Professional Financial Investors, Inc.

California
Registered In
03/16/1977
Incorp. Date

Company Summary

Professional Financial Investors, Inc. at 16133 Ventura Blvd RM 650, Encino, Ca 91436 lists Phyllis Horenstein of Encino, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Suspended - Ftb
Registration Type
Domestic
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People

Stephan Math Individual Agent
5850 CANOGA AVE, WOODLAND HILLS, CA 91364
Phyllis Horenstein CEO
16133 VENTURA BLVD # 650, ENCINO, CA 91436
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

16133 VENTURA BLVD RM 650, ENCINO, CA 91436 (Mailing) View Map

Financials

Financial Information for Professional Financial Investors, Inc.

Form 5500

PROFESSIONAL FINANCIAL INVESTORS, INC.

350 Ignacio Boulevard Suite 300, Novato, Ca 94949 (415) 382-6001 EIN:68-0233228 Plan Admin:Benefits Coordinators, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN Plan #001 Participants BOY/EOY45 / 0 Assets BOY/EOY$292,690 / $0 2022 PROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN - Plan #001 45 / 0 $292,690 / $0
2021 Plan NamePROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN Plan #001 Participants BOY/EOY40 / 4 Assets BOY/EOY$1,105,672 / $292,690 2021 PROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN - Plan #001 40 / 4 $1,105,672 / $292,690
2020 Plan NamePROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN Plan #001 Participants BOY/EOY50 / 41 Assets BOY/EOY$1,674,121 / $1,105,672 2020 PROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN - Plan #001 50 / 41 $1,674,121 / $1,105,672
2019 Plan NamePROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN Plan #001 Participants BOY/EOY46 / 55 Assets BOY/EOY$0 / $0 2019 PROFESSIONAL FINANCIAL INVESTORS, INC. PROFIT SHARING/401(K) PLAN - Plan #001 46 / 55 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PROFESSIONAL FINANCIAL INVESTORS, INC.

350 IGNACIO BLVD suite 300, NOVATO, CA 94949-7202 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$734,700 Forgiven$749,877 LenderUmpqua Bank Jobs55 04/15/2020 $734,700 $749,877 Umpqua Bank 55
PPP Loans based on Paycheck Protection Program.

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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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