Herzer Financial Services, Inc.
California
Registered In
03/23/1972
Incorp. Date
Company Summary
Herzer Financial Services, Inc. at 2208 29th ST STE 100, Sacramento, Ca 95817 lists Adham Sbeih and David Herzer of Sacramento, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Adham Sbeih
Individual Agent
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2208 29TH ST STE 100, SACRAMENTO, CA 95817
(View Past Addresses)
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Adham Sbeih
CEO
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2208 29TH ST STE 100, SACRAMENTO, CA 95817
(View Past Addresses)
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Adham Sbeih
Chief Financial Officer
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2208 29TH ST STE 100, SACRAMENTO, CA 95817
(View Past Addresses)
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David Herzer
Vice President
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2208 29TH STREET 100, SACRAMENTO, CA 95817
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Adham Sbeih
Director
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2208 29TH ST STE 100, SACRAMENTO, CA 95817
(View Past Addresses)
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Adham Sbeih
Secretary
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2208 29TH ST STE 100, SACRAMENTO, CA 95817
(View Past Addresses)
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Roy Malone
Other
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2208 29TH STREET 100, SACRAMENTO, CA 95817
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Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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2208 29TH ST STE 100, SACRAMENTO, CA 95817
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Herzer Financial Services, Inc.
Form 5500
HERZER FINANCIAL SERVICES INC
1779 Woodside Rd., Suite 201a, Redwood City, Ca 94061 (650) 363-8003 EIN:94-2162418 Plan Admin:David Herzer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERZER FINANCIAL SERVICES INC DEFINED BENEFIT PENSION PLAN Plan #004 Participants BOY/EOY4 / 0 Assets BOY/EOY$0 / $0 | 2023 | HERZER FINANCIAL SERVICES INC DEFINED BENEFIT PENSION PLAN - Plan #004 | 4 / 0 | $0 / $0 |
| 2023 | Plan NameHERZER FINANCIAL SERVICES INC PROFIT SHARING/401K PLAN Plan #003 Participants BOY/EOY5 / 0 Assets BOY/EOY$0 / $0 | 2023 | HERZER FINANCIAL SERVICES INC PROFIT SHARING/401K PLAN - Plan #003 | 5 / 0 | $0 / $0 |
| 2022 | Plan NameHERZER FINANCIAL SERVICES INC DEFINED BENEFIT PENSION PLAN Plan #004 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $0 | 2022 | HERZER FINANCIAL SERVICES INC DEFINED BENEFIT PENSION PLAN - Plan #004 | 5 / 4 | $0 / $0 |
| 2022 | Plan NameHERZER FINANCIAL SERVICES INC PROFIT SHARING/401K PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 | 2022 | HERZER FINANCIAL SERVICES INC PROFIT SHARING/401K PLAN - Plan #003 | 5 / 5 | $0 / $0 |
| 2021 | Plan NameHERZER FINANCIAL SERVICES INC PROFIT SHARING/401K PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 | 2021 | HERZER FINANCIAL SERVICES INC PROFIT SHARING/401K PLAN - Plan #003 | 5 / 5 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERZER FINANCIAL SERVICES, INC
1779 Woodside Rd STE 201a, Redwood City, Ca, Ca 94061-3498 Industry:Mortgage and Nonmortgage Loan Brokers| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$117,869 Forgiven$119,196 LenderCredit Human FCU Jobs5 | 05/01/2020 | $117,869 | $119,196 | Credit Human FCU | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:2208 29th St Sacramento, CA
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Herzer Financial Mortgage Reit LLC
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Sacramento, CA | View Report | |
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Mtdc Enterprises, LLC
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Pinyon Partners, LLC
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Socotra Capital, Inc.
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Socotra Holdings, LLC
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Socotra Management, Inc.
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|
Socotra Note Portfolio, LLC
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|
Sacramento, CA | View Report | |
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Socotra Opportunity Fund II LLC
Registered in California
|
Sacramento, CA | View Report | |
|
Socotra Opportunity Reit I LLC
Registered in California
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Sacramento, CA | View Report | |
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Socotra Opportunity Reit II LLC
Registered in California
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Sacramento, CA | View Report | |
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Socotra Reit I LLC
Registered in California
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Sacramento, CA | View Report | |
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The Socotra Fund, LLC
Registered in California
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Sacramento, CA | View Report | |
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The Socotra Opportunity Fund, LLC
Registered in California
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Sacramento, CA | View Report | |
|
De La Rosa Zimmerle, LLC
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|
Sacramento, CA | View Report | |
|
The I Initiative, Inc
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|
Sacramento, CA | View Report | |
|
1327 Monterey Avenue, LLC
Registered in California
|
Sacramento, CA | View Report | |
|
Avalon Pinnacle Group, LLC
Registered in California
|
Sacramento, CA | View Report | |
|
Isleton Village III, LLC
Registered in California
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Sacramento, CA | View Report | |
|
Pmg Partners LLC
Registered in California
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Sacramento, CA | View Report | |
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Sonoma Highway LLC
Registered in California
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Sacramento, CA | View Report |
Address Match:2208 29th St Ste 100 Sacramento, CA
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4604 Garden Highway, LLC
Registered in California
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Sacramento, CA | View Report | |
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Hard Money Kerati LLC
Registered in California
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New York, NY Sacramento, CA | View Report | |
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Pollice Verde, LLC
Registered in California
|
Irvine, CA Sacramento, CA | View Report | |
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11905 Borden Road, LLC
Registered in California
|
Sacramento, CA | View Report | |
|
The I Initiative, Inc.
Registered in California
|
Sacramento, CA | View Report |
Person/City Match:Adham Sbeih - Sacramento, CA
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Pmg Capital, Inc.
Registered in California
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Granite Bay, CA Sacramento, CA | View Report | |
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Socotra Equity Fund, LLC
Registered in California
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Sacramento, CA | View Report | |
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Socotra Diversified Fund, LLC
Registered in California
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Sacramento, CA | View Report | |
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Socotra East Coast Fund, LLC
Registered in California
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Sacramento, CA | View Report | |
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Socotra Income Fund, LLC
Registered in California
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Sacramento, CA | View Report | |
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Dw Sbeih Development, Inc.
Registered in California
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Sacramento, CA | View Report | |
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Socotra Grantline, LLC
Registered in California
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Sacramento, CA | View Report |
Person/City Match:David Herzer - Sacramento, CA
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California Mortgage Association
Registered in California
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Sacramento, CA Avenue Ukiah, CA | View Report | |
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Herzer Financial Mortgage Fund, LLC
Registered in California
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Sacramento, CA Redwood City, CA | View Report | |
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Hfs Fund Iv, LLC
Registered in California
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Sacramento, CA Redwood City, CA | View Report | |
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Constant Energy Capital Management, Inc.
Registered in California
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Falmouth, ME Sacramento, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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