Ca Wealth Management Inc.

Murray, UT

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.

Registered In: Utah
Incorporation Date: 09/22/2016
Registration Type: Domestic
Company Type: Corporation - Domestic - Profit
Status: Active - Current
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Clayton Boyd Alexander Registered Agent

1285 W STEVENS LANE PO BOX 682, OAKLEY, UT 84055

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

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.

Address Match:764 E Winchester St Ste 100 Murray, UT

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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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