Ptm Financial, LLC

California
Registered In
12/16/2020
Incorp. Date

Company Summary

Ptm Financial, LLC at 12348 High Bluff Dr STE 240, San Diego, Ca 92130 lists James Pierik of Chula Vista, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

James Pierik Individual Agent
418 STARWOOD CIR, CHULA VISTA, CA 91910
James Pierik CEO
418 STARWOOD CIR, CHULA VISTA, CA 91910
James Pierik Manager
418 STARWOOD CIR, CHULA VISTA, CA 91910

Map & Locations

12348 HIGH BLUFF DR STE 240, SAN DIEGO, CA 92130 View Map

Financials

Financial Information for Ptm Financial, LLC

Form 5500

PTM FINANCIAL LLC

12348 High Bluff Drive Suite 240, San Diego, Ca 92130 (619) 777-3907 EIN:88-1562782 Plan Admin:Margarita Pierik
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$282,428 / $332,119 2023 PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 8 / 8 $282,428 / $332,119
2022 Plan NamePTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY0 / 8 Assets BOY/EOY$0 / $282,428 2022 PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 0 / 8 $0 / $282,428
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/City Match:James Pierik - Chula Vista, CA
Pierik Enterprises, Inc. Registered in California
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Address Match:12348 High Bluff Dr San Diego, CA
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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