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.
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Barbara Williams
Individual Agent
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1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008
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Barbara Jessup Williams
Manager
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1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008
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Kaitlin Hewell
Manager
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1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008
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1917 PALOMAR OAKS WAY # 130, CARLSBAD, CA 92008
(Mailing)
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| 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 |
| 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 |
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