Ca Wealth Management Inc.

Utah
Registered In
09/22/2016
Incorp. Date

Company Summary

Ca Wealth Management Inc. at 764 E Winchester ST STE 100, Murray, Ut 84107 lists Clayton Boyd Alexander of Oakley, UT.

Overview

Registered In
Utah
Incorporation Date
Company Type
Corporation - Domestic - Profit
Status
Active - Current
Registration Type
Domestic
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People

Clayton Boyd Alexander Registered Agent
1285 W STEVENS LANE PO BOX 682, OAKLEY, UT 84055

Map & Locations

764 E WINCHESTER ST STE 100, MURRAY, UT 84107 View Map

Financials

Financial Information for Ca Wealth Management Inc.

Form 5500

CA WEALTH MANAGEMENT, INC.

764 E. Winchester, Suite 100, Murray, Ut 84107 (844) 838-6600 EIN:81-3931075 Plan Admin:Douglas Ferrell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$186,259 / $361,963 2023 CA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 19 / 20 $186,259 / $361,963
2022 Plan NameCA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$166,444 / $186,259 2022 CA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 16 / 19 $166,444 / $186,259
2021 Plan NameCA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 15 Assets BOY/EOY$41,889 / $166,444 2021 CA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 11 / 15 $41,889 / $166,444
2020 Plan NameCA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$0 / $41,889 2020 CA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 9 / 9 $0 / $41,889
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CA WEALTH MANAGEMENT

764 E Winchester #100, Salt Lake City, Ut 84107-7565 Industry:All Other Insurance Related Activities
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$100,900 Forgiven$101,587 LenderMountain America FCU Jobs10 04/06/2020 $100,900 $101,587 Mountain America FCU 10
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:764 E Winchester St Murray, UT
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Sources

The following government agencies have contributed data:

• Utah Division of Corporations and Commercial Code • U.S. Department of Labor • U.S. Small Business Administration
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