Physician Wealth Services, LLC

C T Corporation System Registered 1505 Agent	28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Ryan Inman Manager	3268 GOVERNOR DR UNIT 398, SAN DIEGO, CA 92122

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3268 GOVERNOR DR UNIT 398, SAN DIEGO, CA 92122 View Map

Form 5500

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

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.

Address Match:3268 Governor Dr Unit 398 San Diego, CA

Financial Residency LLC Registered in Texas	Dallas, TX San Diego, CA		View Report
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary