Carleton Management, Inc.

California
Registered In
08/21/2003
Incorp. Date

Company Summary

Carleton Management, Inc. in San Marcos, CA lists Townhomes Of San Mateo Owners' Association of San Mateo, CA and Jeffrey H. Silberman of Solana Beach, CA

Overview

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

Miguel A. Smith Individual Agent
5405 MOREHOUSE DR STE 205, SAN DIEGO, CA 92121
Townhomes Of San Mateo Owners' Association Applicant
509 N SAN MATEO DR, SAN MATEO, CA 94401
Jeffrey H. Silberman CEO
153 S SIERRA ST BOX 1007, SOLANA BEACH, CA 92075 (View Past Addresses)
Jeffrey H. Silberman Chief Financial Officer
153 S SIERRA ST BOX 1007, SOLANA BEACH, CA 92075 (View Past Addresses)
Karen Silberman Director
153 S SIERRA ST BOX 1007, SOLANA BEACH, CA 92075 (View Past Addresses)
Lisa Foster Director
153 S SIERRA ST BOX 1007, SOLANA BEACH, CA 92075 (View Past Addresses)
Marcia Hazen Secretary
153 S SIERRA ST BOX 1007, SOLANA BEACH, CA 92075 (View Past Addresses)
Showing current associates only (7 of 10 total associates). Create a free account to see the full associate history

Map & Locations

153 S SIERRA ST, SOLANA BEACH, CA 92075 View Map
PO BOX 1007, SOLANA BEACH, CA 92075 (Mailing) View Map
Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Carleton Management, Inc.

Form 5500

CARLETON MANAGEMENT, INC.

Post Office Box 1007, Solana Beach, Ca 92075 (619) 846-1001 EIN:65-1240510 Plan Admin:Jeffrey Silberman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,758,739 / $2,205,056 2023 CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 12 / 12 $1,758,739 / $2,205,056
2022 Plan NameCARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,807,366 / $1,758,739 2022 CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 14 / 13 $1,807,366 / $1,758,739
2021 Plan NameCARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,724,303 / $1,807,366 2021 CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 16 / 16 $1,724,303 / $1,807,366
2020 Plan NameCARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,047,059 / $1,724,303 2020 CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 16 / 16 $1,047,059 / $1,724,303
2019 Plan NameCARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$0 / $1,047,059 2019 CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 16 / 16 $0 / $1,047,059
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CARLETON MANAGEMENT, INC.

11440 W Bernardo Ct STE 390, San Diego, Ca 92127-1640 Industry:Residential Property Managers
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$505,100 Forgiven$510,829 LenderCity National Bank Jobs16 04/06/2020 $505,100 $510,829 City National Bank 16
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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