Jdh Wealth Management, LLC

Santa Rosa, CA

Idaho

Registered In

12/21/2021

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Jdh Wealth Management, LLC at 181 Concourse Blvd STE A, Santa Rosa, Ca 95403 lists Matthew J Delaney and Ralph John Jones of Santa Rosa, CA as associates.

Registered In: Idaho
Incorporation Date: 12/21/2021
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Limited Liability Company
Status: Active-Existing
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Dean L Cameron Commercial Registered Agent	700 W STATE ST 3RD FL IDAHO DEPARTMENT OF INSURANCE, BOISE, ID 83702
Matthew J Delaney Member	181 CONCOURSE BLVD STE A, SANTA ROSA, CA 95403
Ralph John Jones Member	181 CONCOURSE BLVD STE A, SANTA ROSA, CA 95403
Matthew Delaney Governor	181 CONCOURSE BLVD STE A, SANTA ROSA, CA 95403

181 CONCOURSE BLVD STE A, SANTA ROSA, CA 95403 View Map

Financial Information for Jdh Wealth Management, LLC

Form 5500

JDH WEALTH MANAGEMENT, LLC

181 Concourse Boulevard Suite A, Santa Rosa, Ca 95403 (707) 542-1110 EIN:68-0447781 Plan Admin:Matthew Delaney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJDH WEALTH 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$521,878 / $653,840	2023	JDH WEALTH 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$521,878 / $653,840
2022	Plan NameJDH WEALTH 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 5 Assets BOY/EOY$576,589 / $521,878	2022	JDH WEALTH 401(K) PROFIT SHARING PLAN - Plan #001	8 / 5	$576,589 / $521,878
2021	Plan NameJDH WEALTH 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY0 / 8 Assets BOY/EOY$0 / $576,589	2021	JDH WEALTH 401(K) PROFIT SHARING PLAN - Plan #001	0 / 8	$0 / $576,589

Benefit & Retirement Plans based on Form 5500.

PPP Loans

JDH WEALTH MANAGEMENT, LLC

181 Concourse Blvd, Santa Rosa, Ca 95403-8217 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$79,100 Forgiven$79,944 LenderPoppy Bank Jobs3	04/08/2020	$79,100	$79,944	Poppy Bank	3

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration

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