Southwest Equity Partners, Inc.

California
Registered In
01/17/2006
Incorp. Date

Company Summary

Southwest Equity Partners, Inc. at 1012 2nd ST STE 200, Encinitas, Ca 92024 lists William J Creagan III and Laura Creagan of Encinitas, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

William Creagan Individual Agent
1012 2ND ST STE 200, ENCINITAS, CA 92024
William J Creagan III CEO
1012 2ND ST STE 200, ENCINITAS, CA 92024
Laura Creagan Chief Financial Officer
1012 2ND ST STE 200, ENCINITAS, CA 92024
Jake Zeiter Director
1012 2ND ST STE 200, ENCINITAS, CA 92024
Laura Creagan Secretary
1012 2ND ST STE 200, ENCINITAS, CA 92024
Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

1012 2ND ST STE 200, ENCINITAS, CA 92024 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 Southwest Equity Partners, Inc.

Form 5500

SOUTHWEST EQUITY PARTNERS INC

953 Sealane Dr, Encinitas, Ca 92024 (760) 419-5300 EIN:20-4241160 Plan Admin:Erisa Fiduciary Services, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY20 / 27 Assets BOY/EOY$208,970 / $295,228 2023 SOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 20 / 27 $208,970 / $295,228
2022 Plan NameSOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY18 / 18 Assets BOY/EOY$210,847 / $208,970 2022 SOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 18 / 18 $210,847 / $208,970
2021 Plan NameSOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY12 / 9 Assets BOY/EOY$163,872 / $210,847 2021 SOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 12 / 9 $163,872 / $210,847
2020 Plan NameSOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$108,467 / $163,872 2020 SOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 12 / 12 $108,467 / $163,872
2019 Plan NameSOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$43,876 / $108,467 2019 SOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 10 / 11 $43,876 / $108,467
2019 Plan NameSOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$43,876 / $108,467 2019 SOUTHWEST EQUITY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 11 $43,876 / $108,467
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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