Professional Financial Investors, Inc. at 16133 Ventura Blvd RM 650, Encino, Ca 91436 lists Phyllis Horenstein of Encino, CA as the associate.
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Stephan Math
Individual Agent
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5850 CANOGA AVE, WOODLAND HILLS, CA 91364
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Phyllis Horenstein
CEO
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16133 VENTURA BLVD # 650, ENCINO, CA 91436
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16133 VENTURA BLVD RM 650, ENCINO, CA 91436
(Mailing)
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| 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 |
| 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 |
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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