Infocus Financial Strategies, LLC

California
Registered In
08/25/2014
Incorp. Date

Company Summary

Infocus Financial Strategies, LLC at 1219 Pleasant Grove Blvd STE 100, Roseville, Ca 95678 lists John David Pittman of Roseville, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

John David Pittman Individual Agent
1219 PLEASANT GROVE BLVD STE 100, ROSEVILLE, CA 95678
John David Pittman Manager
1219 PLEASANT GROVE BLVD STE 100, ROSEVILLE, CA 95678
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

1219 PLEASANT GROVE BLVD STE 100, ROSEVILLE, CA 95678 View Map

Financials

Financial Information for Infocus Financial Strategies, LLC

Form 5500

INFOCUS FINANCIAL STRATEGIES, LLC

1219 Pleasant Grove Blvd, #100, Roseville, Ca 95678 (916) 462-8000 EIN:32-0448985 Plan Admin:John Pittman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameINFOCUS FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$68,861 / $180,566 2023 INFOCUS FINANCIAL 401(K) PLAN - Plan #001 6 / 5 $68,861 / $180,566
2022 Plan NameINFOCUS FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $68,861 2022 INFOCUS FINANCIAL 401(K) PLAN - Plan #001 6 / 6 $0 / $68,861
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INFOCUS FINANCIAL STRATEGIES LLC

1219 Pleasant Grove Blvd Suite 100, Roseville, Ca 95678 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$25,228 Forgiven$25,487 LenderWells Fargo Bank, National Association Jobs3 05/01/2020 $25,228 $25,487 Wells Fargo Bank, National Association 3
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
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