Courtney Wealth Management, Inc.
California
Registered In
03/23/2017
Incorp. Date
Company Summary
Courtney Wealth Management, Inc. at 2945 Townsgate Rd STE 120, Westlake Village, Ca 91361 lists Jon Courtney of Westlake Village, CA as the associate.
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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Adam K Treiger
Individual Agent
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4590 E THOUSAND OAKS BLVD STE 100, WESTLAKE VILLAGE, CA 91362
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Jon Courtney
CEO
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2945 TOWNSGATE RD STE 120, WESTLAKE VILLAGE, CA 91361
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Jon Courtney
Chief Financial Officer
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2945 TOWNSGATE RD STE 120, WESTLAKE VILLAGE, CA 91361
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Jon Courtney
Director
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2945 TOWNSGATE RD STE 120, WESTLAKE VILLAGE, CA 91361-5865
(View Past Addresses)
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Jon Courtney
Secretary
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2945 TOWNSGATE RD STE 120, WESTLAKE VILLAGE, CA 91361
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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2945 TOWNSGATE RD STE 120, WESTLAKE VILLAGE, CA 91361
(Mailing)
View Map
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Financials
Financial Information for Courtney Wealth Management, Inc.
Form 5500
COURTNEY WEALTH MANAGEMENT, INC.
2945 Townsgate Rd., Suite 120, Westlake Village, Ca 91361 (805) 603-4960 EIN:82-0968684 Plan Admin:Jon W. Courtney| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOURTNEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$97,717 / $159,894 | 2023 | COURTNEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 7 / 6 | $97,717 / $159,894 |
| 2022 | Plan NameCOURTNEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$6,243 / $97,717 | 2022 | COURTNEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 7 | $6,243 / $97,717 |
| 2021 | Plan NameCOURTNEY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $6,243 | 2021 | COURTNEY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $0 / $6,243 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COURTNEY WEALTH MANAGEMENT, INC.
2945 Townsgate Rd. Suite 120, Westlake Village, CA 91361 Industry:Executive Search Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$51,400 Forgiven$51,813 LenderCustomers Bank Jobs3 | 04/13/2020 | $51,400 | $51,813 | Customers Bank | 3 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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