Chartwell Financial Advisory, Inc.
California
Registered In
01/02/2015
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction
Company Summary
Chartwell Financial Advisory, Inc. at 535 Anton Blvd STE 810, Costa Mesa, Ca 92626 lists Paul J Halverson and Theodore R Hansen of Minneapols, MN.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Terminated
Registration Type
Foreign
Foreign Jurisdiction
Minnesota
Search Other Resources
People
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Richard Joseph
Individual Agent
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535 ANTON BLVD STE 810, COSTA MESA, CA 92626
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Paul J Halverson
CEO
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150 S 5TH ST STE 2700, MINNEAPOLS, MN 55402
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Theodore R Hansen
Chief Financial Officer
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150 S 5TH ST STE 2700, MINNEAPOLS, MN 55402
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Theodore R Hansen
Secretary
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150 S 5TH ST STE 2700, MINNEAPOLIS, MN 55402
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Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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535 ANTON BLVD STE 810, COSTA MESA, CA 92626
View Map
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150 S 5TH ST STE 2700, MINNEAPOLIS, MN 55402-4243
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Chartwell Financial Advisory, Inc.
Form 5500
CHARTWELL FINANCIAL ADVISORY, INC.
150 South Fifth Street Suite 2700, Minneapolis, Mn 55402 (612) 230-3100 EIN:36-4799908 Plan Admin:Michael Vanderford| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY97 / 108 Assets BOY/EOY$12,207,151 / $10,731,127 | 2022 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 97 / 108 | $12,207,151 / $10,731,127 |
| 2021 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY84 / 95 Assets BOY/EOY$10,263,809 / $12,207,151 | 2021 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 84 / 95 | $10,263,809 / $12,207,151 |
| 2020 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY88 / 84 Assets BOY/EOY$8,435,950 / $10,263,809 | 2020 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 88 / 84 | $8,435,950 / $10,263,809 |
| 2019 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY89 / 87 Assets BOY/EOY$5,945,040 / $8,435,950 | 2019 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 89 / 87 | $5,945,040 / $8,435,950 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CHARTWELL FINANCIAL ADVISORY, INC.
150 South 5TH ST, MINNEAPOLIS, MN 55402-1204 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$1,451,000 Forgiven$1,459,984 LenderBremer Bank, National Association Jobs68 | 04/05/2020 | $1,451,000 | $1,459,984 | Bremer Bank, National Association | 68 |
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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