Whelan Financial
California
Registered In
03/28/2007
Incorp. Date
Company Summary
Whelan Financial at 7700 N Palm Ave STE 201, Fresno, Ca 93711 lists Portia White and Taylor Whelan of Fresno, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Vincent Whelan
Individual Agent
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
|
|
|
Portia White
CEO
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
|
|
|
Taylor Whelan
Chief Financial Officer
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
|
|
|
Portia White
Director
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
|
|
|
Taylor Whelan
Director
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
|
|
|
Vincent Whelan
Director
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
|
|
|
Taylor Whelan
Secretary
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
|
|
7700 N PALM AVE STE 201, FRESNO, CA 93711
View Map
|
Financial Information for Whelan Financial
Form 5500
WHELAN FINANCIAL, INC.
7700 N Palm Ave STE 201, Fresno, Ca 93711 (559) 228-8002 EIN:26-0262268 Plan Admin:Portia White| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWHELAN FINANCIAL 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$2,087,378 / $1,870,602 | 2022 | WHELAN FINANCIAL 401(K) PLAN & TRUST - Plan #001 | 16 / 16 | $2,087,378 / $1,870,602 |
| 2021 | Plan NameWHELAN FINANCIAL 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY17 / 13 Assets BOY/EOY$1,753,694 / $2,087,378 | 2021 | WHELAN FINANCIAL 401(K) PLAN & TRUST - Plan #001 | 17 / 13 | $1,753,694 / $2,087,378 |
| 2020 | Plan NameWHELAN FINANCIAL 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$1,319,346 / $1,753,694 | 2020 | WHELAN FINANCIAL 401(K) PLAN & TRUST - Plan #001 | 15 / 15 | $1,319,346 / $1,753,694 |
| 2019 | Plan NameWHELAN FINANCIAL 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$961,671 / $1,319,346 | 2019 | WHELAN FINANCIAL 401(K) PLAN & TRUST - Plan #001 | 15 / 14 | $961,671 / $1,319,346 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WHELAN FINANCIAL, INC.
735 W Alluvial Ave, Suite 101, Fresno, CA 93711 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$159,700 Forgiven$160,991 LenderLive Oak Banking Company Jobs10 | 04/06/2020 | $159,700 | $160,991 | Live Oak Banking Company | 10 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Whelan Financial Group, Inc.
Registered in New Jersey
|
View Report | ||
|
Whelan Financial Services LLC
Registered in Ohio
|
Westlake, OH Akron, OH | View Report | |
|
Whelan & Lecure Financial Group
Registered in Missouri
|
Jefferson City, MO | View Report | |
|
Starr Whelan Financial, LTD.
Registered in Minnesota
|
Inver Grove Heights, MN | View Report |
Address Match:7700 N Palm Ave Fresno, CA
|
Gerawan Farming LLC
Registered in California
|
Fresno, CA | View Report | |
|
Gerawan Farming Partners LLC
Registered in California
|
Fresno, CA | View Report | |
|
Gerawan Farming Services LLC
Registered in California
|
Fresno, CA | View Report | |
|
Gerawan Supply, Inc.
Registered in California
|
Fresno, CA | View Report | |
|
Gfp LLC
Registered in California
|
Fresno, CA | View Report | |
|
Mvk Farmco LLC
Registered in California
|
Fresno, CA | View Report | |
|
Wawona Farm Co. LLC
Registered in California
|
Fresno, CA Wilmington, DE (1 more) | View Report | |
|
Wawona Management, LLC
Registered in California
|
Cutler, CA Fresno, CA (1 more) | View Report | |
|
Wawona Packing Co. LLC
Registered in California
|
Fresno, CA | View Report |
Person/City Match:Vincent Whelan - Fresno, CA
|
Central California Medical Management, Inc.
Registered in California
|
Fresno, CA | View Report | |
|
Huntington Associates Medical Group Management, Inc.
Registered in California
|
Fresno, CA | View Report |
Person/City Match:Taylor Whelan - Fresno, CA
|
The Art of Life Cancer Foundation, Inc.
Registered in California
|
Fresno, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States