Seaside Wealth Management, Inc.

California
Registered In
06/09/2011
Incorp. Date

Company Summary

Seaside Wealth Management, Inc. at 6154 Innovation Way, Carlsbad, Ca 92009 lists Bradley J. Lineberger of Carlsbad, 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

Brad Lineberger Individual Agent
6154 INNOVATION WAY, CARLSBAD, CA 92009
Bradley J. Lineberger CEO
6154 INNOVATION WAY, CARLSBAD, CA 92009
Bradley J. Lineberger Chief Financial Officer
6154 INNOVATION WAY, CARLSBAD, CA 92009
Bradley J. Lineberger Director
6154 INNOVATION WAY, CARLSBAD, CA 92009
Bradley J. Lineberger Secretary
6154 INNOVATION WAY, CARLSBAD, CA 92009
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

6154 INNOVATION WAY, CARLSBAD, CA 92009 (Mailing) View Map

Financials

Financial Information for Seaside Wealth Management, Inc.

Form 5500

SEASIDE WEALTH MANAGEMENT, INC.

6154 Innovation Way, Carlsbad, Ca 92009 (760) 730-8120 EIN:45-3449646 Plan Admin:Bradley Lineberger
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$819,415 / $1,111,587 2023 SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $819,415 / $1,111,587
2023 Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$342,069 / $458,059 2023 SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 5 / 5 $342,069 / $458,059
2022 Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,156,354 / $819,415 2022 SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 7 / 6 $1,156,354 / $819,415
2022 Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$248,678 / $342,069 2022 SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 5 / 5 $248,678 / $342,069
2021 Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$859,381 / $1,156,354 2021 SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 5 / 7 $859,381 / $1,156,354
2021 Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$104,634 / $248,678 2021 SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 5 / 5 $104,634 / $248,678
2020 Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 3 Assets BOY/EOY$570,551 / $859,381 2020 SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 6 / 3 $570,551 / $859,381
2020 Plan NameSEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $104,634 2020 SEASIDE WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 3 / 3 $0 / $104,634
2019 Plan NameSEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$393,220 / $570,551 2019 SEASIDE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 6 / 6 $393,220 / $570,551
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SEASIDE WEALTH MANAGEMENT

6154 Innovation Way, Carlsbad, CA 92009 Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$113,900 Forgiven$114,490 LenderCustomers Bank Jobs6 04/14/2020 $113,900 $114,490 Customers Bank 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:6154 Innovation Way Carlsbad, CA
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Venture Cruise, LLC Registered in California
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Person/City Match:Brad Lineberger - Carlsbad, CA
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Street Match:Innovation Way Carlsbad, CA
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Loma Alta Village Home Owner Association Registered in California
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Miro Homeowners Association Registered in California
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Petrochem Manufacturing, Inc. Registered in California
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R&M Association Registered in California
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Robin Glen Homeowners' Association Registered in California
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Selma Retail Inc. Registered in California
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Sunset Place Association of Carlsbad Registered in California
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World Higher Education Press LLC Registered in California
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Retainer Search, Inc. Registered in Florida
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Austin Lodging Inc. Registered in California
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Ezoic Inc. Registered in California
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Magneto Sports, LLC Registered in California
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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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