Core Financial Advisors, LLC
California
Registered In
08/26/2013
Incorp. Date
Company Summary
Core Financial Advisors, LLC at 1918 Business Ctr # 110, San Bernardino, Ca 92408 lists Robert O Boyd of San Bernardino, CA and Andrew D Boyd of Salem, UT.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Robert O Boyd
Individual Agent
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765 PARKDALE DR, SAN BERNARDINO, CA 92404
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Robert O Boyd
CEO
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765 E PARKDALE DR, SAN BERNARDINO, CA 92404
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Robert O Boyd
Manager
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765 E PARKDALE DR, SAN BERNARDINO, CA 92404
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Andrew D Boyd
Manager
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1116 S 300 E, SALEM, UT 84653
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1918 BUSINESS CTR # 110, SAN BERNARDINO, CA 92408
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301 E VANDERBUILT WAY STE 230, SAN BERNARDINO, CA 92408
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PO BOX 10697, SAN BERNARDINO, CA 92423-0697
(Mailing)
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Financial Information for Core Financial Advisors, LLC
Form 5500
CORE FINANCIAL ADVISORS, LLC
1918 Business Center Dr. Suite 110, San Bernardino, Ca 92408 (909) 382-4545 EIN:33-0784539 Plan Admin:Robert Boyd| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,261,452 / $1,111,012 | 2022 | CORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,261,452 / $1,111,012 |
| 2021 | Plan NameCORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$967,648 / $1,261,452 | 2021 | CORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $967,648 / $1,261,452 |
| 2020 | Plan NameCORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$955,783 / $967,648 | 2020 | CORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $955,783 / $967,648 |
| 2019 | Plan NameCORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$964,743 / $955,783 | 2019 | CORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $964,743 / $955,783 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CORE FINANCIAL ADVISORS
1918 Business Center Dr STE 110, Sn Bernrdno, Ca 92408-3471 Industry:Other Accounting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/15/2020 | Approved$33,157 Forgiven$33,428 LenderBank of America, National Association Jobs3 | 05/15/2020 | $33,157 | $33,428 | Bank of America, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
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Core Tax and Financial Advisors, LLC
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Address Match:1918 Business Ctr San Bernardino, 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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