Citivest Inc.

California
Registered In
01/19/1988
Incorp. Date

Company Summary

Citivest Inc. at 4350 Von Karman Ave STE 200, Newport Beach, Ca 92660 lists Dana Haynes of Newport Beach, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Dana Haynes Individual Agent
4350 VON KARMAN AVE STE 200, NEWPORT BEACH, CA 92660 (View Past Addresses)
Dana Haynes CEO
4350 VON KARMAN AVE STE 200, NEWPORT BEACH, CA 92660 (View Past Addresses)
Dana Haynes Chief Financial Officer
4350 VON KARMAN AVE STE 200, NEWPORT BEACH, CA 92660 (View Past Addresses)
Dana Haynes Director
4350 VON KARMAN AVE STE 200, NEWPORT BEACH, CA 92660 (View Past Addresses)
Dana Haynes Secretary
4350 VON KARMAN AVE STE 200, NEWPORT BEACH, CA 92660 (View Past Addresses)
Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

4350 VON KARMAN AVE STE 200, NEWPORT BEACH, CA 92660 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Citivest Inc.

Form 5500

CITIVEST, INC.

4350 Von Karman Ave., Suite 200, Newport Beach, Ca 92660 (949) 474-0440 EIN:33-0280717 Plan Admin:Dana Haynes
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY33 / 33 Assets BOY/EOY$1,958,845 / $2,270,454 2023 CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001 33 / 33 $1,958,845 / $2,270,454
2022 Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 36 Assets BOY/EOY$2,291,248 / $1,958,845 2022 CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001 32 / 36 $2,291,248 / $1,958,845
2021 Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 33 Assets BOY/EOY$2,199,933 / $2,291,248 2021 CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001 45 / 33 $2,199,933 / $2,291,248
2020 Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY35 / 30 Assets BOY/EOY$1,791,633 / $2,199,933 2020 CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001 35 / 30 $1,791,633 / $2,199,933
2019 Plan NameCITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 34 Assets BOY/EOY$1,432,292 / $1,791,633 2019 CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN - Plan #001 32 / 34 $1,432,292 / $1,791,633
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CITIVEST INC.

STE 110 4304 Von Karman Ave, Newport Beach, Ca 92660 Industry:Nonresidential Property Managers
Loan Date Approved Forgiven Lender Jobs
01/25/2021 Approved$295,468 Forgiven$298,941 LenderCross River Bank Jobs28 01/25/2021 $295,468 $298,941 Cross River Bank 28
04/10/2020 Approved$268,744 Forgiven$270,312 LenderAxos Bank Jobs22 04/10/2020 $268,744 $270,312 Axos Bank 22
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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