Zephyr Investment Management

California
Registered In
08/01/1997
Incorp. Date

Company Summary

Zephyr Investment Management at 3625 E Thousand Oaks Blvd STE 145, Westlake Village, Ca 91362 lists Cheryl Ann Munoz and Cheryl A Munoz of Westlake Village, CA.

Overview

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

Cheryl Ann Munoz Individual Agent
3625 E THOUSAND OAKS BLVD STE 145, WESTLAKE VILLAGE, CA 91362
Cheryl Ann Munoz CEO
3625 E THOUSAND OAKS BLVD STE 145, WESTLAKE VILLAGE, CA 91362
Cheryl Ann Munoz Chief Financial Officer
3625 E THOUSAND OAKS BLVD STE 145, WESTLAKE VILLAGE, CA 91362
Cheryl A Munoz Director
3525 E THOUSAND OAKS BLVD 145, WESTLAKE VILLAGE, CA 91362
Victor Munoz Director
3625 E THOUSAND OAKS BLVD 145, WESTLAKE VILLAGE, CA 91362
Cheryl Ann Munoz Secretary
3625 E THOUSAND OAKS BLVD STE 145, WESTLAKE VILLAGE, CA 91362
Victor Munoz Assistant Secretary
3625 E THOUSAND OAKS BLVD STE 145, WESTLAKE VILLAGE, CA 91362
Showing current associates only (7 of 8 total associates). Create a free account to see the full associate history

Map & Locations

3625 E THOUSAND OAKS BLVD STE 145, WESTLAKE VILLAGE, CA 91362 (Mailing) View Map

Financials

Financial Information for Zephyr Investment Management

Form 5500

ZEPHYR INVESTMENT MANAGEMENT INC.

3625 East Thousand Oaks Blvd. Suite 145, Westlake Village, Ca 91362 (805) 496-6810 EIN:77-0464771 Plan Admin:Cheryl Munoz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameZEPHYR INVESTMENT MANAGEMENT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$154,123 / $205,104 2023 ZEPHYR INVESTMENT MANAGEMENT INC. 401(K) PROFIT SHARING PLAN - Plan #001 7 / 6 $154,123 / $205,104
2022 Plan NameZEPHYR INVESTMENT MANAGEMENT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$142,335 / $154,123 2022 ZEPHYR INVESTMENT MANAGEMENT INC. 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $142,335 / $154,123
2021 Plan NameZEPHYR INVESTMENT MANAGEMENT INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $142,335 2021 ZEPHYR INVESTMENT MANAGEMENT INC. 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $0 / $142,335
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ZEPHYR INVESTMENT MANAGEMENT

3625 E. Thousand Oaks Blvd #145, Westlake Village, Ca 91362-3500
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$51,700 Forgiven$52,118 LenderFirst Financial Bank Jobs3 04/08/2020 $51,700 $52,118 First Financial Bank 3
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:3625 E Thousand Oaks Blvd Westlake Village, CA
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Person/City Match:Victor Munoz - Westlake Village, 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
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