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.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Robert Alan Garcia Individual Agent
615 S MAIN ST STE A, SAN LUIS OBISPO, CA 93465
Robert Alan Garcia CEO
615 S MAIN ST STE A, TEMPLETON, CA 93465
Robert Alan Garcia Chief Financial Officer
615 S MAIN ST STE A, TEMPLETON, CA 93465
Robert Garcia Director
615 S MAIN ST STE A, TEMPLETON, CA 93465
Deborah Lynn Donnelly Director
615 S MAIN ST STE A, TEMPLETON, CA 93465
Deborah Lynn Donnelly Secretary
615 S MAIN ST STE A, TEMPLETON, CA 93465
Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history

Map & Locations

615 S MAIN ST STE A, TEMPLETON, CA 93465 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

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.

Linked Companies

Address Match:615 S Main St Ste a Templeton, CA
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Person/City Match:Robert Alan Garcia - San Luis Obispo, CA
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Street Match:S Main St Templeton, 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
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