Pacific Wealth Strategies Group, Inc.
California
Registered In
07/12/2007
Incorp. Date
Company Summary
Pacific Wealth Strategies Group, Inc. at 4141 State ST STE B11, Santa Barbara, Ca 93110 lists Erin J Neil and Jeffery D Brookshire of Santa Barbara, 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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Erin Jane Neil
Individual Agent
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4141 STATE ST STE B11, SANTA BARBARA, CA 93110
(View Past Addresses)
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Erin J Neil
CEO
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4141 STATE ST STE B11, SANTA BARBARA, CA 93110
(View Past Addresses)
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Jeffery D Brookshire
Chief Financial Officer
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4141 STATE ST STE B11, SANTA BARBARA, CA 93110
(View Past Addresses)
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Jeffery D Brookshire
Director
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4141 STATE ST STE B11, SANTA BARBARA, CA 93110
(View Past Addresses)
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Erin J Neil
Director
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4141 STATE ST STE B11, SANTA BARBARA, CA 93110
(View Past Addresses)
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Jeffery D Brookshire
Secretary
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4141 STATE ST STE B11, SANTA BARBARA, CA 93110
(View Past Addresses)
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Showing current associates only (6 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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4141 STATE ST STE B11, SANTA BARBARA, CA 93110
View Map
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4141 STATE STREET B11, SANTA BARBARA, CA 93110
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Pacific Wealth Strategies Group, Inc.
Form 5500
PACIFIC WEALTH STRATEGIES GROUP, INC.
4213 State St., Suite 206, Santa Barbara, Ca 93110 (805) 966-7775 EIN:77-0692355 Plan Admin:Erin J Neil| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NamePACIFIC WEALTH STRATEGIES GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$581,194 / $932,557 | 2020 | PACIFIC WEALTH STRATEGIES GROUP, INC. 401(K) PLAN - Plan #001 | 3 / 2 | $581,194 / $932,557 |
| 2019 | Plan NamePACIFIC WEALTH STRATEGIES GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$398,545 / $581,194 | 2019 | PACIFIC WEALTH STRATEGIES GROUP, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $398,545 / $581,194 |
| 2019 | Plan NamePACIFIC WEALTH STRATEGIES GROUP, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$219,133 / $344,740 | 2019 | PACIFIC WEALTH STRATEGIES GROUP, INC. DEFINED BENEFIT PLAN - Plan #002 | 3 / 2 | $219,133 / $344,740 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PACIFIC WEALTH STRATEGIES GROUP INC
4213 State St 206, Santa Barbara, CA 93110-2852| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$57,255 Forgiven$0 LenderAmerican Riviera Bank Jobs2 | 04/28/2020 | $57,255 | $0 | American Riviera Bank | 2 |
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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