Lisa Wise Consulting, Inc.
California
Registered In
02/20/2008
Incorp. Date
Company Summary
Lisa Wise Consulting, Inc. at 983 Osos St, San Luis Obispo, Ca 93401 lists Lisa A Wise and Henry Pontarelli of San Luis Obispo, CA as the associates.
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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Lisa A Wise
Individual Agent
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983 OSOS ST, SAN LUIS OBISPO, CA 93401
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Lisa A Wise
CEO
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983 OSOS ST, SAN LUIS OBISPO, CA 93401
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Lisa A Wise
Chief Financial Officer
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983 OSOS ST, SAN LUIS OBISPO, CA 93401
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Henry Pontarelli
Director
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983 OSOS ST, SAN LUIS OBISPO, CA 93401
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Lisa A Wise
Director
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983 OSOS ST, SAN LUIS OBISPO, CA 93401
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Henry Pontarelli
Secretary
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983 OSOS ST, SAN LUIS OBISPO, CA 93401
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Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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983 OSOS ST, SAN LUIS OBISPO, CA 93401
(Mailing)
View Map
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Financials
Financial Information for Lisa Wise Consulting, Inc.
Form 5500
LISA WISE CONSULTING, INC.
983 Osos Street, San Luis Obispo, Ca 93401 (805) 595-1345 EIN:80-0155045 Plan Admin:Lisa Wise| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLISA WISE CONSULTING, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 10 Assets BOY/EOY$1,054,918 / $1,606,266 | 2022 | LISA WISE CONSULTING, INC. CASH BALANCE PENSION PLAN - Plan #002 | 12 / 10 | $1,054,918 / $1,606,266 |
| 2022 | Plan NameLISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$1,384,853 / $1,278,340 | 2022 | LISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 19 / 18 | $1,384,853 / $1,278,340 |
| 2021 | Plan NameLISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 19 Assets BOY/EOY$1,056,391 / $1,384,853 | 2021 | LISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 17 / 19 | $1,056,391 / $1,384,853 |
| 2021 | Plan NameLISA WISE CONSULTING, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$495,646 / $1,054,918 | 2021 | LISA WISE CONSULTING, INC. CASH BALANCE PENSION PLAN - Plan #002 | 12 / 12 | $495,646 / $1,054,918 |
| 2020 | Plan NameLISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$807,332 / $1,056,391 | 2020 | LISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 12 | $807,332 / $1,056,391 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LISA WISE CONSULTING, INC.
983 Osos Street, San Luis Obispo, CA 93401 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$226,500 Forgiven$227,629 LenderCustomers Bank Jobs18 | 04/14/2020 | $226,500 | $227,629 | Customers Bank | 18 |
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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