Kasen Wealth Management, Inc.

Burbank, CA

California

Registered In

02/13/2015

Incorp. Date

Company Summary

Kasen Wealth Management, Inc. at 3500 W Olive Ave STE 560, Burbank, Ca 91505 lists Jill H Kasen of Studio City, CA and Noah D Klein of Van Nuys, CA.

Jill H Kasen Individual Agent	3500 W OLIVE AVE STE 560, BURBANK, CA 91505
Jill H Kasen CEO	12021 GUERIN ST UNIT 307, STUDIO CITY, CA 91604
Noah D Klein Chief Financial Officer	6125 FULTON AVE # 1, VAN NUYS, CA 91401
Jill H Kasen Director	12021 GUERIN ST # 307, STUDIO CITY, CA 91604 (View Past Addresses)
Noah D Klein Secretary	6125 FULTON AVE # 1, VAN NUYS, CA 91401

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3500 W OLIVE AVE STE 560, BURBANK, CA 91505 (Mailing) View Map

Form 5500

3500 W Olive Avenue, Suite 560, Burbank, Ca 91505 (818) 752-9977 EIN:47-3209906 Plan Admin:Jill H. Kasen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE FINANCIAL DESTINATIONS GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$140,000 / $239,413	2022	THE FINANCIAL DESTINATIONS GROUP CASH BALANCE PLAN - Plan #002	2 / 2	$140,000 / $239,413
2022	Plan NameTHE FINANCIAL DESTINATIONS GROUP 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$38,811 / $63,088	2022	THE FINANCIAL DESTINATIONS GROUP 401(K) PLAN - Plan #001	2 / 2	$38,811 / $63,088

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3500 W Olive Ave Ste 560, Burbank, CA 91505-5536 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
02/13/2021	Approved$23,957 Forgiven$24,136 LenderJPMorgan Chase Bank, National Association Jobs2	02/13/2021	$23,957	$24,136	JPMorgan Chase Bank, National Association	2
05/01/2020	Approved$17,960 Forgiven$18,155 LenderJPMorgan Chase Bank, National Association Jobs2	05/01/2020	$17,960	$18,155	JPMorgan Chase Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:3500 W Olive Ave Burbank, 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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