Premier Financial Group

California
Registered In
08/08/1988
Incorp. Date

Company Summary

Premier Financial Group at 600 N Tustin Ave STE 100, Santa Ana, Ca 92705 lists Jose S. Ortega of Santa Ana, CA as the associate.

Overview

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

Jose S. Ortega Individual Agent
600 N TUSTIN AVE STE 100, SANTA ANA, CA 92705
Jose S. Ortega CEO
600 N TUSTIN AVE STE 100, SANTA ANA, CA 92705
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

600 N TUSTIN AVE STE 100, SANTA ANA, CA 92705 View Map
610 NEWPORT CENTER DR, NEWPORT BEACH, CA 92660 (Mailing) View Map

Financials

Financial Information for Premier Financial Group

Form 5500

PREMIER FINANCIAL GROUP

725 Sixth Street, Eureka, Ca 95501 (707) 443-2741 EIN:68-0150543 Plan Admin:Teresa Conley
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$6,737,599 / $4,972,922 2023 PREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN - Plan #001 16 / 15 $6,737,599 / $4,972,922
2022 Plan NamePREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$7,445,256 / $6,737,599 2022 PREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN - Plan #001 13 / 16 $7,445,256 / $6,737,599
2021 Plan NamePREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$6,084,387 / $7,445,256 2021 PREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN - Plan #001 13 / 12 $6,084,387 / $7,445,256
2020 Plan NamePREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$5,859,840 / $6,084,387 2020 PREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN - Plan #001 15 / 13 $5,859,840 / $6,084,387
2019 Plan NamePREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$4,773,482 / $5,859,840 2019 PREMIER FINANCIAL GROUP SAFE HARBOR 401(K) PLAN - Plan #001 16 / 15 $4,773,482 / $5,859,840
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PREMIER FINANCIAL GROUP

725 6th St, Eureka, Ca 95501
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$219,300 Forgiven$221,597 LenderRedwood Capital Bank Jobs15 04/28/2020 $219,300 $221,597 Redwood Capital Bank 15
PPP Loans based on Paycheck Protection Program.

Linked Companies

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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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