Sorensen Wealth Management, Inc.
California
Registered In
01/18/2018
Incorp. Date
Company Summary
Sorensen Wealth Management, Inc. at 2535 Townsgate Rd STE 213, Westlake Village, Ca 91361 lists Jeffery Sorensen and Shannon Sorensen of Westlake Village, 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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Donald W. Flaig
Individual Agent
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5707 CORSA AVE STE 104, WESTLAKE VILLAGE, CA 91362
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Jeffery Sorensen
CEO
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2535 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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Jeffery Sorensen
Chief Financial Officer
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2535 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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Jeffery Sorensen
Director
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2535 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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Shannon Sorensen
Director
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2535 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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Shannon Sorensen
Secretary
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2535 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
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Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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2535 TOWNSGATE RD STE 213, WESTLAKE VILLAGE, CA 91361
(Mailing)
View Map
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Financials
Financial Information for Sorensen Wealth Management, Inc.
Form 5500
SORENSEN WEALTH MANAGEMENT, INC.
2535 Townsgate Road, Suite 213, Westlake Village, Ca 91361 (805) 379-9870 EIN:82-4340644 Plan Admin:Jeffrey M. Sorensen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$405,573 / $519,867 | 2023 | SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $405,573 / $519,867 |
| 2022 | Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$360,483 / $405,573 | 2022 | SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $360,483 / $405,573 |
| 2021 | Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$185,479 / $360,483 | 2021 | SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $185,479 / $360,483 |
| 2020 | Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$68,666 / $185,479 | 2020 | SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $68,666 / $185,479 |
| 2019 | Plan NameSORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $68,666 | 2019 | SORENSEN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $0 / $68,666 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SORENSEN WEALTH MANAGEMENT INC
2535 Townsgate Road Suite 213, Westlake Village, Ca 91361| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$54,174 Forgiven$54,575 LenderWells Fargo Bank, National Association Jobs4 | 04/29/2020 | $54,174 | $54,575 | Wells Fargo Bank, National Association | 4 |
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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