Optimize Financial Inc.

California
Registered In
06/04/2018
Incorp. Date

Company Summary

Optimize Financial Inc. at 23212 Mill Creek Dr, Laguna Hills, Ca 92653 lists Casey E Witters of Laguna Hills, CA as the associate.

Overview

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

Casey Elizabeth Witters Individual Agent
23212 MILL CREEK DR, LAGUNA HILLS, CA 92653
Casey E Witters CEO
23212 MILL CREEK DR, LAGUNA HILLS, CA 92653
Casey E Witters Chief Financial Officer
23212 MILL CREEK DR, LAGUNA HILLS, CA 92653
Casey E Witters Director
23212 MILL CREEK DR, LAGUNA HILLS, CA 92653
Casey E Witters Secretary
23212 MILL CREEK DR, LAGUNA HILLS, CA 92653
Showing 10 of 12 associates. Create a free account to view the complete list and historical changes.

Map & Locations

23212 MILL CREEK DR, LAGUNA HILLS, CA 92653 View Map
23212 MILL CREEK DR, LAGUNA HILL, CA 92653 View Map
Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Optimize Financial Inc.

Form 5500

OPTIMIZE FINANCIAL, INC.

23212 Mill Creek Drive, Laguna Hills, Ca 92653 (949) 471-0000 EIN:83-1085006 Plan Admin:Casey Whitson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameOPTIMIZE FINANCIAL, INC. 401(K) PLAN Plan #002 Participants BOY/EOY7 / 14 Assets BOY/EOY$158,037 / $270,816 2022 OPTIMIZE FINANCIAL, INC. 401(K) PLAN - Plan #002 7 / 14 $158,037 / $270,816
Benefit & Retirement Plans based on Form 5500.
PPP Loans

OPTIMIZE FINANCIAL INC.

300 Spectrum Center Dr Suite 845, Irvine, CA 92618
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$83,123 Forgiven$83,927 LenderCeltic Bank Corporation Jobs2 05/01/2020 $83,123 $83,927 Celtic Bank Corporation 2
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:23212 Mill Creek Dr Laguna Hills, 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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