Preferred Mortgage Inc.

San Ramon, CA

California

Registered In

01/31/2014

Incorp. Date

Company Summary

Preferred Mortgage Inc. at 210 Porter Dr STE 200, San Ramon, Ca 94583 lists James F Wilson and Scott Wilson Kues of San Ramon, CA as associates.

Overview

Registered In

California

Incorporation Date

01/31/2014

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

James Foster Wilson Individual Agent	210 PORTER DR STE 200, SAN RAMON, CA 94583 (View Past Addresses)
James F Wilson CEO	210 PORTER DR STE 200, SAN RAMON, CA 94583
Scott Wilson Kues Chief Financial Officer	210 PORTER DR STE 200, SAN RAMON, CA 94583 (View Past Addresses)
John Steven Benno Secretary	210 PORTER DR STE 200, SAN RAMON, CA 94583 (View Past Addresses)

Showing current associates only (4 of 8 total associates). Create a free account to see the full associate history

Map & Locations

210 PORTER DR STE 200, SAN RAMON, CA 94583 View Map

Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Preferred Mortgage Inc.

Form 5500

PREFERRED MORTGAGE, INC.

210 Porter Drive, Suite 200, San Ramon, Ca 94583 (925) 838-6810 EIN:47-3371707 Plan Admin:James Wilson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePREFERRED MORTGAGE, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,219,311 / $1,107,782	2022	PREFERRED MORTGAGE, INC. CASH BALANCE PENSION PLAN - Plan #002	9 / 9	$1,219,311 / $1,107,782
2021	Plan NamePREFERRED MORTGAGE, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$594,641 / $1,219,311	2021	PREFERRED MORTGAGE, INC. CASH BALANCE PENSION PLAN - Plan #002	10 / 9	$594,641 / $1,219,311
2020	Plan NamePREFERRED MORTGAGE, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$0 / $594,641	2020	PREFERRED MORTGAGE, INC. CASH BALANCE PENSION PLAN - Plan #002	10 / 10	$0 / $594,641

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PREFERRED MORTGAGE INC

2600 Old Rd, San Ramon, Ca 94583 Industry:Mortgage and Nonmortgage Loan Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$72,117 Forgiven$72,768 LenderU.S. Bank, National Association Jobs7	05/01/2020	$72,117	$72,768	U.S. Bank, National Association	7

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:210 Porter Dr San Ramon, CA

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Person/City Match:Scott Wilson Kues - San Ramon, CA

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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