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| Company Name: | CENTRAL COAST WEALTH MANAGEMENT LLC |
| Employer identification number (EIN): | 223973915 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
Additional information about CENTRAL COAST WEALTH MANAGEMENT LLC
| Jurisdiction of Incorporation: | |
| Incorporation Date: | |
| Company Identification Number: |
More information about CENTRAL COAST WEALTH MANAGEMENT LLC
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2009-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2009-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-07-08 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN | 2011-01-01 | 2008-01-01 |
| 002 | CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN | 2016-01-01 | 2008-01-01 |
| 003 | CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 | 2020-01-01 | 2008-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2022-09-15 | Employer Contributions | $ 400,000 | |||
| 2022-09-15 | Employee Contributions | $ 400,000 | |||
| 2019-09-10 | Employer Contributions | $ 50,000 | |||
| 2019-09-10 | Employee Contributions | $ 50,000 | |||
| 2016-09-12 | Employer Contributions | $ 20,000 | |||
| 2016-09-12 | Employee Contributions | $ 20,000 | |||
| 2016-02-02 | Employer Contributions | $ 125,000 | |||
| 2016-02-02 | Employee Contributions | $ 125,000 | |||
| 2015-05-12 | Employer Contributions | $ 75,001 | |||
| 2015-05-12 | Employee Contributions | $ 75,001 | |||
| 2013-08-02 | Employer Contributions | $ 63,276 | |||
| 2013-08-02 | Employee Contributions | $ 63,276 | |||
| 2012-06-12 | Employer Contributions | $ 77,000 | |||
| 2012-06-12 | Employee Contributions | $ 77,000 | |||
| 2012-01-17 | Employer Contributions | $ 50,000 | |||
| 2012-01-17 | Employee Contributions | $ 50,000 | |||
| 2011-11-02 | Employer Contributions | $ 15,000 | |||
| 2011-11-02 | Employee Contributions | $ 15,000 | |||
| 2011-09-12 | Employer Contributions | $ 20,000 | |||
| 2011-09-12 | Employee Contributions | $ 20,000 | |||
| 2011-09-06 | Employer Contributions | $ 35,000 | |||
| 2011-09-06 | Employee Contributions | $ 35,000 | |||
| 2010-12-16 | Employer Contributions | $ 15,000 | |||
| 2010-12-16 | Employee Contributions | $ 15,000 | |||
| 2010-09-15 | Employer Contributions | $ 18,000 | |||
| 2010-09-15 | Employee Contributions | $ 18,000 | |||
| 2010-07-20 | Employer Contributions | $ 50,000 | |||
| 2010-07-20 | Employee Contributions | $ 50,000 | |||
| 2009-06-19 | Employer Contributions | $ 18,000 | 2 | $ 9,000 | |
| 2009-06-19 | Employee Contributions | $ 18,000 | 2 | $ 9,000 |
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