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.
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Rocket Corporate Services Inc.
Registered 1505 Agent
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101 2ND ST 4TH FL 400, SAN FRANCISCO, CA 94105
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Robert Gillooly
CEO
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2027 FOURTH ST STE 203, BERKELEY, CA 94710
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Shannon Lemon
Chief Financial Officer
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2027 FOURTH ST STE 203, BERKELEY, CA 94710
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Robert Gillooly
Secretary
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2027 FOURTH ST STE 203, BERKELEY, CA 94710
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2027 FOURTH ST STE 203, BERKELEY, CA 94710
(Mailing)
View Map
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| 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 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor