Focus Advisors, Inc.
California
Registered In
02/01/1983
Incorp. Date
Company Summary
Focus Advisors, Inc. at 633 Carlston Ave, Oakland, Ca 94610 lists David M Roberts and Gail M Simpson of Oakland, CA as the 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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David M Roberts
Individual Agent
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633 CARLSTON AVE, OAKLAND, CA 94610
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David M Roberts
CEO
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633 CARLSTON AVE, OAKLAND, CA 94610
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David M Roberts
Chief Financial Officer
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633 CARLSTON AVE, OAKLAND, CA 94610
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David M Roberts
Director
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633 CARLSTON AVE, OAKLAND, CA 94610
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Gail M Simpson
Secretary
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633 CARLSTON AVE, OAKLAND, CA 94610
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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633 CARLSTON AVE, OAKLAND, CA 94610
(Mailing)
View Map
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Financials
Financial Information for Focus Advisors, Inc.
Form 5500
FOCUS ADVISORS, INC.
633 Carlston Avenue, Oakland, Ca 94610 (510) 444-1173 EIN:94-2881091 Plan Admin:David Roberts| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFOCUS ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$2,104,062 / $1,899,356 | 2022 | FOCUS ADVISORS, INC. CASH BALANCE PLAN - Plan #002 | 4 / 5 | $2,104,062 / $1,899,356 |
| 2022 | Plan NameFOCUS ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$912,881 / $868,335 | 2022 | FOCUS ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $912,881 / $868,335 |
| 2021 | Plan NameFOCUS ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 4 Assets BOY/EOY$1,979,043 / $2,104,062 | 2021 | FOCUS ADVISORS, INC. CASH BALANCE PLAN - Plan #002 | 2 / 4 | $1,979,043 / $2,104,062 |
| 2021 | Plan NameFOCUS ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$793,542 / $912,881 | 2021 | FOCUS ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $793,542 / $912,881 |
| 2020 | Plan NameFOCUS ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$689,627 / $793,542 | 2020 | FOCUS ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $689,627 / $793,542 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FOCUS ADVISORS, INC.
633 Carlston Avenue, OAKLAND, CA 94610-2422 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$57,725 Forgiven$58,467 LenderLoan Source Incorporated Jobs3 | 04/15/2020 | $57,725 | $58,467 | Loan Source Incorporated | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:633 Carlston Ave Oakland, CA
|
Dorothy Roberts Design LLC
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|
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|
Focus Advisors Real Estate, LLC
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|
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|
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Registered in California
|
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|
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Registered in California
|
Oakland, CA Clements, CA | View Report |
Related Business Names:
Person/City Match:David M Roberts - Oakland, CA
|
Atlantic Pacific Bancard, Inc.
Registered in California
|
Oakland, CA | View Report | |
|
United Cab Company Cooperative, Inc.
Registered in California
|
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|
Twokan Resort Properties, L.L.C.
Registered in California
|
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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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