Oakwood Wealth Partners

Irvine, CA

California

Registered In

01/13/2020

Incorp. Date

Company Summary

Oakwood Wealth Partners at 17400 Laguna Canyon Rd STE 125, Irvine, Ca 92618 lists Michael Dean Lockwood and Michelle Catherine Lockwood of Irvine, CA.

Overview

Registered In

California

Incorporation Date

01/13/2020

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Michael Lockwood Individual Agent	17400 LAGUNA CANYON RD STE 125, IRVINE, CA 92618 (View Past Addresses)
Michael Dean Lockwood CEO	17400 LAGUNA CANYON RD STE 125, IRVINE, CA 92618 (View Past Addresses)
Michael Dean Lockwood Chief Financial Officer	17400 LAGUNA CANYON RD STE 125, IRVINE, CA 92618 (View Past Addresses)
Michelle Catherine Lockwood Director	17400 LAGUNA CANYON RD STE 125, IRVINE, CA 92618 (View Past Addresses)
Michael Dean Lockwood Secretary	17400 LAGUNA CANYON RD STE 125, IRVINE, CA 92618 (View Past Addresses)

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

17400 LAGUNA CANYON RD STE 125, IRVINE, CA 92618 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Oakwood Wealth Partners

Form 5500

OAKWOOD WEALTH PARTNERS

17400 Laguna Canyon Rd, Suite 125, Irvine, Ca 92618 (949) 341-4288 EIN:84-3883837 Plan Admin:Shirley Horner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOAKWOOD WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 9 Assets BOY/EOY$68,339 / $108,545	2023	OAKWOOD WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 9	$68,339 / $108,545
2022	Plan NameOAKWOOD WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$51,327 / $68,339	2022	OAKWOOD WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 5	$51,327 / $68,339

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:17400 Laguna Canyon Rd Ste 125 Irvine, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor