Optivest, Inc.
California
Registered In
07/07/1999
Incorp. Date
Company Summary
Optivest, Inc. at 24901 Dana Point Harbor Dr STE 200, Dana Point, Ca 92629 lists Leslie Ann Calhoun of Dana Point, CA as the associate.
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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Leslie Ann Calhoun
Individual Agent
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24901 DANA POINT HARBOR DR STE 200, DANA POINT, CA 92629
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Leslie Ann Calhoun
CEO
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24901 DANA POINT HARBOR DR STE 200, DANA POINT, CA 92629
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Leslie Ann Calhoun
Chief Financial Officer
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24901 DANA POINT HARBOR DR STE 200, DANA POINT, CA 92629
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Leslie Ann Calhoun
Director
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24901 DANA POINT HARBOR DR STE 200, DANA POINT, CA 92629
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Leslie Ann Calhoun
Secretary
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24901 DANA POINT HARBOR DR STE 200, DANA POINT, CA 92629
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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24901 DANA POINT HARBOR DR STE 200, DANA POINT, CA 92629
(Mailing)
View Map
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Financials
Financial Information for Optivest, Inc.
Form 5500
OPTIVEST, INC.
24901 Dana Point Harbor Dr, STE 200, Dana Point, Ca 92629 (949) 363-8686 EIN:33-0864701 Plan Admin:Leslie Calhoun| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,061,544 / $1,502,671 | 2023 | OPTIVEST, INC. 401(K) PLAN - Plan #001 | 9 / 9 | $1,061,544 / $1,502,671 |
| 2022 | Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,195,405 / $1,061,544 | 2022 | OPTIVEST, INC. 401(K) PLAN - Plan #001 | 8 / 9 | $1,195,405 / $1,061,544 |
| 2022 | Plan NameOPTIVEST, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$155,250 / $409,970 | 2022 | OPTIVEST, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $155,250 / $409,970 |
| 2021 | Plan NameOPTIVEST, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$924,933 / $1,195,405 | 2021 | OPTIVEST, INC. 401(K) PLAN - Plan #001 | 8 / 8 | $924,933 / $1,195,405 |
| 2021 | Plan NameOPTIVEST, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $155,250 | 2021 | OPTIVEST, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $0 / $155,250 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OPTIVEST INC.
24901 Dana Point Harbor Dr, Dana Point, CA 92629-2930 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 02/04/2021 | Approved$148,063 Forgiven$148,724 LenderBank of Southern California National Association Jobs11 | 02/04/2021 | $148,063 | $148,724 | Bank of Southern California National Association | 11 |
| 04/11/2020 | Approved$148,000 Forgiven$149,062 LenderBank of Southern California National Association Jobs6 | 04/11/2020 | $148,000 | $149,062 | Bank of Southern California National Association | 6 |
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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