Pacific Excel Wealth Advisors, Inc.

California
Registered In
05/20/2013
Incorp. Date

Company Summary

Pacific Excel Wealth Advisors, Inc. in Walnut Creek, CA lists First Data Merchant Services Llc of Brookfield, WI and Nathan Sadowski of Walnut Creek, CA

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Nathan Sadowski Individual Agent
925 YGNACIO VALLEY RD STE 200, WALNUT CREEK, CA 94596
First Data Merchant Services Llc Applicant
PO BOX 979, BROOKFIELD, WI 53008
Nathan Sadowski CEO
925 YGNACIO VALLEY RD STE 200, WALNUT CREEK, CA 94596
Nathan Sadowski Chief Financial Officer
925 YGNACIO VALLEY RD STE 200, WALNUT CREEK, CA 94596
Nathan Sadowski Director
925 YGNACIO VALLEY RD STE 200, WALNUT CREEK, CA 94596
Nathan Sadowski Secretary
925 YGNACIO VALLEY RD STE 200, WALNUT CREEK, CA 94596
Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

925 YGNACIO VALLEY RD STE 200, WALNUT CREEK, CA 94596 (Mailing) View Map

Financials

Financial Information for Pacific Excel Wealth Advisors, Inc.

Form 5500

PACIFIC EXCEL WEALTH ADVISORS, INC.

925 Ygnacio Valley Rd. Ste. 200, Walnut Creek, Ca 94596 (925) 464-7445 EIN:46-3269244 Plan Admin:Nathan Sadowski
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$105,767 / $142,627 2022 PACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $105,767 / $142,627
2021 Plan NamePACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$32,755 / $105,767 2021 PACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 2 / 4 $32,755 / $105,767
2020 Plan NamePACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $32,755 2020 PACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $0 / $32,755
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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