Pacific Wealth Management LLC
California
Registered In
05/15/2000
Incorp. Date
Company Summary
Pacific Wealth Management LLC in San Diego, CA lists Justin Chandler Kuntz And Montana Kuntz, Co-Trustees Of The Jm Kuntz 2022 Family Trust of San Diego, CA
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Timothy R. Binder
Individual Agent
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12526 HIGH BLUFF DR STE 300, SAN DIEGO, CA 92130
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Justin Chandler Kuntz And Montana Kuntz, Co-Trustees Of The Jm Kuntz 2022 Family Trust
Manager
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11512 EL CAMINO REAL STE 350, SAN DIEGO, CA 92130
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11512 EL CAMINO REAL STE 350, SAN DIEGO, CA 92130
View Map
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Financial Information for Pacific Wealth Management LLC
Form 5500
PACIFIC WEALTH MANAGEMENT, LLC
11512 El Camino Real Suite 350, San Diego, Ca 92130 (858) 509-2325 EIN:33-0910852 Plan Admin:Melanie Blakney| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$2,072,430 / $2,682,489 | 2023 | PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 7 / 6 | $2,072,430 / $2,682,489 |
| 2022 | Plan NamePACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,313,371 / $2,072,430 | 2022 | PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 6 / 7 | $2,313,371 / $2,072,430 |
| 2021 | Plan NamePACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,931,496 / $2,313,371 | 2021 | PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 5 / 6 | $1,931,496 / $2,313,371 |
| 2020 | Plan NamePACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,604,439 / $1,931,496 | 2020 | PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 6 / 5 | $1,604,439 / $1,931,496 |
| 2019 | Plan NamePACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,218,671 / $1,604,439 | 2019 | PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 6 / 6 | $1,218,671 / $1,604,439 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PACIFIC WEALTH MANAGEMENT, LLC
11512 El Camino Real, Suite 350, San Diego, CA 92130| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$118,800 Forgiven$120,323 LenderZions Bank, A Division of Jobs5 | 04/29/2020 | $118,800 | $120,323 | Zions Bank, A Division of | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:11512 El Camino Real Ste 350 San Diego, CA
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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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