Independent Financial Group LLC
California
Registered In
10/12/2021
Incorp. Date
Company Summary
Independent Financial Group LLC in Fountain Valley, CA lists Sle Investment Group Llc of Fontana, CA and Nguyen Vi Do of Westminster, CA
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Nguyen Vi Do
Individual Agent
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15911 PLUMWOOD ST, WESTMINSTER, CA 92683
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Sle Investment Group Llc
Manager
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14801 SLOVER AVE, FONTANA, CA 92337
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Nguyen Vi Do
CEO
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15911 PLUMWOOD ST, WESTMINSTER, CA 92683
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Nguyen Vi Do
Manager
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15911 PLUMWOOD ST, WESTMINSTER, CA 92683
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16027 BROOKHURST ST STE I-254, FOUNTAIN VALLEY, CA 92708
(Mailing)
View Map
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Financial Information for Independent Financial Group LLC
Form 5500
INDEPENDENT FINANCIAL GROUP, LLC
12671 High Bluff Drive, Suite, San Diego, Ca 92130 (800) 269-1903 EIN:71-0927304 Plan Admin:Mercedes Montanez| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 133 Assets BOY/EOY$6,973,771 / $8,315,412 | 2023 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 125 / 133 | $6,973,771 / $8,315,412 |
| 2022 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY97 / 122 Assets BOY/EOY$7,339,826 / $6,973,771 | 2022 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 97 / 122 | $7,339,826 / $6,973,771 |
| 2020 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY112 / 93 Assets BOY/EOY$5,680,391 / $6,510,713 | 2020 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 112 / 93 | $5,680,391 / $6,510,713 |
| 2019 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY107 / 111 Assets BOY/EOY$4,277,971 / $5,680,391 | 2019 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 107 / 111 | $4,277,971 / $5,680,391 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INDEPENDENT FINANCIAL GROUP, INC.
12671 High Bluff Drive #200, San Diego, CA 92130 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$1,507,002 Forgiven$1,519,058 LenderAxos Bank Jobs82 | 04/10/2020 | $1,507,002 | $1,519,058 | Axos Bank | 82 |
PPP Loans based on Paycheck Protection Program.
Person/Address Match:Sle Investment Group Llc -
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Ter Investment Group LLC
Registered in California
|
Fountain Valley, CA Westminster, CA | View Report |
Address Match:16027 Brookhurst St Ste I-254 Fountain Valley, CA
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Person/City Match:Nguyen Vi Do - Westminster, 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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