Bracey Tax and Investments, Inc.

California
Registered In
01/26/2012
Incorp. Date

Company Summary

Bracey Tax and Investments, Inc. at 3 Pointe Dr 201, Brea, Ca 92821 lists Phillip Gayle Bracey and Patricia Hines Bracey of La Mirada, 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

Phillip Gayle Bracey Individual Agent
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Phillip Gayle Bracey CEO
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Patricia Hines Bracey Chief Financial Officer
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Phillip Gayle Bracey Director
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Sean Bracey Phillip Bracey Director
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Abigail Bracey Director
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Patricia Hines Bracey Director
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Sean Phillip Bracey Secretary
11853 STAMY RD, LA MIRADA, CA 90638 (View Past Addresses)
Showing current associates only (8 of 10 total associates). Create a free account to see the full associate history

Map & Locations

3 POINTE DR 201, BREA, CA 92821 View Map
11853 STAMY RD, LA MIRADA, CA 90638 (Mailing) View Map
Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Bracey Tax and Investments, Inc.

Form 5500

BRACEY TAX & INVESTMENTS, INC.

3 Pointe Dr Suite 201, Brea, Ca 92821 (562) 902-6560 EIN:45-4990701 Plan Admin:Sean Bracey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$572,892 / $779,353 2023 BRACEY FINANCIAL 401(K) PLAN - Plan #001 7 / 7 $572,892 / $779,353
2022 Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$550,307 / $572,892 2022 BRACEY FINANCIAL 401(K) PLAN - Plan #001 6 / 7 $550,307 / $572,892
2021 Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$411,805 / $550,307 2021 BRACEY FINANCIAL 401(K) PLAN - Plan #001 7 / 6 $411,805 / $550,307
2020 Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$288,329 / $411,805 2020 BRACEY FINANCIAL 401(K) PLAN - Plan #001 6 / 7 $288,329 / $411,805
2019 Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$192,622 / $288,329 2019 BRACEY FINANCIAL 401(K) PLAN - Plan #001 5 / 6 $192,622 / $288,329
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BRACEY TAX AND INVESTMENTS, INC.

11853 Stamy Rd, La Mirada, Ca 90638 Industry:Tax Preparation Services
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$65,352 Forgiven$65,918 LenderJPMorgan Chase Bank, National Association Jobs6 05/01/2020 $65,352 $65,918 JPMorgan Chase Bank, National Association 6
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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