Ng Wealth Advisors, Inc.
California
Registered In
01/01/2017
Incorp. Date
Company Summary
Ng Wealth Advisors, Inc. at 2255 Contra Costa Blvd STE 301, Pleasant Hill, Ca 94523 lists Sally Woo Ng and Carla Erin Ng of Pleasant Hill, 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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Harold Ng
Individual Agent
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
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Sally Woo Ng
CEO
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
(View Past Addresses)
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Carla Erin Ng
Chief Financial Officer
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
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Harold Ng
Director
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
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Sally Woo Ng
Director
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
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Jeanette Sonya Ng
Director
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
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Jeanette Sonya Ng
Secretary
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
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2255 CONTRA COSTA BLVD STE 301, PLEASANT HILL, CA 94523
View Map
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Financial Information for Ng Wealth Advisors, Inc.
Form 5500
NG WEALTH ADVISORS, INC.
15 Knickerbocker Ln, Orinda, Ca 94563 (925) 937-6381 EIN:81-4873059 Plan Admin:Earl Sanders| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameNG WEALTH ADVISORS, INC., 401(K) PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $0 | 2022 | NG WEALTH ADVISORS, INC., 401(K) PLAN - Plan #002 | 3 / 4 | $0 / $0 |
| 2021 | Plan NameNG WEALTH ADVISORS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 | 2021 | NG WEALTH ADVISORS, INC. 401(K) PLAN - Plan #002 | 3 / 3 | $0 / $0 |
| 2020 | Plan NameNG WEALTH ADVISORS, INC.DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY2 / 0 Assets BOY/EOY$1,756,966 / $0 | 2020 | NG WEALTH ADVISORS, INC.DEFINED BENEFIT PENSION PLAN - Plan #003 | 2 / 0 | $1,756,966 / $0 |
| 2020 | Plan NameNG WEALTH ADVISORS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 | 2020 | NG WEALTH ADVISORS, INC. 401(K) PLAN - Plan #002 | 3 / 3 | $0 / $0 |
| 2019 | Plan NameNG WEALTH ADVISORS, INC.DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,184,331 / $1,756,966 | 2019 | NG WEALTH ADVISORS, INC.DEFINED BENEFIT PENSION PLAN - Plan #003 | 2 / 2 | $1,184,331 / $1,756,966 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
NG WEALTH ADVISORS INC
1350 Treat Blvd STE 390, Walnut Creek, Ca 94597-7960| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/01/2020 | Approved$59,958 Forgiven$60,467 LenderBank of America, National Association Jobs4 | 05/01/2020 | $59,958 | $60,467 | Bank of America, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:2255 Contra Costa Blvd Ste 301 Pleasant Hill, CA
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Address Match:2255 Contra Costa Blvd Pleasant Hill, CA
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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