Financial Focus LLC

California
Registered In
10/05/2015
Incorp. Date

Company Summary

Financial Focus LLC at 1917 Palomar Oaks Way # 130, Carlsbad, Ca 92008 lists Barbara Jessup Williams and Kaitlin Hewell of Carlsbad, CA as the associates.

Overview

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

Barbara Williams Individual Agent
1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008
Barbara Jessup Williams Manager
1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008
Kaitlin Hewell Manager
1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008
Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history

Map & Locations

1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008 (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 Financial Focus LLC

Form 5500

FINANCIAL FOCUS, LLC

1917 Palomar Oaks Way Suite 130, Carlsbad, Ca 92008 (760) 431-3040 EIN:36-4820854 Plan Admin:Barbara Williams
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,780,184 / $2,265,765 2023 FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 8 / 7 $1,780,184 / $2,265,765
2022 Plan NameFINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,945,383 / $1,780,184 2022 FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $1,945,383 / $1,780,184
2021 Plan NameFINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,769,746 / $1,945,383 2021 FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 6 $1,769,746 / $1,945,383
2020 Plan NameFINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,364,486 / $1,769,746 2020 FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $1,364,486 / $1,769,746
2019 Plan NameFINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$996,868 / $1,364,486 2019 FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 6 $996,868 / $1,364,486
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL FOCUS LLC

1917 Palomar Oaks Way #130, Carlsbad, Ca 92008
Loan Date Approved Forgiven Lender Jobs
05/03/2020 Approved$28,348 Forgiven$28,603 LenderWells Fargo Bank, National Association Jobs5 05/03/2020 $28,348 $28,603 Wells Fargo Bank, National Association 5
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Person/City Match:Barbara Williams - Carlsbad, 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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