Jsmd Wealth Management
California
Registered In
03/12/2013
Incorp. Date
Company Summary
Jsmd Wealth Management at 12348 High Bluff Drive 240, San Diego, Ca 92130 lists James B Pierik and Michael A Mays of San Diego, CA as 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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Michael A Mays
Individual Agent
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12348 HIGH BLUFF DRIVE 240, SAN DIEGO, CA 92130
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James B Pierik
CEO
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12348 HIGH BLUFF DRIVE 240, SAN DIEGO, CA 92130
(View Past Addresses)
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Michael A Mays
Chief Financial Officer
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12348 HIGH BLUFF DRIVE 240, SAN DIEGO, CA 92130
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James B Pierik
Director
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12348 HIGH BLUFF DRIVE 240, SAN DIEGO, CA 92130
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Thomas B Strohl
Secretary
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12348 HIGH BLUFF DRIVE 240, SAN DIEGO, CA 92130
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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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12348 HIGH BLUFF DRIVE 240, SAN DIEGO, CA 92130
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 Jsmd Wealth Management
Form 5500
JSMD WEALTH MANAGEMENT
12340 El Camino Real ST 375, San Diego, Ca 92130 (858) 764-3813 EIN:46-2362065 Plan Admin:James Pierik| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameJSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 2 Assets BOY/EOY$481,470 / $0 | 2022 | JSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 2 | $481,470 / $0 |
| 2021 | Plan NameJSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$560,653 / $481,470 | 2021 | JSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 7 | $560,653 / $481,470 |
| 2020 | Plan NameJSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$354,003 / $560,653 | 2020 | JSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $354,003 / $560,653 |
| 2019 | Plan NameJSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$491,279 / $354,003 | 2019 | JSMD WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 6 | $491,279 / $354,003 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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