Heritage Retirement Advisors, Inc.
California
Registered In
10/14/2005
Incorp. Date
Company Summary
Heritage Retirement Advisors, Inc. at 11440 W Bernardo Ct STE 238, San Diego, Ca 92127 lists Brian Dean Gibbs and Brian D Gibbs of Escondido, 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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Brian Dean Gibbs
Individual Agent
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3909 SUMMER WAY, ESCONDIDO, CA 92025
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Brian Dean Gibbs
CEO
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3909 SUMMER WAY, ESCONDIDO, CA 92025
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Brian D Gibbs
Chief Financial Officer
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3909 SUMMER WAY, ESCONDIDO, CA 92025
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Brian Dean Gibbs
Director
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3909 SUMMER WAY, ESCONDIDO, CA 92025
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Amanda L Mclean
Director
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2675 AURALIE DR, ESCONDIDO, CA 92025
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Amanda L Mclean
Secretary
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2675 AURALIE DR, ESCONDIDO, CA 92025
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Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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11440 W BERNARDO CT STE 238, SAN DIEGO, CA 92127
(Mailing)
View Map
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Financials
Financial Information for Heritage Retirement Advisors, Inc.
Form 5500
HERITAGE RETIREMENT ADVISORS, INC.
11440 W. Bernardo Ct., Suite 390, San Diego, Ca 92127 (858) 487-1111 EIN:55-0908803 Plan Admin:Brian Gibbs| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,014,137 / $876,652 | 2022 | HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,014,137 / $876,652 |
| 2021 | Plan NameHERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$797,533 / $1,014,137 | 2021 | HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $797,533 / $1,014,137 |
| 2020 | Plan NameHERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$531,874 / $797,533 | 2020 | HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $531,874 / $797,533 |
| 2019 | Plan NameHERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$447,562 / $531,874 | 2019 | HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $447,562 / $531,874 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE RETIREMENT ADVISORS, INC.
11440 W. Bernardo Ct. Ste. 238, San. Diego, CA 92127 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$48,500 Forgiven$48,980 LenderZions Bank, A Division of Jobs3 | 05/01/2020 | $48,500 | $48,980 | Zions Bank, A Division of | 3 |
PPP Loans based on Paycheck Protection Program.
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Address Match:11440 W Bernardo Ct Ste 238 San Diego, CA
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|
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|
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|
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|
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|
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|
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|
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|
Cahan Panama LLC
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|
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Registered in California
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|
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|
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|
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|
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|
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|
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|
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|
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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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