Optivest, Inc.

Laguna Niguel, CA

California

Registered In

09/21/1992

Incorp. Date

Company Summary

Optivest, Inc. at 30131 Town Center Dr # 145, Laguna Niguel, Ca 92677 lists Mark Van Mourick of Laguna Niguel, CA as the associate.

Overview

Registered In

California

Incorporation Date

09/21/1992

Company Type

Stock Corporation - Ca - General

Status

Terminated

Registration Type

Domestic

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People

Mark Van Mourick Individual Agent	30131 TOWN CENTER DR # 145, LAGUNA NIGUEL, CA 92677
Mark Van Mourick CEO	30131 TOWN CENTER DR # 145, LAGUNA NIGUEL, CA 92677

Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

30131 TOWN CENTER DR # 145, LAGUNA NIGUEL, CA 92677 (Mailing) View Map

Financials

Financial Information for Optivest, Inc.

Form 5500

OPTIVEST, INC.

24901 Dana Point Harbor Dr, STE 200, Dana Point, Ca 92629 (949) 363-8686 EIN:33-0864701 Plan Admin:Leslie Calhoun

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,061,544 / $1,502,671	2023	OPTIVEST, INC. 401(K) PLAN - Plan #001	9 / 9	$1,061,544 / $1,502,671
2022	Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,195,405 / $1,061,544	2022	OPTIVEST, INC. 401(K) PLAN - Plan #001	8 / 9	$1,195,405 / $1,061,544
2022	Plan NameOPTIVEST, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$155,250 / $409,970	2022	OPTIVEST, INC. CASH BALANCE PLAN - Plan #002	4 / 4	$155,250 / $409,970
2021	Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$924,933 / $1,195,405	2021	OPTIVEST, INC. 401(K) PLAN - Plan #001	8 / 8	$924,933 / $1,195,405
2021	Plan NameOPTIVEST, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $155,250	2021	OPTIVEST, INC. CASH BALANCE PLAN - Plan #002	4 / 4	$0 / $155,250
2020	Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$726,379 / $924,933	2020	OPTIVEST, INC. 401(K) PLAN - Plan #001	9 / 8	$726,379 / $924,933
2019	Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$602,761 / $726,379	2019	OPTIVEST, INC. 401(K) PLAN - Plan #001	12 / 9	$602,761 / $726,379

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OPTIVEST INC.

24901 Dana Point Harbor Dr, Dana Point, CA 92629-2930 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/04/2021	Approved$148,063 Forgiven$148,724 LenderBank of Southern California National Association Jobs11	02/04/2021	$148,063	$148,724	Bank of Southern California National Association	11
04/11/2020	Approved$148,000 Forgiven$149,062 LenderBank of Southern California National Association Jobs6	04/11/2020	$148,000	$149,062	Bank of Southern California National Association	6

PPP Loans based on Paycheck Protection Program.

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Related Business Names:

Optivest Properties Inc. Registered in New Jersey		View Report
Optivest Realty Inc. Registered in New York	Tarrytown, NY	View Report
Optivest, Inc. Registered in California	Dana Point, CA	View Report
Optivest, Inc. Registered in Utah	Salt Lake City, UT Sandy City, UT	View Report
Optivest Sales, Marketing & Consulting, Inc. "s.M.C." Registered in Texas	Houston, TX	View Report
Optivest Realty, Inc. Registered in Florida	Boca Raton, FL	View Report
Optivest South, Inc. Registered in Florida	Sunny Isles Beach, FL	View Report
Optivest, Inc. Registered in Oregon	Portland, OR	View Report
Optivest, Inc. Registered in Florida	Parkland, FL	View Report
Optivest, Inc. Registered in Tennessee	Chattanooga, TN	View Report
Optivest, Inc. Registered in Nevada	Henderson, NV Las Vegas, NV	View Report

Address Match:30131 Town Center Dr Laguna Niguel, CA

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Person/City Match:Mark Van Mourick - Laguna Niguel, CA

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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