Rpg Wealth Management, Inc. at 16375 Viansa Way UNIT 102, Naples, FL 34110 lists California Holdings 1989, Llc of Carlsbad, CA and Robert Gillard of Naples, FL.
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Robert P. Gillard
Individual Agent
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16375 VIANSA WAY UNIT 102, NAPLES, FL 34110
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California Holdings 1989, Llc
Applicant
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4883 HILLSIDE DR, CARLSBAD, CA 92008
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Robert Gillard
CEO
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16375 VIANSA WAY UNIT 102, NAPLES, FL 34110
(View Past Addresses)
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Robert P Gillard
Chief Financial Officer
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16375 VIANSA WAY UNIT 102, NAPLES, FL 34110
(View Past Addresses)
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Robert Gillard
Director
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16375 VIANSA WAY UNIT 102, NAPLES, FL 34110
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Robert P Gillard
Secretary
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16375 VIANSA WAY UNIT 102, NAPLES, FL 34110
(View Past Addresses)
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16375 VIANSA WAY UNIT 102, NAPLES, FL 34110
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRPG WEALTH MANAGEMENT, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$575,672 / $684,275 | 2022 | RPG WEALTH MANAGEMENT, INC. CASH BALANCE PENSION PLAN - Plan #002 | 2 / 2 | $575,672 / $684,275 |
| 2022 | Plan NameRPG WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$653,829 / $628,128 | 2022 | RPG WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 1 | $653,829 / $628,128 |
| 2021 | Plan NameRPG WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$580,730 / $653,829 | 2021 | RPG WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $580,730 / $653,829 |
| 2021 | Plan NameRPG WEALTH MANAGEMENT, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$384,504 / $575,672 | 2021 | RPG WEALTH MANAGEMENT, INC. CASH BALANCE PENSION PLAN - Plan #002 | 2 / 2 | $384,504 / $575,672 |
| 2020 | Plan NameRPG WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$514,108 / $580,730 | 2020 | RPG WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $514,108 / $580,730 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$25,000 Forgiven$25,176 LenderUMB Bank, National Association Jobs2 | 04/28/2020 | $25,000 | $25,176 | UMB Bank, National Association | 2 |
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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