Capstone Financial Group, Inc.
California
Registered In
01/10/2013
Incorp. Date
Company Summary
Capstone Financial Group, Inc. at 25950 Acero Cir STE 100, Mission Viejo, Ca 92691 lists Jordan Bennett of San Juan Capistrano, 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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Jordan Bennett
Individual Agent
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25950 ACERO CIR STE 100, MISSION VIEJO, CA 92691
(View Past Addresses)
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Jordan Bennett
CEO
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31850 PASEO NAVARRA, SAN JUAN CAPISTRANO, CA 92675
(View Past Addresses)
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Jordan Bennett
Chief Financial Officer
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25950 ACERO CIR STE 100, MISSION VIEJO, CA 92691
(View Past Addresses)
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Jordan Bennett
Director
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25950 ACERO CIR STE 100, MISSION VIEJO, CA 92691
(View Past Addresses)
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Jordan Bennett
Secretary
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31850 PASEO NAVARRA, SAN JUAN CAPISTRANO, CA 92675
(View Past Addresses)
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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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25950 ACERO CIR STE 100, MISSION VIEJO, CA 92691
View Map
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Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Capstone Financial Group, Inc.
Form 5500
CAPSTONE FINANCIAL GROUP, INC.
PO Box 625, San Clemente, Ca 92674 (949) 829-7484 EIN:46-1764581 Plan Admin:Jordan Bennett| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$836,914 / $772,836 | 2022 | CAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 4 / 4 | $836,914 / $772,836 |
| 2021 | Plan NameCAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$649,468 / $836,914 | 2021 | CAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 4 / 4 | $649,468 / $836,914 |
| 2020 | Plan NameCAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$489,555 / $649,468 | 2020 | CAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $489,555 / $649,468 |
| 2019 | Plan NameCAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$357,091 / $489,555 | 2019 | CAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 4 / 3 | $357,091 / $489,555 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CAPSTONE FINANCIAL GROUP
31850 Paseo Navarra, San Juan Capistrano, CA 92675-3651 Industry:Offices of Real Estate Agents and Brokers| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/05/2021 | Approved$48,707 Forgiven$48,983 LenderLegacy Bank Jobs4 | 03/05/2021 | $48,707 | $48,983 | Legacy Bank | 4 |
| 05/01/2020 | Approved$47,027 Forgiven$47,337 LenderJPMorgan Chase Bank, National Association Jobs40 | 05/01/2020 | $47,027 | $47,337 | JPMorgan Chase Bank, National Association | 40 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
Person/City Match:Jordan Bennett - Mission Viejo, CA
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Realm Property Management, Inc.
Registered in California
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Mission Viejo, CA Aliso Viejo, CA (1 more) | View Report |
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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