Wheelhouse Credit Union
California
Registered In
08/13/1934
Incorp. Date
Company Summary
Wheelhouse Credit Union at 9212 Balboa Ave, San Diego, Ca 92123 lists Lisa Paul-Hill and Lisa Chan of San Diego, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Nonprofit Corporation - Ca - Mutual Benefit - Credit Union
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Lisa Paul-Hill
Individual Agent
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9212 BALBOA AVE, SAN DIEGO, CA 92123
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Lisa Paul-Hill
CEO
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9212 BALBOA AVE, SAN DIEGO, CA 92123
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Lisa Chan
Chief Financial Officer
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9212 BALBOA AVE, SAN DIEGO, CA 92123
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Robert Wilson
Secretary
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9212 BALBOA AVE, SAN DIEGO, CA 92123
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9212 BALBOA AVE, SAN DIEGO, CA 92123
View Map
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PO BOX 719099, SAN DIEGO, CA 92171
(Mailing)
View Map
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Financial Information for Wheelhouse Credit Union
Form 5500
WHEELHOUSE CREDIT UNION
9212 Balboa Ave, San Diego, Ca 92123 (619) 278-5713 EIN:95-1593663 Plan Admin:Rebecca Ramos-Arzola| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWHEELHOUSE CREDIT UNION 401(K) PLAN Plan #002 Participants BOY/EOY115 / 133 Assets BOY/EOY$10,859,199 / $9,093,497 | 2022 | WHEELHOUSE CREDIT UNION 401(K) PLAN - Plan #002 | 115 / 133 | $10,859,199 / $9,093,497 |
| 2021 | Plan NameWHEELHOUSE CREDIT UNION 401(K) PLAN Plan #002 Participants BOY/EOY121 / 111 Assets BOY/EOY$9,624,299 / $10,859,199 | 2021 | WHEELHOUSE CREDIT UNION 401(K) PLAN - Plan #002 | 121 / 111 | $9,624,299 / $10,859,199 |
| 2020 | Plan NameWHEELHOUSE CREDIT UNION 401(K) PLAN Plan #002 Participants BOY/EOY127 / 120 Assets BOY/EOY$8,330,998 / $9,624,299 | 2020 | WHEELHOUSE CREDIT UNION 401(K) PLAN - Plan #002 | 127 / 120 | $8,330,998 / $9,624,299 |
| 2019 | Plan NameWHEELHOUSE CREDIT UNION 401(K) PLAN Plan #002 Participants BOY/EOY104 / 121 Assets BOY/EOY$6,655,686 / $8,330,998 | 2019 | WHEELHOUSE CREDIT UNION 401(K) PLAN - Plan #002 | 104 / 121 | $6,655,686 / $8,330,998 |
Benefit & Retirement Plans based on Form 5500.
Form 990
WHEELHOUSE CREDIT UNION
9212 Balboa Ave, San Diego, Ca 92123-1514 EIN:95-1593663 Deductibility:Contributions are not deductible Classification:Credit Union| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps123 Contributions$0 Revenue$17,871,184 Expenses$16,650,413 Assets EOY$429,259,852 Liabilities$400,344,658 | 2022 | 123 | $0 | $17,871,184 | $16,650,413 | $429,259,852 | $400,344,658 |
| 2021 | # of Emps120 Contributions$0 Revenue$17,122,868 Expenses$15,731,957 Assets EOY$389,094,591 Liabilities$358,117,279 | 2021 | 120 | $0 | $17,122,868 | $15,731,957 | $389,094,591 | $358,117,279 |
| 2020 | # of Emps114 Contributions$0 Revenue$16,826,599 Expenses$16,730,778 Assets EOY$376,061,136 Liabilities$345,824,388 | 2020 | 114 | $0 | $16,826,599 | $16,730,778 | $376,061,136 | $345,824,388 |
| 2019 | # of Emps121 Contributions$0 Revenue$15,829,697 Expenses$16,082,427 Assets EOY$332,489,066 Liabilities$302,594,891 | 2019 | 121 | $0 | $15,829,697 | $16,082,427 | $332,489,066 | $302,594,891 |
| 2018 | # of Emps103 Contributions$0 Revenue$15,907,448 Expenses$14,433,461 Assets EOY$286,136,344 Liabilities$256,217,758 | 2018 | 103 | $0 | $15,907,448 | $14,433,461 | $286,136,344 | $256,217,758 |
Tax Returns based on Form 990 & 990N.
Person/City Match:Robert Wilson - San Diego, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor Internal Revenue Service
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