Valley Wealth Management, Inc.

California
Registered In
12/30/2020
Incorp. Date

Company Summary

Valley Wealth Management, Inc. at 7461 N First ST STE 104, Fresno, Ca 93720 lists Warren S. Lowe and Eric Van Valkenburg of Fresno, CA as the associates.

Overview

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

Warren S. Lowe Individual Agent
7461 N FIRST ST STE 104, FRESNO, CA 93720
Warren S. Lowe CEO
7461 N FIRST ST STE 104, FRESNO, CA 93720
Warren S. Lowe Chief Financial Officer
7461 N FIRST ST STE 104, FRESNO, CA 93720
Eric Van Valkenburg Director
7461 N FIRST ST STE 104, FRESNO, CA 93720
Warren S. Lowe Director
7461 N FIRST ST STE 104, FRESNO, CA 93720
Eric Van Valkenburg Secretary
7461 N FIRST ST STE 104, FRESNO, CA 93720

Map & Locations

7461 N FIRST ST STE 104, FRESNO, CA 93720 View Map

Financials

Financial Information for Valley Wealth Management, Inc.

Form 5500

VALLEY WEALTH MANAGEMENT, INC.

7461 N. 1st Street, Suite 104, Fresno, Ca 93720 (559) 438-1163 EIN:30-1256513 Plan Admin:Eric Van Valkenburg
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameVALLEY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$147,893 / $330,304 2023 VALLEY WEALTH MANAGEMENT 401(K) PLAN - Plan #001 4 / 4 $147,893 / $330,304
2022 Plan NameVALLEY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$68,762 / $147,893 2022 VALLEY WEALTH MANAGEMENT 401(K) PLAN - Plan #001 4 / 4 $68,762 / $147,893
2021 Plan NameVALLEY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $68,762 2021 VALLEY WEALTH MANAGEMENT 401(K) PLAN - Plan #001 0 / 4 $0 / $68,762
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

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