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.
- 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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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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12348 HIGH BLUFF DRIVE 240, SAN DIEGO, CA 92130
View Map
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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 | ||
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| 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.
Person/City Match:Michael A Mays - San Diego, 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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