Chandler Wealth Management, Inc.

California
Registered In
01/02/2020
Incorp. Date

Company Summary

Chandler Wealth Management, Inc. at 121 S Broome ST APT B, Waxhaw, Nc 28173 lists Keith Chandler of Waxhaw, NC as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Terminated
Registration Type
Domestic
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People

R. Steven Derryberry Individual Agent
41240 11TH ST W STE A, PALMDALE, CA 93551
Keith Chandler CEO
8163 KENSINGTON DRIVE SUITE C # 37, WAXHAW, NC 28173 (View Past Addresses)
Keith Chandler Chief Financial Officer
8163 KENSINGTON DRIVE SUITE C # 37, WAXHAW, NC 28173 (View Past Addresses)
Keith Chandler Secretary
8163 KENSINGTON DRIVE SUITE C # 37, WAXHAW, NC 28173 (View Past Addresses)
Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

624 COMMERCE AVE STE B, PALMDALE, CA 93551 View Map
121 S BROOME ST APT B, WAXHAW, NC 28173 View Map
8163 KENSINGTON DRIVE SUITE C # 37, WAXHAW, NC 28173 (Mailing) View Map
Showing current addresses only (3 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Chandler Wealth Management, Inc.

Form 5500

CHANDLER WEALTH MANAGEMENT, INC.

8163 Kensington Dr STE C, Pmb 37, Waxhaw, Nc 28173 (661) 225-9848 EIN:84-4162060 Plan Admin:Jacob Chandler
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 0 Assets BOY/EOY$529,193 / $0 2023 CHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #003 4 / 0 $529,193 / $0
2022 Plan NameCHANDLER WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,756,545 / $1,532,107 2022 CHANDLER WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 5 / 4 $1,756,545 / $1,532,107
2022 Plan NameCHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$479,052 / $529,193 2022 CHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #003 4 / 4 $479,052 / $529,193
2021 Plan NameCHANDLER WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$1,237,581 / $1,756,545 2021 CHANDLER WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 3 / 5 $1,237,581 / $1,756,545
2021 Plan NameCHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY2 / 4 Assets BOY/EOY$315,000 / $479,052 2021 CHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #003 2 / 4 $315,000 / $479,052
2020 Plan NameCHANDLER WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$498,537 / $1,237,581 2020 CHANDLER WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 4 / 3 $498,537 / $1,237,581
2020 Plan NameCHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $315,000 2020 CHANDLER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #003 2 / 2 $0 / $315,000
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CHANDLER WEALTH MANAGEMENT, INC.

624 Commerce Ave STE B, Palmdale, Ca 93551 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$44,490 Forgiven$44,872 LenderJPMorgan Chase Bank, National Association Jobs3 05/01/2020 $44,490 $44,872 JPMorgan Chase Bank, National Association 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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