Shoreline Wealth Management LLC
Utah
Registered In
08/22/2012
Incorp. Date
Company Summary
Shoreline Wealth Management LLC at 1240 E 2100 S STE 400, Salt Lake City, Ut 84106 lists Bret A Yeargin of Salt Lake City, UT.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Llc - Domestic
- Status
- Active - Current
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Bret A Yeargin
Registered Agent
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1240 E 2100 S STE 400, SALT LAKE CITY, UT 84106
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1240 E 2100 S STE 400, SALT LAKE CITY, UT 84106
View Map
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Financial Information for Shoreline Wealth Management LLC
Form 5500
SHORELINE WEALTH MANAGEMENT LLC
1240 East 2100 South, Suite 400, Salt Lake City, Ut 84106 (801) 456-9888 EIN:46-0837694 Plan Admin:Carrie Lamprecht| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$741,445 / $993,540 | 2023 | SHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 3 / 3 | $741,445 / $993,540 |
| 2022 | Plan NameSHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$876,915 / $741,445 | 2022 | SHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 3 / 3 | $876,915 / $741,445 |
| 2021 | Plan NameSHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$701,296 / $876,915 | 2021 | SHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 3 / 3 | $701,296 / $876,915 |
| 2020 | Plan NameSHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$507,719 / $701,296 | 2020 | SHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 3 / 3 | $507,719 / $701,296 |
| 2019 | Plan NameSHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$352,548 / $507,719 | 2019 | SHORELINE WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 3 / 3 | $352,548 / $507,719 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SHORELINE WEALTH MANAGEMENT
1240 East 2100 South Ste. 400, Salt Lake City, Ut 84106 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$20,530 Forgiven$20,668 LenderWells Fargo Bank, National Association Jobs3 | 05/01/2020 | $20,530 | $20,668 | Wells Fargo Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:1240 E 2100 S Ste 400 Salt Lake City, UT
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Person/City Match:Bret A Yeargin - Salt Lake City, UT
|
Yeargin Holdings LLC
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|
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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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