Courtlandt Financial Group, Inc.

California
Registered In
05/02/1995
Incorp. Date

Company Summary

Courtlandt Financial Group, Inc. at 2639 Vista Ornada, Newport Beach, Ca 92660 lists Michael Lawrence Cruz of Las Vegas, NV as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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Michael Lawrence Cruz Individual Agent
2639 VISTA ORNADA, NEWPORT BEACH, CA 92660 (View Past Addresses)
Michael Lawrence Cruz CEO
PO BOX 71678, LAS VEGAS, NV 89170 (View Past Addresses)
Michael Lawrence Cruz Chief Financial Officer
PO BOX 71678, LAS VEGAS, NV 89170 (View Past Addresses)
Michael Lawrence Cruz Secretary
PO BOX 71678, LAS VEGAS, NV 89170 (View Past Addresses)
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2639 VISTA ORNADA, NEWPORT BEACH, CA 92660 View Map
3776 HOWARD HUGHES PKWY # 1-450, LAS VEGAS, NV 89169 View Map
PO BOX 71678, LAS VEGAS, NV 89170 (Mailing) View Map
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Financial Information for Courtlandt Financial Group, Inc.

Form 5500

COURTLANDT FINANCIAL GROUP, INC.

P.O. Box 11929, Newport Beach, Ca 92658 (949) 251-6901 EIN:33-0666221 Plan Admin:Michael Cruz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCOURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$85,350 / $222,568 2022 COURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN - Plan #002 2 / 2 $85,350 / $222,568
2022 Plan NameCOURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$64,700 / $117,275 2022 COURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $64,700 / $117,275
2021 Plan NameCOURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$85,114 / $85,350 2021 COURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN - Plan #002 2 / 2 $85,114 / $85,350
2021 Plan NameCOURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$64,700 / $64,700 2021 COURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $64,700 / $64,700
2020 Plan NameCOURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$37,349 / $85,350 2020 COURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN - Plan #002 2 / 2 $37,349 / $85,350
2020 Plan NameCOURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$62,651 / $64,700 2020 COURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 4 $62,651 / $64,700
2019 Plan NameCOURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $62,651 2019 COURTLANDT FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 2 / 3 $0 / $62,651
2019 Plan NameCOURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $37,349 2019 COURTLANDT FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN - Plan #002 2 / 2 $0 / $37,349
Benefit & Retirement Plans based on Form 5500.
PPP Loans

COURTLANDT FINANCIAL GROUP, INC.

18218 Mcdurmott East Suite A, Irvine, Ca 92614-4746 Industry:Office Administrative Services
Loan Date Approved Forgiven Lender Jobs
06/28/2020 Approved$46,952 Forgiven$47,804 LenderCross River Bank Jobs7 06/28/2020 $46,952 $47,804 Cross River Bank 7
PPP Loans based on Paycheck Protection Program.
Person/City Match:Michael Lawrence Cruz - Newport Beach, CA
Courtlandt Realty Registered in California
Las Vegas, NV Newport Beach, CA (1 more) View Report
Courtlandt Securities Corporation Registered in California
Las Vegas, NV Newport Beach, CA (1 more) View Report
Courtlandt Capital S1 Fund, LLC Registered in California
Irvine, CA Las Vegas, NV (1 more) View Report
Address Match:2639 Vista Ornada Newport Beach, CA
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Address Match:3776 Howard Hughes Pkwy Las Vegas, NV
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Lioness Royalty Investments, LLC Registered in Florida
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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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