Berkeley, Ca 94710 lists Robert Gillooly and Shannon Lemon of Berkeley, CA as the associates.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Stock Corporation - Out of State - Stock
Status
Active
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Rocket Corporate Services Inc. Registered 1505 Agent
101 2ND ST 4TH FL 400, SAN FRANCISCO, CA 94105
Robert Gillooly CEO
2027 FOURTH ST STE 203, BERKELEY, CA 94710
Shannon Lemon Chief Financial Officer
2027 FOURTH ST STE 203, BERKELEY, CA 94710
Robert Gillooly Secretary
2027 FOURTH ST STE 203, BERKELEY, CA 94710
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2027 FOURTH ST STE 203, BERKELEY, CA 94710 (Mailing) View Map

Financial Information for Elmwood Wealth Management, Inc.

Form 5500

ELMWOOD WEALTH MANAGEMENT, INC.

2811 Kelsey Street, Berkley, Ca 94705 (510) 858-2721 EIN:46-0994457 Plan Admin:Robert Gillooly
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$872,929 / $1,183,008 2023 ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 4 / 5 $872,929 / $1,183,008
2022 Plan NameELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$804,707 / $872,929 2022 ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 4 / 4 $804,707 / $872,929
2021 Plan NameELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$574,854 / $804,707 2021 ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 4 / 4 $574,854 / $804,707
2020 Plan NameELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$372,646 / $574,854 2020 ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 4 / 4 $372,646 / $574,854
2019 Plan NameELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$177,072 / $372,646 2019 ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 4 / 4 $177,072 / $372,646
Benefit & Retirement Plans based on Form 5500.
Street Match:Fourth St Berkeley, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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