Independent Financial Group
California
Registered In
10/27/1995
Incorp. Date
Company Summary
Independent Financial Group at 16400 Pacific Coast Hwy # 204, Huntington Beach, Ca 92649 lists Kirt Ashman of Huntington Beach, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Suspended - Ftb
Registration Type
Domestic
Search Other Resources
People
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Kirt Ashman
Individual Agent
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16400 PACIFIC COAST HWY # 204, HUNTINGTON BEACH, CA 92649
|
|
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Kirt Ashman
CEO
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16400 PACIFIC COAST HWY # 204, HUNTINGTON BEACH, CA 92649
|
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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16400 PACIFIC COAST HWY # 204, HUNTINGTON BEACH, CA 92649
(Mailing)
View Map
|
Financials
Financial Information for Independent Financial Group
Form 5500
INDEPENDENT FINANCIAL GROUP, LLC
12671 High Bluff Drive, Suite, San Diego, Ca 92130 (800) 269-1903 EIN:71-0927304 Plan Admin:Mercedes Montanez| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 133 Assets BOY/EOY$6,973,771 / $8,315,412 | 2023 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 125 / 133 | $6,973,771 / $8,315,412 |
| 2022 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY97 / 122 Assets BOY/EOY$7,339,826 / $6,973,771 | 2022 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 97 / 122 | $7,339,826 / $6,973,771 |
| 2020 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY112 / 93 Assets BOY/EOY$5,680,391 / $6,510,713 | 2020 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 112 / 93 | $5,680,391 / $6,510,713 |
| 2019 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY107 / 111 Assets BOY/EOY$4,277,971 / $5,680,391 | 2019 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 107 / 111 | $4,277,971 / $5,680,391 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INDEPENDENT FINANCIAL GROUP, INC.
12671 High Bluff Drive #200, San Diego, CA 92130 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$1,507,002 Forgiven$1,519,058 LenderAxos Bank Jobs82 | 04/10/2020 | $1,507,002 | $1,519,058 | Axos Bank | 82 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:16400 Pacific Coast Hwy # 204 Huntington Beach, CA
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|
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|
Cox Investments LLC
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|
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|
Dji Properties, LLC
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|
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Windsor Land Company
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|
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Zuul Labs, LLC
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Person/City Match:Kirt Ashman - Huntington Beach, CA
|
Griffen Global Resources, Inc.
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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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