Portsmouth Financial Services
California
Registered In
07/06/1983
Incorp. Date
Company Summary
Portsmouth Financial Services at 601 Montgomery ST STE 1950, San Francisco, Ca 94111 lists Echo Chien and Nicky Deyoung of San Francisco, CA as 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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Echo Chien
Individual Agent
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355 MARGARITA DR, SAN RAFAEL, CA 94901
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Echo Chien
CEO
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601 MONTGOMERY ST STE 1950, SAN FRANCISCO, CA 94111
(View Past Addresses)
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Nicky Deyoung
Chief Financial Officer
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601 MONTGOMERY ST STE 1950, SAN FRANCISCO, CA 94111
(View Past Addresses)
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Raymond Lent
Director
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100 SMITH RANCH RD STE 110, SAN RAFAEL, CA 94903
(View Past Addresses)
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Victoria Chien
Secretary
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601 MONTGOMERY ST STE 1950, SAN FRANCISCO, CA 94111
(View Past Addresses)
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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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601 MONTGOMERY ST STE 1950, SAN FRANCISCO, CA 94111
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Portsmouth Financial Services
Form 5500
PORTSMOUTH FINANCIAL SERVICES
601 Montgomery Street Suite 1950, San Francisco, Ca 94111 (415) 230-3225 EIN:94-2904473 Plan Admin:Echo Chien| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePORTSMOUTH FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$602,252 / $715,566 | 2023 | PORTSMOUTH FINANCIAL 401(K) PLAN - Plan #001 | 9 / 9 | $602,252 / $715,566 |
| 2022 | Plan NamePORTSMOUTH FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$626,850 / $602,252 | 2022 | PORTSMOUTH FINANCIAL 401(K) PLAN - Plan #001 | 8 / 8 | $626,850 / $602,252 |
| 2021 | Plan NamePORTSMOUTH FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$521,262 / $626,850 | 2021 | PORTSMOUTH FINANCIAL 401(K) PLAN - Plan #001 | 9 / 9 | $521,262 / $626,850 |
| 2020 | Plan NamePORTSMOUTH FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$579,124 / $521,262 | 2020 | PORTSMOUTH FINANCIAL 401(K) PLAN - Plan #001 | 10 / 9 | $579,124 / $521,262 |
| 2019 | Plan NamePORTSMOUTH FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$455,313 / $579,124 | 2019 | PORTSMOUTH FINANCIAL 401(K) PLAN - Plan #001 | 10 / 10 | $455,313 / $579,124 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PORTSMOUTH FINANCIAL SERVICES
250 Montgomery Street Suite 200, SAN FRANCISCO, CA 94104-3431 Industry:Financial Transactions Processing, Reserve, and Clearinghouse Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$121,485 Forgiven$122,352 LenderFirst Bank Jobs6 | 04/29/2020 | $121,485 | $122,352 | First Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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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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