Optivest Corporation
California
Registered In
01/04/1974
Incorp. Date
Foreign
Registration Type
Missouri
Foreign Jurisdiction
Company Summary
Optivest Corporation at 871 Balboa, Pacific Grove, Ca 93950 lists Patricia Anderson of Seaside, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Missouri
- Company Type
- Stock Corporation - Out of State - Stock
- Status
- Forfeited - Ftb/Sos
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Patricia Anderson
Individual Agent
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1609 MARIETTA ST, SEASIDE, CA 93955
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Patricia Anderson
CEO
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1609 MARIETTA ST, SEASIDE, CA 93955
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871 BALBOA, PACIFIC GROVE, CA 93950
View Map
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871 BALBOA AVE BOX 445, PACIFIC GROVE, CA 93950
(Mailing)
View Map
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Financial Information for Optivest Corporation
Form 5500
OPTIVEST, INC.
24901 Dana Point Harbor Dr, STE 200, Dana Point, Ca 92629 (949) 363-8686 EIN:33-0864701 Plan Admin:Leslie Calhoun| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,061,544 / $1,502,671 | 2023 | OPTIVEST, INC. 401(K) PLAN - Plan #001 | 9 / 9 | $1,061,544 / $1,502,671 |
| 2022 | Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,195,405 / $1,061,544 | 2022 | OPTIVEST, INC. 401(K) PLAN - Plan #001 | 8 / 9 | $1,195,405 / $1,061,544 |
| 2022 | Plan NameOPTIVEST, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$155,250 / $409,970 | 2022 | OPTIVEST, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $155,250 / $409,970 |
| 2021 | Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$924,933 / $1,195,405 | 2021 | OPTIVEST, INC. 401(K) PLAN - Plan #001 | 8 / 8 | $924,933 / $1,195,405 |
| 2021 | Plan NameOPTIVEST, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $155,250 | 2021 | OPTIVEST, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $0 / $155,250 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OPTIVEST INC.
24901 Dana Point Harbor Dr, Dana Point, CA 92629-2930 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/04/2021 | Approved$148,063 Forgiven$148,724 LenderBank of Southern California National Association Jobs11 | 02/04/2021 | $148,063 | $148,724 | Bank of Southern California National Association | 11 |
| 04/11/2020 | Approved$148,000 Forgiven$149,062 LenderBank of Southern California National Association Jobs6 | 04/11/2020 | $148,000 | $149,062 | Bank of Southern California National Association | 6 |
PPP Loans based on Paycheck Protection Program.
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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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