Omega Investment Management
California
Registered In
12/29/2015
Incorp. Date
Company Summary
Omega Investment Management in Walnut Creek, CA lists 441 Fernleaf Association, Inc. of Corona Del Mar, CA and Kathy Steinbrecher of Walnut Creek, CA
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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Kathy Steinbrecher
Individual Agent
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1230 MONTICELLO RD, LAFAYETTE, CA 94549
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441 Fernleaf Association, Inc.
Applicant
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2675 2ND AVE, CORONA DEL MAR, CA 92625
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Kathy Steinbrecher
CEO
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1255 TREAT BLVD STE 300, WALNUT CREEK, CA 94597
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Alexandria Ladra Steinbrecher
Chief Financial Officer
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1230 MONTICELLO RD, LAFAYETTE, CA 94549-3026
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Kathy Ladra Steinbrecher
Director
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1230 MONTICELLO RD, LAFAYETTE, CA 94549
(View Past Addresses)
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Dominique Ladra Steinbrecher
Secretary
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1230 MONTICELLO RD, LAFAYETTE, CA 94549-3026
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Showing current associates only (6 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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1255 TREAT BLVD STE 300, WALNUT CREEK, CA 94597
(Mailing)
View Map
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Financials
Financial Information for Omega Investment Management
Form 5500
OMEGA INVESTMENT MANAGEMENT
1255 Treat Blvd. Suite 300, Walnut Creek, Ca 94597 (925) 385-0407 EIN:81-1044397 Plan Admin:Kathy L Steinbrecher| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOMEGA INVESTMENT MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$256,605 / $363,230 | 2023 | OMEGA INVESTMENT MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 5 | $256,605 / $363,230 |
| 2022 | Plan NameOMEGA INVESTMENT MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$280,425 / $256,605 | 2022 | OMEGA INVESTMENT MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 6 | $280,425 / $256,605 |
| 2021 | Plan NameOMEGA INVESTMENT MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$30,425 / $280,425 | 2021 | OMEGA INVESTMENT MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $30,425 / $280,425 |
| 2020 | Plan NameOMEGA INVESTMENT MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$7,098 / $30,425 | 2020 | OMEGA INVESTMENT MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $7,098 / $30,425 |
| 2019 | Plan NameOMEGA INVESTMENT MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$0 / $7,098 | 2019 | OMEGA INVESTMENT MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 5 | $0 / $7,098 |
Benefit & Retirement Plans based on Form 5500.
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|
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|
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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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