Schoolhaus Advisors, Inc.

Company Summary

Schoolhaus Advisors, Inc. at 3441 Newridge Dr, Rancho Palos Verdes, Ca 90275 lists Lynne M. Pentecost of Rancho Palos Verdes, CA as the associate.

Overview

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

Alexander T. Alvarez Individual Agent
301 FOREST AVE, LAGUNA BEACH, CA 92651
Lynne M. Pentecost CEO
3441 NEWRIDGE DR, RANCHO PALOS VERDES, CA 90275
Lynne M. Pentecost Chief Financial Officer
3441 NEWRIDGE DR, RANCHO PALOS VERDES, CA 90275
Lynne M. Pentecost Director
3441 NEWRIDGE DR, RANCHO PALOS VERDES, CA 90275
Lynne M. Pentecost Secretary
3441 NEWRIDGE DR, RANCHO PALOS VERDES, CA 90275
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

3441 NEWRIDGE DR, RANCHO PALOS VERDES, CA 90275 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 Schoolhaus Advisors, Inc.

Form 5500

SCHOOLHAUS ADVISORS, INC.

3441 Newridge Dr, Rancho Palos Verdes, Ca 90275 (714) 293-1633 EIN:80-0319643 Plan Admin:Lynne Pentecost
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSCHOOLHAUS ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,793,619 / $2,009,394 2023 SCHOOLHAUS ADVISORS, INC. 401(K) PLAN - Plan #001 4 / 4 $1,793,619 / $2,009,394
2022 Plan NameSCHOOLHAUS ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,855,665 / $1,793,619 2022 SCHOOLHAUS ADVISORS, INC. 401(K) PLAN - Plan #001 4 / 4 $1,855,665 / $1,793,619
2021 Plan NameSCHOOLHAUS ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,629,042 / $1,855,665 2021 SCHOOLHAUS ADVISORS, INC. 401(K) PLAN - Plan #001 3 / 3 $1,629,042 / $1,855,665
2020 Plan NameSCHOOLHAUS ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,540,176 / $1,629,042 2020 SCHOOLHAUS ADVISORS, INC. 401(K) PLAN - Plan #001 3 / 3 $1,540,176 / $1,629,042
2019 Plan NameSCHOOLHAUS ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,245,345 / $1,540,176 2019 SCHOOLHAUS ADVISORS, INC. 401(K) PLAN - Plan #001 3 / 3 $1,245,345 / $1,540,176
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:3441 Newridge Dr Rancho Palos Verdes, CA
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Person/City Match:Alexander T Alvarez - Laguna Beach, CA
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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