Lilani Wealth Management, Inc.
California
Registered In
07/01/2022
Incorp. Date
Company Summary
Lilani Wealth Management, Inc. at 1624 Santa Clara Dr STE 160, Roseville, Ca 95661 lists Rashida Lilani of Roseville, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - Close
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Sheila Lamb Carroll
Individual Agent
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3600 AMERICAN RIVER DR STE 205, SACRAMENTO, CA 95864
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Rashida Lilani
CEO
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1624 SANTA CLARA DR STE 160, ROSEVILLE, CA 95661
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Rashida Lilani
Chief Financial Officer
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1624 SANTA CLARA DR STE 160, ROSEVILLE, CA 95661
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Rashida Lilani
Director
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1624 SANTA CLARA DR STE 160, ROSEVILLE, CA 95661
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Rashida Lilani
Secretary
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1624 SANTA CLARA DR STE 160, ROSEVILLE, CA 95661
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Map & Locations
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1624 SANTA CLARA DR STE 160, ROSEVILLE, CA 95661
View Map
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Financials
Financial Information for Lilani Wealth Management, Inc.
Form 5500
LILANI WEALTH MANAGEMENT, INC.
1624 Santa Clara Drive STE 160, Roseville, Ca 95661 (888) 521-6752 EIN:88-3113443 Plan Admin:Rashida Lilani| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLILANI WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$458,982 / $590,889 | 2023 | LILANI WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 4 | $458,982 / $590,889 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LILANI WEALTH MANAGEMENT
1624 Santa Clara Dr 235, Roseville, Ca 95661| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$20,833 Forgiven$21,048 LenderPNC Bank, National Association Jobs1 | 04/27/2020 | $20,833 | $21,048 | PNC Bank, National Association | 1 |
PPP Loans based on Paycheck Protection Program.
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Address Match:1624 Santa Clara Dr Roseville, CA
Person/City Match:Sheila Lamb Carroll - Sacramento, CA
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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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