La Pointe Wealth Management Inc.
California
Registered In
04/15/2005
Incorp. Date
Company Summary
La Pointe Wealth Management Inc. in Temecula, CA lists Adrian J. Lopez, A Professional Law Corp. of El Segundo, CA and David La Pointe of Temecula, CA
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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Bryce Street
Individual Agent
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
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Adrian J. Lopez, A Professional Law Corp.
Applicant
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214 MAIN ST # 458, EL SEGUNDO, CA 90245
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David La Pointe
CEO
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
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Bryce Street
Chief Financial Officer
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
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Karen La Pointe
Director
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
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Bryce Street
Director
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
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David La Pointe
Director
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
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Karen La Pointe
Secretary
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
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Showing current associates only (8 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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43980 MARGARITA RD # 201, TEMECULA, CA 92592
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for La Pointe Wealth Management Inc.
Form 5500
LA POINTE WEALTH MANAGEMENT, INC.
43980 Margarita Rd, STE 201, Temecula, Ca 92592 (951) 694-3537 EIN:80-0130583 Plan Admin:Bryce Street| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$5,232,813 / $4,552,549 | 2022 | LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 6 / 7 | $5,232,813 / $4,552,549 |
| 2022 | Plan NameLA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$4,903,152 / $4,448,534 | 2022 | LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $4,903,152 / $4,448,534 |
| 2021 | Plan NameLA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$4,927,543 / $5,232,813 | 2021 | LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 5 / 5 | $4,927,543 / $5,232,813 |
| 2021 | Plan NameLA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$4,181,336 / $4,903,152 | 2021 | LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 6 | $4,181,336 / $4,903,152 |
| 2020 | Plan NameLA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$4,160,924 / $4,927,543 | 2020 | LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 5 / 5 | $4,160,924 / $4,927,543 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LA POINTE WEALTH MANAGEMENT INC
43980 Margarita Rd Suite 201, TEMECULA, CA 92592| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$131,421 Forgiven$132,827 LenderHOMEBANK Jobs6 | 05/01/2020 | $131,421 | $132,827 | HOMEBANK | 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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