Preferred Capital Advisors

Sacramento, CA

California

Registered In

04/15/2002

Incorp. Date

Company Summary

Preferred Capital Advisors at 555 Capital Mall STE 995, Sacramento, Ca 95814 lists Daniel Corfee and Craig Zarro of Sacramento, CA as associates.

Overview

Registered In

California

Incorporation Date

04/15/2002

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Daniel Corfee Individual Agent	555 CAPITAL MALL STE 995, SACRAMENTO, CA 95814
Daniel Corfee CEO	555 CAPITAL MALL STE 995, SACRAMENTO, CA 95814
Craig Zarro Chief Financial Officer	555 CAPITAL MALL STE 995, SACRAMENTO, CA 95814
Daniel Corfee Director	555 CAPITAL MALL STE 995, SACRAMENTO, CA 95814
Matthew Swanston Secretary	555 CAPITAL MALL STE 995, SACRAMENTO, CA 95814

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

555 CAPITAL MALL STE 995, SACRAMENTO, CA 95814 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Preferred Capital Advisors

Form 5500

PREFERRED CAPITAL ADVISORS, INC.

555 Capital Mall Suite 995, Sacramento, Ca 95814 (916) 669-4690 EIN:75-3047260 Plan Admin:Michael Maves

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$3,814,454 / $3,264,912	2022	PREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	15 / 15	$3,814,454 / $3,264,912
2022	Plan NamePREFERRED CAPITAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,584,267 / $2,708,566	2022	PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN - Plan #002	11 / 11	$2,584,267 / $2,708,566
2021	Plan NamePREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$3,020,289 / $3,814,454	2021	PREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	15 / 15	$3,020,289 / $3,814,454
2021	Plan NamePREFERRED CAPITAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,820,394 / $2,584,267	2021	PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN - Plan #002	12 / 11	$1,820,394 / $2,584,267
2020	Plan NamePREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 15 Assets BOY/EOY$2,316,531 / $3,020,289	2020	PREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	12 / 15	$2,316,531 / $3,020,289
2020	Plan NamePREFERRED CAPITAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,142,113 / $1,820,394	2020	PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN - Plan #002	9 / 11	$1,142,113 / $1,820,394
2019	Plan NamePREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,553,327 / $2,316,531	2019	PREFERRED CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	12 / 12	$1,553,327 / $2,316,531
2019	Plan NamePREFERRED CAPITAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$505,061 / $1,142,113	2019	PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN - Plan #002	10 / 9	$505,061 / $1,142,113

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PREFERRED CAPITAL ADVISORS

555 Capitol Mall Ste 995, Sacramento, CA 95814-4606 Industry:All Other Professional, Scientific, and Technical Services

Loan Date	Approved	Forgiven	Lender	Jobs
03/06/2021	Approved$350,094 Forgiven$353,547 LenderUmpqua Bank Jobs12	03/06/2021	$350,094	$353,547	Umpqua Bank	12
04/07/2020	Approved$316,427 Forgiven$319,912 LenderUmpqua Bank Jobs12	04/07/2020	$316,427	$319,912	Umpqua Bank	12

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:555 Capital Mall Ste 995 Sacramento, CA

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Address Match:555 Capital Mall Sacramento, CA

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Person/City Match:Daniel Corfee - Sacramento, CA

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Person/City Match:Craig Zarro - Sacramento, CA

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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