Capstone Advisors, Inc.
California
Registered In
02/13/1997
Incorp. Date
Company Summary
Capstone Advisors, Inc. at 1545 Faraday Ave, Carlsbad, Ca 92008 lists Alex Zikakis of Carlsbad, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Alex Zikakis
Individual Agent
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1545 FARADAY AVE, CARLSBAD, CA 92008
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Alex Zikakis
CEO
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1545 FARADAY AVE, CARLSBAD, CA 92008
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Alex Zikakis
Chief Financial Officer
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1545 FARADAY AVE, CARLSBAD, CA 92008
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Alex Zikakis
Director
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1545 FARADAY AVE, CARLSBAD, CA 92008
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Alex Zikakis
Secretary
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1545 FARADAY AVE, CARLSBAD, CA 92008
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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1545 FARADAY AVE, CARLSBAD, CA 92008
(Mailing)
View Map
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Financials
Financial Information for Capstone Advisors, Inc.
Form 5500
CAPSTONE ADVISORS, INC.
1545 Faraday Avenue, Carlsbad, Ca 92008 (760) 804-6900 EIN:33-0746565 Plan Admin:Jay Matthes| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$3,400,509 / $4,367,699 | 2023 | CAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 25 / 26 | $3,400,509 / $4,367,699 |
| 2022 | Plan NameCAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 25 Assets BOY/EOY$4,282,328 / $3,400,509 | 2022 | CAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 23 / 25 | $4,282,328 / $3,400,509 |
| 2021 | Plan NameCAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$3,474,347 / $4,282,328 | 2021 | CAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 23 / 23 | $3,474,347 / $4,282,328 |
| 2020 | Plan NameCAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$2,766,168 / $3,474,347 | 2020 | CAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 23 / 23 | $2,766,168 / $3,474,347 |
| 2019 | Plan NameCAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 20 Assets BOY/EOY$2,066,897 / $2,766,168 | 2019 | CAPSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 22 / 20 | $2,066,897 / $2,766,168 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CAPSTONE ADVISORS, INC.
1545 Faraday Ave, Carlsbad, Ca 92008-7319 Industry:Nonresidential Property Managers Ethnicity:Not Hispanic or Latino| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$297,600 Forgiven$299,647 LenderBank of Southern California National Association Jobs16 | 04/07/2020 | $297,600 | $299,647 | Bank of Southern California National Association | 16 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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|
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Hal-Housing LLC
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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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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