Prudent Investor Advisors, LLC

Arcata, CA

California

Registered In

08/23/2004

Incorp. Date

Company Summary

Prudent Investor Advisors, LLC at 101 Parkshore Dr STE 100, Folsom, Ca 95630 lists Jeff Coontz of Folsom, CA as the associate.

Overview

Registered In

California

Incorporation Date

08/23/2004

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Jeff Coontz Individual Agent	101 PARKSHORE DR STE 100, FOLSOM, CA 95630
Jeff Coontz Manager	101 PARKSHORE DR STE 100, FOLSOM, CA 95630

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

101 PARKSHORE DR STE 100, FOLSOM, CA 95630 (Mailing) View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Prudent Investor Advisors, LLC

Form 5500

PRUDENT INVESTOR ADVISORS, LLC

101 Parkshore Drive Suite 101, Folsom, Ca 95630 (707) 744-4080 EIN:65-1306741 Plan Admin:Jeff Coontz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$491,925 / $567,342	2023	PRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	4 / 5	$491,925 / $567,342
2022	Plan NamePRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$565,342 / $491,925	2022	PRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 4	$565,342 / $491,925
2021	Plan NamePRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$460,508 / $565,342	2021	PRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$460,508 / $565,342
2020	Plan NamePRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$537,241 / $460,508	2020	PRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$537,241 / $460,508
2019	Plan NamePRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$405,278 / $537,241	2019	PRUDENT INVESTOR ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$405,278 / $537,241

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PRUDENT INVESTOR ADVISORS, LLC

101 Parkshore Drive, Folsom, CA 95630 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$111,400 Forgiven$112,465 LenderCustomers Bank Jobs8	04/14/2020	$111,400	$112,465	Customers Bank	8

PPP Loans based on Paycheck Protection Program.

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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