Ocean West Wealth Strategies, Inc.
California
Registered In
05/19/2014
Incorp. Date
Company Summary
Ocean West Wealth Strategies, Inc. at 1632 Hauser Cir, Thousand Oaks, Ca 91362 lists Barry A Stern of Thousand Oaks, 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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Barry A Stern
Individual Agent
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1632 HAUSER CIR, THOUSAND OASK, CA 91362
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Barry A Stern
CEO
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1632 HAUSER CIR, THOUSAND OAKS, CA 91362
(View Past Addresses)
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Barry A Stern
Chief Financial Officer
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1632 HAUSER CIR, THOUSAND OAKS, CA 91362
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Barry A Stern
Director
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1632 HAUSER CIR, THOUSAND OAKS, CA 91362
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Barry A Stern
Secretary
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1632 HAUSER CIR, THOUSAND OAKS, CA 91362
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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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1632 HAUSER CIR, THOUSAND OAKS, CA 91362
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Ocean West Wealth Strategies, Inc.
Form 5500
OCEAN WEST WEALTH STRATEGIES, INC.
1632 Hauser Circle, Thousand Oaks, Ca 91362 (805) 231-7514 EIN:46-5754382 Plan Admin:Barry Stern| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameOCEAN WEST WEALTH STRATEGIES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY1 / 0 Assets BOY/EOY$617,028 / $0 | 2021 | OCEAN WEST WEALTH STRATEGIES, INC. DEFINED BENEFIT PLAN - Plan #002 | 1 / 0 | $617,028 / $0 |
| 2021 | Plan NameOCEAN WEST WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$277,663 / $0 | 2021 | OCEAN WEST WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 0 | $277,663 / $0 |
| 2020 | Plan NameOCEAN WEST WEALTH STRATEGIES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 1 Assets BOY/EOY$564,731 / $617,028 | 2020 | OCEAN WEST WEALTH STRATEGIES, INC. DEFINED BENEFIT PLAN - Plan #002 | 2 / 1 | $564,731 / $617,028 |
| 2020 | Plan NameOCEAN WEST WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$195,700 / $277,663 | 2020 | OCEAN WEST WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $195,700 / $277,663 |
| 2019 | Plan NameOCEAN WEST WEALTH STRATEGIES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$394,180 / $564,731 | 2019 | OCEAN WEST WEALTH STRATEGIES, INC. DEFINED BENEFIT PLAN - Plan #002 | 2 / 2 | $394,180 / $564,731 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OCEAN WEST WEALTH STRATEGIES INC
875 S. Westlake Blvd #218, Westlake Village, Ca 91361| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/11/2020 | Approved$29,147 Forgiven$29,416 LenderWells Fargo Bank, National Association Jobs2 | 05/11/2020 | $29,147 | $29,416 | Wells Fargo Bank, National Association | 2 |
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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