Summit Financial Consultants, Inc.
California
Registered In
10/01/1985
Incorp. Date
Company Summary
Summit Financial Consultants, Inc. at 3075 Townsgate Rd STE 180, Westlake Village, Ca 91361 lists Neil Eric Elmouchi and Kimberly Lau of Westlake Village, CA.
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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Neil Eric Elmouchi
Individual Agent
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
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Neil Eric Elmouchi
CEO
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
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Neil Eric Elmouchi
Chief Financial Officer
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
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Kimberly Lau
Director
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
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Cody Klein
Director
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
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Neil Elmouchi
Director
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
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Kimberly Allison Lau
Secretary
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
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Showing current associates only (7 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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3075 TOWNSGATE RD STE 180, WESTLAKE VILLAGE, CA 91361
(Mailing)
View Map
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Financials
Financial Information for Summit Financial Consultants, Inc.
Form 5500
SUMMIT FINANCIAL CONSULTANTS, INC.
3075 Townsgate Road Suite 180, Westlake Village, Ca 91361 (805) 418-4565 EIN:95-4020872 Plan Admin:Neil Elmouchi| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY9 / 0 Assets BOY/EOY$1,577,671 / $0 | 2023 | SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #002 | 9 / 0 | $1,577,671 / $0 |
| 2022 | Plan NameSUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY12 / 9 Assets BOY/EOY$2,684,712 / $1,577,671 | 2022 | SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #002 | 12 / 9 | $2,684,712 / $1,577,671 |
| 2021 | Plan NameSUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,825,231 / $2,684,712 | 2021 | SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #002 | 12 / 12 | $1,825,231 / $2,684,712 |
| 2020 | Plan NameSUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,770,771 / $1,825,231 | 2020 | SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #002 | 12 / 12 | $1,770,771 / $1,825,231 |
| 2019 | Plan NameSUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #002 Participants BOY/EOY13 / 11 Assets BOY/EOY$3,009,941 / $1,770,771 | 2019 | SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #002 | 13 / 11 | $3,009,941 / $1,770,771 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUMMIT FINANCIAL CONSULTANTS INC
3075 Townsgate Rd STE 180, Westlake Village, Ca 91361-3027 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$183,100 Forgiven$184,214 LenderAcademy Bank, National Association Jobs11 | 04/09/2020 | $183,100 | $184,214 | Academy Bank, National Association | 11 |
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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