Weise Financial Services

California
Registered In
12/21/2012
Incorp. Date

Company Summary

Weise Financial Services at 6020 Commerce Blvd STE 127, Rohnert Park, Ca 94928 lists Ken Weise of Rohnert Park, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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Ken Weise Individual Agent
6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
Ken Weise CEO
6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
Ken Weise Chief Financial Officer
6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
Ken Weise Director
6020 COMMERCE BLVD, ROHNERT PARK, CA 94928
Ken Weise Secretary
6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
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6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928 (Mailing) View Map

Financial Information for Weise Financial Services

Form 5500

WEISE FINANCIAL SERVICES

884 3rd Street Suite A, Santa Rosa, Ca 95404 (707) 284-2975 EIN:46-1613395 Plan Admin:Ken Weise
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$273,725 / $276,169 2022 WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $273,725 / $276,169
2021 Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$169,985 / $273,725 2021 WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $169,985 / $273,725
2020 Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$60,004 / $169,985 2020 WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 5 / 6 $60,004 / $169,985
2019 Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $60,004 2019 WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $0 / $60,004
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WEISE FINANCIAL SERVICES

6020 Commerce Blvd, Rohnert Park, Ca 94928-2179 Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$94,680 Forgiven$95,412 LenderExchange Bank Jobs6 04/28/2020 $94,680 $95,412 Exchange Bank 6
PPP Loans based on Paycheck Protection Program.
Address Match:6020 Commerce Blvd Ste 127 Rohnert Park, CA
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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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