Premier Money Source, Inc. at 24 Sidney Bay Dr, Newport Coast, Ca 92657 lists Duane Wellhoefer of Newport Coast, CA as the associate.
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Duane Wellhoefer
Individual Agent
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24 SIDNEY BAY DR, NEWPORT COAST, CA 92657
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Duane Wellhoefer
CEO
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24 SIDNEY BAY DR, NEWPORT COAST, CA 92657
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Duane Wellhoefer
Chief Financial Officer
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24 SIDNEY BAY DR, NEWPORT COAST, CA 92657
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Duane Wellhoefer
Director
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24 SIDNEY BAY DR, NEWPORT COAST, CA 92657
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Duane Wellhoefer
Secretary
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24 SIDNEY BAY DR, NEWPORT COAST, CA 92657
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24 SIDNEY BAY DR, NEWPORT COAST, CA 92657
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$832,667 / $956,432 | 2022 | PREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 4 | $832,667 / $956,432 |
| 2021 | Plan NamePREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$747,129 / $832,667 | 2021 | PREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $747,129 / $832,667 |
| 2020 | Plan NamePREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$677,170 / $747,129 | 2020 | PREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $677,170 / $747,129 |
| 2019 | Plan NamePREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$592,540 / $677,170 | 2019 | PREMIER MONEY SOURCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $592,540 / $677,170 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/20/2021 | Approved$46,475 Forgiven$878 LenderJPMorgan Chase Bank, National Association Jobs3 | 03/20/2021 | $46,475 | $878 | JPMorgan Chase Bank, National Association | 3 |
| 04/14/2020 | Approved$40,100 Forgiven$40,514 LenderJPMorgan Chase Bank, National Association Jobs3 | 04/14/2020 | $40,100 | $40,514 | JPMorgan Chase Bank, National Association | 3 |
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