Mountain West Financial, LLC.
California
Registered In
05/20/2003
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Mountain West Financial, LLC. at 2535 Kettner Blvd STE 3a2, San Diego, Ca 92101 lists Daniel Duncan of San Diego, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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Daniel Duncan
Individual Agent
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2535 KETTNER BLVD STE 3A2, SAN DIEGO, CA 92101
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Daniel Duncan
CEO
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2535 KETTNER BLVD STE 3A2, SAN DIEGO, CA 92101
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Daniel Duncan
Manager
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2535 KETTNER BLVD STE 3A2, SAN DIEGO, CA 92101
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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2535 KETTNER BLVD STE 3A2, SAN DIEGO, CA 92101
View Map
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Financials
Financial Information for Mountain West Financial, LLC.
Form 5500
MOUNTAIN WEST FINANCIAL LLC
2535 Kettner Blvd - STE 3-a2, San Diego, Ca 92101 (619) 684-3851 EIN:33-0986697 Plan Admin:Allison Brecher| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMOUNTAIN WEST FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$41,136 / $75,928 | 2022 | MOUNTAIN WEST FINANCIAL LLC 401(K) PLAN - Plan #001 | 6 / 5 | $41,136 / $75,928 |
| 2021 | Plan NameMOUNTAIN WEST FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,298 / $41,136 | 2021 | MOUNTAIN WEST FINANCIAL LLC 401(K) PLAN - Plan #001 | 6 / 6 | $1,298 / $41,136 |
| 2020 | Plan NameMOUNTAIN WEST FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$574 / $1,298 | 2020 | MOUNTAIN WEST FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 7 | $574 / $1,298 |
| 2019 | Plan NameMOUNTAIN WEST FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$247 / $574 | 2019 | MOUNTAIN WEST FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 5 | $247 / $574 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MOUNTAIN WEST FINANCIAL LLC.
2535 Kettner Blvd, San Diego, CA 92101-1250 Industry:All Other Insurance Related Activities Ethnicity:Hispanic or Latino| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/04/2021 | Approved$225,769 Forgiven$228,441 LenderZions Bank, A Division of Jobs18 | 03/04/2021 | $225,769 | $228,441 | Zions Bank, A Division of | 18 |
| 05/01/2020 | Approved$212,500 Forgiven$213,857 LenderZions Bank, A Division of Jobs14 | 05/01/2020 | $212,500 | $213,857 | Zions Bank, A Division of | 14 |
| 04/14/2020 | Approved$4,537,000 Forgiven$4,632,277 LenderWestern Alliance Bank Jobs278 | 04/14/2020 | $4,537,000 | $4,632,277 | Western Alliance Bank | 278 |
PPP Loans based on Paycheck Protection Program.
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Address Match:2535 Kettner Blvd Ste 3a2 San Diego, CA
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Address Match:2535 Kettner Blvd San Diego, CA
Person/City Match:Daniel Duncan - San Diego, 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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