Lighthouse Financial Services, Inc.
California
Registered In
07/17/1998
Incorp. Date
Company Summary
Lighthouse Financial Services, Inc. at 3070 Saturn ST STE 101, Brea, Ca 92821 lists Robert G Mcdaniel and Michael Verity of Brea, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Robert G Mcdaniel
Individual Agent
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3070 SATURN ST STE 101, BREA, CA 92821
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Robert G Mcdaniel
CEO
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3070 SATURN ST STE 101, BREA, CA 92821
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Robert G Mcdaniel
Chief Financial Officer
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3070 SATURN ST STE 101, BREA, CA 92821
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Michael Verity
Vice President
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3070 SATURN ST STE 101, BREA, CA 92821
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Michael R Verity
Director
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3070 SATURN ST STE 101, BREA, CA 92821
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Robert G Mcdaniel
Secretary
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3070 SATURN ST STE 101, BREA, CA 92821
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Showing current associates only (6 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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3070 SATURN ST STE 101, BREA, CA 92821
(Mailing)
View Map
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Financials
Financial Information for Lighthouse Financial Services, Inc.
Form 5500
LIGHTHOUSE FINANCIAL SERVICES, INC.
3070 Saturn Street, Suite 101, Brea, Ca 92821 (714) 572-8900 EIN:33-0818241 Plan Admin:Robert Mcdaniel| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$719,569 / $992,779 | 2023 | LIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 9 / 8 | $719,569 / $992,779 |
| 2023 | Plan NameLIGHTHOUSE FINANCIAL SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$554,289 / $930,593 | 2023 | LIGHTHOUSE FINANCIAL SERVICES, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $554,289 / $930,593 |
| 2022 | Plan NameLIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$593,220 / $719,569 | 2022 | LIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 9 / 9 | $593,220 / $719,569 |
| 2022 | Plan NameLIGHTHOUSE FINANCIAL SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$289,830 / $554,289 | 2022 | LIGHTHOUSE FINANCIAL SERVICES, INC. CASH BALANCE PLAN - Plan #002 | 3 / 4 | $289,830 / $554,289 |
| 2021 | Plan NameLIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$529,223 / $593,220 | 2021 | LIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 12 / 9 | $529,223 / $593,220 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIGHTHOUSE FINANCIAL SERVICES, INC.
3070 Saturn St., Brea, CA 92821 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$203,239 Forgiven$205,283 LenderBMO Bank National Association Jobs11 | 04/30/2020 | $203,239 | $205,283 | BMO Bank National Association | 11 |
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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