Silver Oak Wealth Advisors Services LLC
Montana
Registered In
10/04/2021
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Silver Oak Wealth Advisors Services LLC at 10940 Wilshire Blvd 975 Silver Oak Wealth Advisors, Los Angeles, Ca 90024 lists Alyssa L Crews of Missoula, MT.
- Registered In
- Montana
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Foreign Limited Liability Company
- Status
- Active-Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Alyssa L Crews
Registered Agent
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5892 VANG CT, MISSOULA, MT 59804
|
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10940 WILSHIRE BLVD 975 SILVER OAK WEALTH ADVISORS, LOS ANGELES, CA 90024
(Mailing)
View Map
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Financial Information for Silver Oak Wealth Advisors Services LLC
Form 5500
SILVER OAK WEALTH ADVISORS SERVICES, LLC
10940 Wilshire Blvd. Suite 975, Los Angeles, Ca 90024 (310) 207-4800 EIN:82-2600413 Plan Admin:Linda Cao| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,079,305 / $1,005,237 | 2022 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,079,305 / $1,005,237 |
| 2021 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$803,504 / $1,079,305 | 2021 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $803,504 / $1,079,305 |
| 2020 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$744,660 / $803,504 | 2020 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 4 | $744,660 / $803,504 |
| 2019 | Plan NameSILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$977,372 / $744,660 | 2019 | SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $977,372 / $744,660 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SILVER OAK WEALTH ADVISORS SERVICES LLC
10866 Wilshire Blvd., Suite 1270, Los Angeles, CA 90024 Industry:All Other Professional, Scientific, and Technical Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$90,700 Forgiven$91,880 LenderLive Oak Banking Company Jobs4 | 04/06/2020 | $90,700 | $91,880 | Live Oak Banking Company | 4 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration
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