Salient Wealth Planning Group, Inc.

California
Registered In
02/19/2021
Incorp. Date

Company Summary

Salient Wealth Planning Group, Inc. at 100 N Pacific Coast Hwy STE 2025, El Segundo, Ca 90245 lists John Paul Schlatter of El Segundo, CA as the associate.

Overview

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

John Paul Schlatter Individual Agent
100 N PACIFIC COAST HWY STE 2025, EL SEGUNDO, CA 90245 (View Past Addresses)
John Paul Schlatter CEO
100 N PACIFIC COAST HWY STE 2025, EL SEGUNDO, CA 90245 (View Past Addresses)
John Paul Schlatter Chief Financial Officer
100 N PACIFIC COAST HWY STE 2025, EL SEGUNDO, CA 90245 (View Past Addresses)
John Paul Schlatter Secretary
100 N PACIFIC COAST HWY STE 2025, EL SEGUNDO, CA 90245 (View Past Addresses)
Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

100 N PACIFIC COAST HWY STE 2025, EL SEGUNDO, CA 90245 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 Salient Wealth Planning Group, Inc.

Form 5500

SALIENT WEALTH PLANNING GROUP, INC.

1230 Rosecrans Avenue, Suite 350, Manhattan Beach, Ca 90266 (310) 531-1021 EIN:86-2448236 Plan Admin:Robert Miera
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSALIENT WEALTH PLANNING GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$222,500 / $441,529 2022 SALIENT WEALTH PLANNING GROUP CASH BALANCE PLAN - Plan #002 4 / 5 $222,500 / $441,529
2022 Plan NameSALIENT WEALTH PLANNING GROUP PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$23,260 / $44,459 2022 SALIENT WEALTH PLANNING GROUP PROFIT SHARING PLAN - Plan #001 4 / 4 $23,260 / $44,459
2021 Plan NameSALIENT WEALTH PLANNING GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $222,500 2021 SALIENT WEALTH PLANNING GROUP CASH BALANCE PLAN - Plan #002 0 / 4 $0 / $222,500
2021 Plan NameSALIENT WEALTH PLANNING GROUP PROFIT SHARING PLAN Plan #001 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $23,260 2021 SALIENT WEALTH PLANNING GROUP PROFIT SHARING PLAN - Plan #001 0 / 4 $0 / $23,260
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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