Carlson Asset Managers L.L.C.
California
Registered In
06/11/2020
Incorp. Date
Foreign
Registration Type
Nevada
Foreign Jurisdiction
Company Summary
Carlson Asset Managers L.L.C. at 1120 W La Veta Ave STE 300, Orange, Ca 92868 lists Gregory Carlson of Orange, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Nevada
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Gregory Carlson
Individual Agent
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1120 W LA VETA AVE STE 300, ORANGE, CA 92868
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Gregory Carlson
Manager
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1120 W LA VETA AVE STE 300, ORANGE, CA 92868
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1120 W LA VETA AVE STE 300, ORANGE, CA 92868
View Map
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3773 HOWARD HUGHES PARKWAY STE 500 S, LAS VEGAS, NV 89169
View Map
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Financial Information for Carlson Asset Managers L.L.C.
Form 5500
CARLSON ASSET MANAGERS, LLC
1120 W. La Veta Avenue Suite 300, Orange, Ca 92868 (714) 336-4536 EIN:45-4096397 Plan Admin:Gregory Carlson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameCARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY3 / 0 Assets BOY/EOY$0 / $0 | 2021 | CARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN - Plan #501 | 3 / 0 | $0 / $0 |
| 2020 | Plan NameCARLSON ASSET MANAGERS 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,328,091 / $2,860,945 | 2020 | CARLSON ASSET MANAGERS 401K PLAN - Plan #001 | 4 / 4 | $1,328,091 / $2,860,945 |
| 2020 | Plan NameCARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY3 / 0 Assets BOY/EOY$0 / $0 | 2020 | CARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN - Plan #501 | 3 / 0 | $0 / $0 |
| 2019 | Plan NameCARLSON ASSET MANAGERS 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,140,091 / $1,328,091 | 2019 | CARLSON ASSET MANAGERS 401K PLAN - Plan #001 | 4 / 4 | $1,140,091 / $1,328,091 |
| 2019 | Plan NameCARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY3 / 0 Assets BOY/EOY$0 / $0 | 2019 | CARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN - Plan #501 | 3 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CARLSON ASSET MANAGERS, LLC
10031 Deerhaven Dr, Santa Ana, CA 92705-1530 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/26/2020 | Approved$56,667 Forgiven$57,271 LenderLoan Source Incorporated Jobs4 | 05/26/2020 | $56,667 | $57,271 | Loan Source Incorporated | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:1120 W La Veta Ave Orange, CA
Person/City Match:Gregory Carlson - Orange, CA
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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
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