Garcia Wealth Management Group Inc.
California
Registered In
07/23/2014
Incorp. Date
Company Summary
Garcia Wealth Management Group Inc. at 615 S Main ST STE A, Templeton, Ca 93465 lists Robert Alan Garcia and Robert Garcia of Templeton, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Robert Alan Garcia
Individual Agent
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615 S MAIN ST STE A, SAN LUIS OBISPO, CA 93465
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Robert Alan Garcia
CEO
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615 S MAIN ST STE A, TEMPLETON, CA 93465
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Robert Alan Garcia
Chief Financial Officer
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615 S MAIN ST STE A, TEMPLETON, CA 93465
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Robert Garcia
Director
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615 S MAIN ST STE A, TEMPLETON, CA 93465
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Deborah Lynn Donnelly
Director
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615 S MAIN ST STE A, TEMPLETON, CA 93465
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Deborah Lynn Donnelly
Secretary
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615 S MAIN ST STE A, TEMPLETON, CA 93465
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615 S MAIN ST STE A, TEMPLETON, CA 93465
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Financial Information for Garcia Wealth Management Group Inc.
Form 5500
GARCIA WEALTH MANAGEMENT GROUP, INC.
613 S. Main Street, Templeton, Ca 93465 (805) 434-2608 EIN:30-0842305 Plan Admin:Rob Garcia| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameGARCIA WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,190,030 / $1,529,923 | 2020 | GARCIA WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 9 | $1,190,030 / $1,529,923 |
| 2019 | Plan NameGARCIA WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$859,999 / $1,190,030 | 2019 | GARCIA WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 9 | $859,999 / $1,190,030 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GARCIA WEALTH MANAGEMENT GROUP, INC.
613 S. Main St, Templeton, Ca 93465-5103 Ethnicity:Hispanic or Latino Race:White Veteran:Yes| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$165,500 Forgiven$167,196 LenderUmpqua Bank Jobs10 | 04/14/2020 | $165,500 | $167,196 | Umpqua Bank | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:615 S Main St Ste a Templeton, CA
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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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