Citrus Wealth Management

California
Registered In
12/22/2017
Incorp. Date

Company Summary

Citrus Wealth Management at 1461 Ford ST STE 103, Redlands, Ca 92373 lists John Marvin and Blaine Shira of Redlands, CA as the associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Terminated
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John Marvin CEO
1461 FORD ST STE 103, REDLANDS, CA 92373
Blaine Shira Chief Financial Officer
1461 FORD ST STE 103, REDLANDS, CA 92373
John Marvin Director
1461 FORD ST STE 103, REDLANDS, CA 92373
Blaine Shira Director
1461 FORD ST STE 103, REDLANDS, CA 92373
Blaine Shira Secretary
1461 FORD ST STE 103, REDLANDS, CA 92373
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1461 FORD ST STE 103, REDLANDS, CA 92373 (Mailing) View Map

Financial Information for Citrus Wealth Management

Form 5500

CITRUS WEALTH MANAGEMENT

1461 Ford Street, Suite 103, Redlands, Ca 92373 (909) 312-4412 EIN:82-4233378 Plan Admin:John Marvin
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameCITRUS WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $41,229 2020 CITRUS WEALTH MANAGEMENT 401(K) PLAN - Plan #001 4 / 4 $0 / $41,229
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CITRUS WEALTH MANAGEMENT

1461 Ford ST STE 103, Redlands, Ca 92373-3908 Industry:All Other Business Support Services
Loan Date Approved Forgiven Lender Jobs
05/02/2020 Approved$63,302 Forgiven$0 LenderBank of America, National Association Jobs4 05/02/2020 $63,302 $0 Bank of America, National Association 4
PPP Loans based on Paycheck Protection Program.
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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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