Erk Financial Consultants, Inc.

California
Registered In
05/21/2008
Incorp. Date

Company Summary

Erk Financial Consultants, Inc. at 535 N Brand Blvd 450, Glendale, Ca 91203 lists Erica A Roach and Jessica Yi of Glendale, CA as associates.

Overview

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

Erica A Roach Individual Agent
535 N BRAND BLVD 450, GLENDALE, CA 91203 (View Past Addresses)
Erica A Roach CEO
535 N BRAND BLVD 450, GLENDALE, CA 91203 (View Past Addresses)
Jessica Yi Chief Financial Officer
535 N BRAND BLVD 450, GLENDALE, CA 91203 (View Past Addresses)
Jessica Yi Director
535 N BRAND BLVD 450, GLENDALE, CA 91203 (View Past Addresses)
Erica Roach Director
535 N BRAND BLVD 450, GLENDALE, CA 91203
Erica A Roach Secretary
535 N BRAND BLVD 450, GLENDALE, CA 91203 (View Past Addresses)
Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history

Map & Locations

535 N BRAND BLVD 450, GLENDALE, CA 91203 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Erk Financial Consultants, Inc.

Form 5500

ERK FINANCIAL CONSULTANTS, INC.

535 North Brand Blvd Suite 450, Glendale, Ca 91203 (818) 649-3940 EIN:90-0402259 Plan Admin:Erica Roach
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$844,798 / $852,365 2022 ERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $844,798 / $852,365
2021 Plan NameERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$619,006 / $844,798 2021 ERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 5 / 4 $619,006 / $844,798
2020 Plan NameERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$450,263 / $619,006 2020 ERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 5 $450,263 / $619,006
2019 Plan NameERK FINANCIAL CONSULTANTS INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$316,418 / $450,263 2019 ERK FINANCIAL CONSULTANTS INC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 3 $316,418 / $450,263
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ERK FINANCIAL CONSULTANTS INC.

535 N Brand Blvd Ste 450, Glendale, CA 91203-3393 Industry:Offices of Certified Public Accountants Ethnicity:Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
03/10/2021 Approved$90,954 Forgiven$91,340 LenderBank of Southern California National Association Jobs6 03/10/2021 $90,954 $91,340 Bank of Southern California National Association 6
04/08/2020 Approved$87,700 Forgiven$88,318 LenderBank of Southern California National Association Jobs5 04/08/2020 $87,700 $88,318 Bank of Southern California National Association 5
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:535 N Brand Blvd 450 Glendale, CA
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Erk Financial Consultants, Inc Registered in California
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Person/City Match:Erica A Roach - Glendale, CA
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Person/City Match:Jessica Yi - Glendale, CA
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Person/City Match:Erica Roach - Glendale, 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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