Southwest Strategies, LLC
California
Registered In
03/07/2000
Incorp. Date
Company Summary
Southwest Strategies, LLC at 401 B ST STE 150, San Diego, Ca 92101 lists Aaron Chris Wahl and Jennifer Wahl of San Diego, CA as the associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Converted Out
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Jennifer Ziegaus Wahl
Individual Agent
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401 B ST STE 150, SAN DIEGO, CA 92101
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Aaron Chris Wahl
CEO
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401 B ST STE 150, SAN DIEGO, CA 92101
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Jennifer Wahl
Manager
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401 B ST # 150, SAN DIEGO, CA 92101
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401 B ST STE 150, SAN DIEGO, CA 92101
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Financial Information for Southwest Strategies, LLC
Form 5500
SOUTHWEST STRATEGIES, LLC
401 B Street, Suite 150, San Diego, Ca 92101 (858) 373-7408 EIN:33-0900047 Plan Admin:Jennifer Wahl| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2024 | Plan NameSOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN Plan #004 Participants BOY/EOY3 / 0 Assets BOY/EOY$346,680 / $0 | 2024 | SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN - Plan #004 | 3 / 0 | $346,680 / $0 |
| 2023 | Plan NameSOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN Plan #004 Participants BOY/EOY41 / 3 Assets BOY/EOY$450,465 / $346,680 | 2023 | SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN - Plan #004 | 41 / 3 | $450,465 / $346,680 |
| 2022 | Plan NameSOUTHWEST STRATEGIES, LLC 401(K) PS PLAN Plan #003 Participants BOY/EOY64 / 67 Assets BOY/EOY$6,038,399 / $4,813,559 | 2022 | SOUTHWEST STRATEGIES, LLC 401(K) PS PLAN - Plan #003 | 64 / 67 | $6,038,399 / $4,813,559 |
| 2022 | Plan NameSOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN Plan #004 Participants BOY/EOY36 / 36 Assets BOY/EOY$453,122 / $450,465 | 2022 | SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN - Plan #004 | 36 / 36 | $453,122 / $450,465 |
| 2021 | Plan NameSOUTHWEST STRATEGIES, LLC 401(K) PS PLAN Plan #003 Participants BOY/EOY45 / 56 Assets BOY/EOY$4,917,003 / $6,038,399 | 2021 | SOUTHWEST STRATEGIES, LLC 401(K) PS PLAN - Plan #003 | 45 / 56 | $4,917,003 / $6,038,399 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SOUTHWEST STRATEGIES LLC
401, San Diego, Ca 92101 Industry:Public Relations Agencies Ethnicity:Not Hispanic or Latino Race:White| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/22/2021 | Approved$762,408 Forgiven$771,112 LenderItria Ventures LLC Jobs40 | 01/22/2021 | $762,408 | $771,112 | Itria Ventures LLC | 40 |
| 04/09/2020 | Approved$830,000 Forgiven$839,505 LenderBank of Southern California National Association Jobs39 | 04/09/2020 | $830,000 | $839,505 | Bank of Southern California National Association | 39 |
PPP Loans based on Paycheck Protection Program.
Address Match:401 B St Ste 150 San Diego, CA
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Five Wahls Investments LLC
Registered in California
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San Diego, CA | View Report | |
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Southwest Strategies, LLC
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San Diego, CA | View Report |
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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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