Insight Wealth Strategies, LLC

San Ramon, CA

Texas

Registered In

06/07/2018

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Insight Wealth Strategies, LLC at 5000 Executive Pkwy STE 420, San Ramon, Ca 94583 lists David Chazin of Danville, CA as the associate.

Overview

Registered In

Texas

Incorporation Date

06/07/2018

Company Type

Foreign Limited Liability Company (Llc)

Status

In Existence

Registration Type

Foreign

Foreign Jurisdiction

California

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People

Chad Seegers Registered Agent	1800 W LOOP S STE 1100, HOUSTON, TX 77027
David Chazin Managing Member	6142 MASSARA ST, DANVILLE, CA 94506

Map & Locations

5000 EXECUTIVE PKWY STE 420, SAN RAMON, CA 94583 View Map

Financials

Financial Information for Insight Wealth Strategies, LLC

Form 5500

INSIGHT WEALTH STRATEGIES, LLC

2603 Camino Ramon Suite 350, San Ramon, Ca 94583 (925) 659-8007 EIN:82-5323905 Plan Admin:Heather Noll

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY21 / 19 Assets BOY/EOY$1,157,039 / $1,620,479	2023	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	21 / 19	$1,157,039 / $1,620,479
2022	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY23 / 21 Assets BOY/EOY$1,290,286 / $1,157,039	2022	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	23 / 21	$1,290,286 / $1,157,039
2021	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$982,098 / $1,290,286	2021	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	22 / 23	$982,098 / $1,290,286
2021	Plan NameIWS RETIREMENT DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY17 / 0 Assets BOY/EOY$1,916,841 / $0	2021	IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST - Plan #002	17 / 0	$1,916,841 / $0
2020	Plan NameIWS RETIREMENT DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY28 / 17 Assets BOY/EOY$1,527,235 / $1,916,841	2020	IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST - Plan #002	28 / 17	$1,527,235 / $1,916,841
2020	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY26 / 21 Assets BOY/EOY$1,184,424 / $982,098	2020	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	26 / 21	$1,184,424 / $982,098
2019	Plan NameIWS RETIREMENT DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY23 / 28 Assets BOY/EOY$1,144,150 / $1,527,235	2019	IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST - Plan #002	23 / 28	$1,144,150 / $1,527,235
2019	Plan NameIWS RETIREMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY29 / 26 Assets BOY/EOY$457,126 / $1,184,424	2019	IWS RETIREMENT 401(K) PLAN & TRUST - Plan #001	29 / 26	$457,126 / $1,184,424

Benefit & Retirement Plans based on Form 5500.

PPP Loans

INSIGHT WEALTH STRATEGIES, LLC

5000 Executive Pkwy STE 420, San Ramon, Ca 94583 Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$494,325 Forgiven$499,492 LenderJPMorgan Chase Bank, National Association Jobs16	05/01/2020	$494,325	$499,492	JPMorgan Chase Bank, National Association	16

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:5000 Executive Pkwy Ste 420 San Ramon, CA

Insight Wealth Strategies, LLC Registered in California	San Ramon, CA		View Report
Golightly Wealth Advisors Registered in California	Walnut Creek, CA San Ramon, CA		View Report

Address Match:5000 Executive Pkwy San Ramon, CA

Cirata, Inc. Registered in California	San Ramon, CA	View Report
Abb Impell Corporation Registered in California	New York, NY San Ramon, CA (1 more)	View Report
Vectra Government Services Inc. Registered in California	San Ramon, CA Los Angeles, CA	View Report
Bluesky Financial Services, Inc. Registered in Idaho	San Ramon, CA	View Report
Lafferty Homes, Inc. Registered in California	San Ramon, CA Walnut Creek, CA	View Report
Building C - Meridian Vacaville Condominium Association Registered in California	San Ramon, CA	View Report
Keystone Deseret, LLC Registered in California	San Ramon, CA	View Report
Keystone Private Equity Opportunities II (Q), L.P. Registered in California	San Ramon, CA	View Report
Keystone Private Market Opportunities III, L.P. Registered in California	San Ramon, CA	View Report
Keystone Private Market Opportunities Ix (Q), L.P. Registered in California	San Ramon, CA	View Report
Keystone Private Market Opportunities Ix, L.P. Registered in California	San Ramon, CA	View Report
Keystone Private Market Opportunities Vi (Q), Lp Registered in California	San Ramon, CA	View Report
Keystone Private Market Opportunities Viii (Q), Lp Registered in California	San Ramon, CA	View Report
Keystone Real Estate Lending Fund (Q), Lp Registered in California	San Ramon, CA	View Report
Kfir Enterprises, LLC Registered in California	Sacramento, CA (1 more)	View Report
Lifestyle Mortgage, LLC Registered in California	San Ramon, CA (2 more)	View Report
Lk Opportunities Fund II (Q), Lp Registered in California	San Ramon, CA	View Report
Lk Opportunities Fund II, Lp Registered in California	San Ramon, CA	View Report
Meridian Manteca I, LLC Registered in California	Palo Alto, CA San Ramon, CA	View Report
The Recruiting Station, Inc. Registered in California	San Ramon, CA	View Report

Related Business Names:

Insight Global Wealth Strategies LLC Registered in Pennsylvania	Sewickley, PA		View Report
Insight Wealth Strategies, LLC Registered in Kansas	Wichita, KS		View Report

Person/City Match:Chad Seegers - Houston, TX

Generations Planning Group, LLC Registered in Texas	Houston, TX	View Report
The Geometric Group, LLC Registered in Texas	Houston, TX	View Report
Bfam Investments, LLC Registered in Texas	Houston, TX	View Report

Person/City Match:David Chazin - Danville, CA

Mcruiser, Inc. Registered in California	Danville, CA		View Report

View More in San Ramon, CA

Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration