Mccarthy Wealth Management
California
Registered In
04/10/2017
Incorp. Date
Company Summary
Mccarthy Wealth Management at 3300 Irvine Ave STE 310, Newport Beach, Ca 92660 lists Junette Mccarthy and Brian Mccarthy of Newport Beach, CA as the associates.
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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Junette Mccarthy
Individual Agent
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3300 IRVINE AVE STE 310, NEWPORT BEACH, CA 92660
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Junette Mccarthy
CEO
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3300 IRVINE AVE STE 310, NEWPORT BEACH, CA 92660
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Brian Mccarthy
Chief Financial Officer
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3300 IRVINE AVE STE 310, NEWPORT BEACH, CA 92660
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Junette Mccarthy
Director
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3300 IRVINE AVE STE 310, NEWPORT BEACH, CA 92660
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Junette Mccarthy
Secretary
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3300 IRVINE AVE STE 310, NEWPORT BEACH, CA 92660
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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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3300 IRVINE AVE STE 310, NEWPORT BEACH, CA 92660
(Mailing)
View Map
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Financials
Financial Information for Mccarthy Wealth Management
Form 5500
MCCARTHY WEALTH MANAGEMENT
3300 Irvine Avenue Ste. 310, Newport Beach, Ca 92660 (714) 245-1381 EIN:82-1393979 Plan Admin:Junette Mccarthy| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$975,522 / $1,270,145 | 2023 | MCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $975,522 / $1,270,145 |
| 2022 | Plan NameMCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$933,000 / $975,522 | 2022 | MCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $933,000 / $975,522 |
| 2021 | Plan NameMCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$515,051 / $933,000 | 2021 | MCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $515,051 / $933,000 |
| 2020 | Plan NameMCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$385,949 / $515,051 | 2020 | MCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 6 | $385,949 / $515,051 |
| 2019 | Plan NameMCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$232,872 / $385,949 | 2019 | MCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $232,872 / $385,949 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MCCARTHY WEALTH MANAGEMENT
3300 Irvine Avenue Suite 310, Newport Beach, CA 92660| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$75,313 Forgiven$76,281 LenderCross River Bank Jobs6 | 04/16/2020 | $75,313 | $76,281 | Cross River Bank | 6 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:3300 Irvine Ave Ste 310 Newport Beach, CA
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Convoy Technologies LLC
Registered in California
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Newport Beach, CA | View Report | |
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Convoy Technologies LLC
Registered in California
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Indianapolis, IN Lake Forest, CA (3 more) | View Report |
Related Business Names:
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Mccarthy Wealth Management, LLC
Registered in Connecticut
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Avon, CT Simsbury, CT | View Report | |
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Mccarthy Wealth Management, LLC
Registered in Connecticut
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Avon, CT Simsbury, CT | View Report |
Address Match:3300 Irvine Ave Newport Beach, CA
Person/City Match:Brian Mccarthy - Newport Beach, CA
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Urbansurf4kids.Org
Registered in California
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El Cajon, CA Newport Beach, CA (1 more) | View Report |
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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