Portfolia, Inc.

California
Registered In
07/12/2013
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Portfolia, Inc. at 3 E Third Ave STE 200, San Mateo, Ca 94401 lists Patricia Costello of San Mateo, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Stock Corporation - Out of State - Stock
Status
Active
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Patricia Costello Individual Agent
3 E THIRD AVE STE 200, SAN MATEO, CA 94401
Patricia Costello CEO
3 E THIRD AVE STE 200, SAN MATEO, CA 94401 (View Past Addresses)
Patricia Costello Chief Financial Officer
3 E THIRD AVE STE 200, SAN MATEO, CA 94401
Patricia Costello Secretary
3 E THIRD AVE STE 200, SAN MATEO, CA 94401
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3 E THIRD AVE STE 200, SAN MATEO, CA 94401 View Map
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Financial Information for Portfolia, Inc.

Form 5500

PORTFOLIA, INC.

3 East Third Ave Suite 200, San Mateo, Ca 94401 (650) 429-4362 EIN:80-0924828 Plan Admin:Chris Horne
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePORTFOLIA 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$132,157 / $189,433 2023 PORTFOLIA 401(K) PLAN - Plan #001 9 / 10 $132,157 / $189,433
2022 Plan NamePORTFOLIA 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$90,851 / $132,157 2022 PORTFOLIA 401(K) PLAN - Plan #001 9 / 9 $90,851 / $132,157
2021 Plan NamePORTFOLIA 401(K) PLAN Plan #001 Participants BOY/EOY4 / 9 Assets BOY/EOY$0 / $90,851 2021 PORTFOLIA 401(K) PLAN - Plan #001 4 / 9 $0 / $90,851
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PORTFOLIA, INC.

131 Sycamore Ave, San Mateo, Ca 94402 Industry:All Other Support Services
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$125,325 Forgiven$126,644 LenderCadence Bank Jobs7 04/29/2020 $125,325 $126,644 Cadence Bank 7
PPP Loans based on Paycheck Protection Program.
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Rising Tide Managing Member, LLC Registered in California
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The Fox Law Practice, P.C. Registered in California
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Portfolia Investment 1 LLC Registered in California
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Global Investment Science, LLC Registered in California
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Kitty Group, Inc. Registered in California
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Person/City Match:Patricia Costello - San Mateo, CA
Portfolia Athena Spv, LLC Registered in California
Las Vegas, NV San Mateo, CA (1 more) View Report

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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