Ledwith Financial Services, Inc.

California
Registered In
02/14/2006
Incorp. Date

Company Summary

Ledwith Financial Services, Inc. at 55 W First St, Morgan Hill, Ca 95037 lists Brad Ledwith and Aimee Ledwith of Morgan Hill, CA as the associates.

Overview

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

Brad Ledwith Individual Agent
55 W FIRST ST, MORGAN HILL, CA 95037
Brad Ledwith CEO
55 W FIRST ST, MORGAN HILL, CA 95037
Brad Ledwith Chief Financial Officer
55 W FIRST ST, MORGAN HILL, CA 95037 (View Past Addresses)
Aimee Ledwith Secretary
55 W FIRST ST, MORGAN HILL, CA 95037
Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

55 W FIRST ST, MORGAN HILL, CA 95037 (Mailing) View Map

Financials

Financial Information for Ledwith Financial Services, Inc.

Form 5500

LEDWITH FINANCIAL SERVICES, INC.

55 West First Street, Morgan Hill, Ca 95037 (408) 778-3000 EIN:20-4404143 Plan Admin:Brad Ledwith
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$881,654 / $691,594 2022 LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 4 / 4 $881,654 / $691,594
2021 Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$725,515 / $881,654 2021 LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 4 / 4 $725,515 / $881,654
2020 Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$523,123 / $725,515 2020 LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 5 / 4 $523,123 / $725,515
2019 Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$501,036 / $523,123 2019 LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 7 / 8 $501,036 / $523,123
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LEDWITH FINANCIAL SERVICES INC

55 W 1st St, Morgan Hill, CA 95037-4501 Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
02/03/2021 Approved$50,483 Forgiven$50,968 LenderHeritage Bank of Commerce Jobs7 02/03/2021 $50,483 $50,968 Heritage Bank of Commerce 7
04/16/2020 Approved$50,482 Forgiven$50,937 LenderHeritage Bank of Commerce Jobs4 04/16/2020 $50,482 $50,937 Heritage Bank of Commerce 4
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:55 W First St Morgan Hill, CA
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Person/City Match:Aimee Ledwith - Morgan Hill, CA
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Street Match:W First St Morgan Hill, 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
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