North Ranch Financial, LLC

California
Registered In
03/24/2005
Incorp. Date

Company Summary

North Ranch Financial, LLC at 515 Marin ST 402, Thousand Oaks, Ca 91360 lists John Hines of Westlake Village, CA and Frank Sherman of Agoura Hills, CA.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Converted Out
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John Hines Individual Agent
4102 OAK PLACE DR, WESTLAKE VILLAGE, CA 91362-5128 (View Past Addresses)
John Hines Manager
4102 OAK PLACE DR, WESTLAKE VILLAGE, CA 91362-5128 (View Past Addresses)
Frank Sherman Manager
6077 LAKE LINDERO DR, AGOURA HILLS, CA 91301
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515 MARIN ST 402, THOUSAND OAKS, CA 91360 View Map
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Financial Information for North Ranch Financial, LLC

Form 5500

NORTH RANCH FINANCIAL, LLC

515 Marin Street, Suite 402, Thousand Oaks, Ca 91360 (805) 557-0040 EIN:20-2618996 Plan Admin:Gregory Hines
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameNORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,622,757 / $1,511,611 2022 NORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 6 / 6 $1,622,757 / $1,511,611
2022 Plan NameNORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$607,987 / $666,501 2022 NORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN - Plan #002 3 / 2 $607,987 / $666,501
2021 Plan NameNORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,403,991 / $1,622,757 2021 NORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 6 $1,403,991 / $1,622,757
2021 Plan NameNORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$471,817 / $607,987 2021 NORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN - Plan #002 3 / 3 $471,817 / $607,987
2020 Plan NameNORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,150,098 / $1,403,991 2020 NORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $1,150,098 / $1,403,991
2020 Plan NameNORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$307,954 / $471,817 2020 NORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN - Plan #002 3 / 3 $307,954 / $471,817
2019 Plan NameNORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$865,716 / $1,150,098 2019 NORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $865,716 / $1,150,098
2019 Plan NameNORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$150,000 / $307,954 2019 NORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN - Plan #002 3 / 3 $150,000 / $307,954
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NORTH RANCH FINANCIAL

515 Marin St Ste 402, Thousand Oaks, CA 91360-4117 Industry:Other Activities Related to Credit Intermediation Veteran:No
Loan Date Approved Forgiven Lender Jobs
01/20/2021 Approved$79,500 Forgiven$80,085 LenderCache Valley Bank Jobs5 01/20/2021 $79,500 $80,085 Cache Valley Bank 5
05/26/2020 Approved$79,500 Forgiven$80,118 LenderCache Valley Bank Jobs5 05/26/2020 $79,500 $80,118 Cache Valley Bank 5
PPP Loans based on Paycheck Protection Program.
Person/City Match:John Hines - Westlake Village, 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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