Wheeler Frost Associates, Inc. at 1220 Rosecrans ST # 837, San Diego, Ca 92106 lists Peter R Wheeler and Linda R Kinkade of San Diego, CA as the associates.
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Peter R Wheeler
Individual Agent
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1220 ROSECRANS ST # 837, SAN DIEGO, CA 92106
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Peter R Wheeler
CEO
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1220 ROSECRANS ST # 837, SAN DIEGO, CA 92106
(View Past Addresses)
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Peter R Wheeler
Chief Financial Officer
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1220 ROSECRANS ST # 837, SAN DIEGO, CA 92106
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Peter R Wheeler
Director
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1220 ROSECRANS ST # 837, SAN DIEGO, CA 92106
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Linda R Kinkade
Secretary
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1220 ROSECRANS ST # 837, SAN DIEGO, CA 92106
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1220 ROSECRANS ST # 837, SAN DIEGO, CA 92106
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameWHEELER FROST ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 0 Assets BOY/EOY$1,041,394 / $0 | 2020 | WHEELER FROST ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 10 / 0 | $1,041,394 / $0 |
| 2019 | Plan NameWHEELER FROST ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$746,752 / $1,041,394 | 2019 | WHEELER FROST ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 12 / 10 | $746,752 / $1,041,394 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$149,982 Forgiven$0 LenderFirst Horizon Bank Jobs7 | 04/15/2020 | $149,982 | $0 | First Horizon Bank | 7 |
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