Falcon Wealth Planning, Inc.
California
Registered In
01/05/2015
Incorp. Date
Company Summary
Falcon Wealth Planning, Inc. at 3400 Inland Empire Blvd STE 100, Ontario, Ca 91764 lists Gabriel A Shahin of San Dimas, CA and Pete Gautreau of Ontario, CA.
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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Gabriel A Shahin
Individual Agent
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3400 INLAND EMPIRE BLVD STE 100, ONTATIO, CA 91764
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Gabriel A Shahin
CEO
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981 W ARROW HWY UNIT 475, SAN DIMAS, CA 91773
(View Past Addresses)
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Pete Gautreau
Chief Financial Officer
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3400 INLAND EMPIRE BLVD STE 100, ONTARIO, CA 91764
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Ray Bartolome
Vice President
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3400 INLAND EMPIRE BLVD STE 100, ONTARIO, CA 91764
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Ray Bartolome
Director
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3400 INLAND EMPIRE BLVD STE 100, ONTARIO, CA 91764
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Sophia Shahin
Secretary
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3400 INLAND EMPIRE BLVD STE 100, ONTARIO, CA 91764
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Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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3400 INLAND EMPIRE BLVD STE 100, ONTARIO, CA 91764
View Map
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981 W ARROW HWY UNIT 475, SAN DIMAS, CA 91773
(Mailing)
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 Falcon Wealth Planning, Inc.
Form 5500
FALCON WEALTH PLANNING, INC.
3400 Inland Empire Blvd Ste. 100, Ontario, Ca 91764 (855) 963-2526 EIN:47-2775420 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFALCON WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY37 / 44 Assets BOY/EOY$1,311,073 / $2,049,915 | 2023 | FALCON WEALTH PLANNING 401(K) PLAN - Plan #001 | 37 / 44 | $1,311,073 / $2,049,915 |
| 2022 | Plan NameFALCON WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY28 / 37 Assets BOY/EOY$846,258 / $1,311,073 | 2022 | FALCON WEALTH PLANNING 401(K) PLAN - Plan #001 | 28 / 37 | $846,258 / $1,311,073 |
| 2021 | Plan NameFALCON WEALTH PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 29 Assets BOY/EOY$0 / $0 | 2021 | FALCON WEALTH PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 17 / 29 | $0 / $0 |
| 2020 | Plan NameFALCON WEALTH PLANNING, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 17 Assets BOY/EOY$334,885 / $486,808 | 2020 | FALCON WEALTH PLANNING, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 17 | $334,885 / $486,808 |
| 2019 | Plan NameFALCON WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$191,209 / $334,885 | 2019 | FALCON WEALTH PLANNING 401(K) PLAN - Plan #001 | 11 / 13 | $191,209 / $334,885 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FALCON WEALTH PLANNING, INC.
3595-4 Inland Empire Blvd, Ontario, Ca 91764-5920 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$350,000 Forgiven$354,181 LenderBMO Bank National Association Jobs13 | 04/14/2020 | $350,000 | $354,181 | BMO Bank National Association | 13 |
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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