Financially Yours Advisory Services, Inc.
California
Registered In
01/02/2009
Incorp. Date
Company Summary
Financially Yours Advisory Services, Inc. at 1420 E Chapman Ave, Orange, Ca 92866 lists Donna Lea of Orange, CA as the associate.
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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Donna Lea
Individual Agent
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1420 E CHAPMAN AVE, ORANGE, CA 92866
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Donna Lea
CEO
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1420 E CHAPMAN AVE, ORANGE, CA 92866
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Donna Lea
Chief Financial Officer
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1420 E CHAPMAN AVE, ORANGE, CA 92866
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Donna Lea
Director
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1420 E CHAPMAN AVE, ORANGE, CA 92866
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Donna Lea
Secretary
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1420 E CHAPMAN AVE, ORANGE, CA 92866
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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1420 E CHAPMAN AVE, ORANGE, CA 92866
(Mailing)
View Map
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Financials
Financial Information for Financially Yours Advisory Services, Inc.
Form 5500
FINANCIALLY YOURS ADVISORY SERVICES, INC.
1420 East Chapman Ave, Orange, Ca 92866 (714) 633-2727 EIN:26-4083259 Plan Admin:Donna Lea| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIALLY YOURS ADVISORY SERVICES 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$448,313 / $636,236 | 2023 | FINANCIALLY YOURS ADVISORY SERVICES 401(K) PLAN AND TRUST - Plan #001 | 2 / 2 | $448,313 / $636,236 |
| 2022 | Plan NameFINANCIALLY YOURS ADVISORY SERVICES 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$497,015 / $448,313 | 2022 | FINANCIALLY YOURS ADVISORY SERVICES 401(K) PLAN AND TRUST - Plan #001 | 2 / 2 | $497,015 / $448,313 |
| 2021 | Plan NameFINANCIALLY YOURS ADVISORY SERVICES 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$368,833 / $497,015 | 2021 | FINANCIALLY YOURS ADVISORY SERVICES 401(K) PLAN AND TRUST - Plan #001 | 1 / 2 | $368,833 / $497,015 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIALLY YOURS ADVISORY SERVICES
1420 E Chapman Ave, Orange, Ca 92866-2229 Industry:Other Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$22,004 Forgiven$21,374 LenderBank of America, National Association Jobs3 | 04/30/2020 | $22,004 | $21,374 | Bank of America, National Association | 3 |
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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