Westshore Wealth, LLC
California
Registered In
04/04/2016
Incorp. Date
Company Summary
Westshore Wealth, LLC at 4041 Macarthur Blvd STE 160, Newport Beach, Ca 92660 lists Trevor Blake Bryant and Ryan Sands Brizendine of Newport Beach, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Trevor Blake Bryant
Individual Agent
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4041 MACARTHUR BLVD STE 160, NEWPORT BEACH, CA 92660
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Trevor Blake Bryant
Manager
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4041 MACARTHUR BLVD STE 160, NEWPORT BEACH, CA 92660
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Ryan Sands Brizendine
Manager
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4041 MACARTHUR BLVD STE 160, NEWPORT BEACH, CA 92660
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Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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4041 MACARTHUR BLVD STE 160, NEWPORT BEACH, CA 92660
View Map
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Financials
Financial Information for Westshore Wealth, LLC
Form 5500
WESTSHORE WEALTH, LLC
4041 Macarthur Blvd. Suite 160, Newport Beach, Ca 92660 (949) 825-7505 EIN:81-2320869 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWESTSHORE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$973,742 / $1,576,962 | 2023 | WESTSHORE WEALTH 401(K) PLAN - Plan #001 | 8 / 8 | $973,742 / $1,576,962 |
| 2022 | Plan NameWESTSHORE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$979,944 / $973,742 | 2022 | WESTSHORE WEALTH 401(K) PLAN - Plan #001 | 9 / 9 | $979,944 / $973,742 |
| 2021 | Plan NameWESTSHORE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$745,811 / $979,944 | 2021 | WESTSHORE WEALTH 401(K) PLAN - Plan #001 | 10 / 9 | $745,811 / $979,944 |
| 2020 | Plan NameWESTSHORE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$492,851 / $745,811 | 2020 | WESTSHORE WEALTH 401(K) PLAN - Plan #001 | 10 / 10 | $492,851 / $745,811 |
| 2019 | Plan NameWESTSHORE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY0 / 10 Assets BOY/EOY$0 / $492,851 | 2019 | WESTSHORE WEALTH 401(K) PLAN - Plan #001 | 0 / 10 | $0 / $492,851 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WESTSHORE WEALTH, LLC
4041 MacArthur Blvd, Suite 160, Newport Beach, CA 92660| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$173,600 Forgiven$175,165 LenderLive Oak Banking Company Jobs9 | 04/06/2020 | $173,600 | $175,165 | Live Oak Banking Company | 9 |
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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