Physician Wealth Services, LLC
California
Registered In
09/07/2018
Incorp. Date
Company Summary
Physician Wealth Services, LLC at 3268 Governor Dr UNIT 398, San Diego, Ca 92122 lists Ryan Inman of San Diego, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Terminated
Registration Type
Domestic
Search Other Resources
People
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C T Corporation System
Registered 1505 Agent
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28 LIBERTY ST, NEW YORK, NY 10005
(View Past Addresses)
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Ryan Inman
Manager
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3268 GOVERNOR DR UNIT 398, SAN DIEGO, CA 92122
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Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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3268 GOVERNOR DR UNIT 398, SAN DIEGO, CA 92122
View Map
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Financials
Financial Information for Physician Wealth Services, LLC
Form 5500
PHYSICIAN WEALTH SERVICES LLC
3268 Governor Drive #398, San Diego, Ca 92122 (619) 304-0777 EIN:47-5646664 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePHYSICIAN WEALTH SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$100,247 / $0 | 2022 | PHYSICIAN WEALTH SERVICES 401(K) PLAN - Plan #001 | 5 / 0 | $100,247 / $0 |
| 2021 | Plan NamePHYSICIAN WEALTH SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$25,437 / $100,247 | 2021 | PHYSICIAN WEALTH SERVICES 401(K) PLAN - Plan #001 | 5 / 5 | $25,437 / $100,247 |
| 2020 | Plan NamePHYSICIAN WEALTH SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $25,437 | 2020 | PHYSICIAN WEALTH SERVICES 401(K) PLAN - Plan #001 | 3 / 4 | $0 / $25,437 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PHYSICIAN WEALTH SERVICES LLC
3238 Villanova Ave, San Diego, CA 92122| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$13,437 Forgiven$13,680 LenderCustomers Bank Jobs2 | 05/01/2020 | $13,437 | $13,680 | Customers Bank | 2 |
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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