Simplified Wealth Management, Inc.
California
Registered In
03/12/2021
Incorp. Date
Company Summary
Simplified Wealth Management, Inc. at 391 N Main ST STE 107, Corona, Ca 92878 lists Kenichi Igarashi Jr. and Suthipong Robert Chitrathorn of Corona, 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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Thomas W. Sardoni
Individual Agent
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3890 11TH ST STE 104, RIVERSIDE, CA 92501
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Kenichi Igarashi Jr.
CEO
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391 N MAIN ST STE 107, CORONA, CA 92878
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Suthipong Robert Chitrathorn
Chief Financial Officer
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391 N MAIN ST STE 107, CORONA, CA 92878
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Aaron N Johnson
Director
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391 N MAIN ST STE 107, CORONA, CA 92878
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Kenichi Igarashi
Director
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391 N MAIN ST STE 107, CORONA, CA 92878
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Suthipong Robert Chitrathorn
Director
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391 N MAIN ST STE 107, CORONA, CA 92878
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Aaron N Johnson
Secretary
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391 N MAIN ST STE 107, CORONA, CA 92878
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Map & Locations
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391 N MAIN ST STE 107, CORONA, CA 92878
View Map
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Financials
Financial Information for Simplified Wealth Management, Inc.
Form 5500
SIMPLIFIED WEALTH MANAGEMENT, INC.
391 N. Main St., Suite 107, Corona, Ca 92878 (951) 465-6404 EIN:86-3416013 Plan Admin:Kenichi Igarashi| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSIMPLIFIED WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$373,119 / $560,457 | 2023 | SIMPLIFIED WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 7 / 10 | $373,119 / $560,457 |
| 2022 | Plan NameSIMPLIFIED WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$465,345 / $373,119 | 2022 | SIMPLIFIED WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 7 / 7 | $465,345 / $373,119 |
| 2021 | Plan NameSIMPLIFIED WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $465,345 | 2021 | SIMPLIFIED WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 7 / 7 | $0 / $465,345 |
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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