Level Advisors

Dana Point, CA

California

Registered In

06/27/2018

Incorp. Date

Company Summary

Level Advisors at 24632 San Juan Ave STE 230, Dana Point, Ca 92629 lists Kelly Allen of Dana Point, CA as the associate.

Overview

Registered In

California

Incorporation Date

06/27/2018

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Kelly Eugene Allen Individual Agent	24632 SAN JUAN AVE STE 230, DANA POINT, CA 92629
Kelly Allen CEO	25191 SEA VISTA DR, DANA POINT, CA 92629
Kelly Allen Chief Financial Officer	25191 SEA VISTA DR, DANA POINT, CA 92629
Kelly Allen Director	25191 SEA VISTA DR, DANA POINT, CA 92629
Kelly Allen Secretary	25191 SEA VISTA DR, DANA POINT, CA 92629

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

24632 SAN JUAN AVE STE 230, DANA POINT, CA 92629 View Map
24632 SAN JUAN AVENUE- STE 230 STE 230, DANA POINT, CA 92629 (Mailing) View Map

Financials

Financial Information for Level Advisors

Form 5500

LEVEL ADVISORS

24632 San Juan Ave., Ste. 230, Dana Point, Ca 92629 (949) 404-4986 EIN:83-1016946 Plan Admin:Kelly Allen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameVALUE ADVISORS 401(K) PROFIT-SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$852,066 / $3,877,436	2022	VALUE ADVISORS 401(K) PROFIT-SHARING PLAN - Plan #001	9 / 10	$852,066 / $3,877,436
2021	Plan NameVALUE ADVISORS 401(K) PROFIT-SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$607,937 / $852,066	2021	VALUE ADVISORS 401(K) PROFIT-SHARING PLAN - Plan #001	7 / 7	$607,937 / $852,066
2020	Plan NameVALUE ADVISORS 401(K) PROFIT-SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $607,937	2020	VALUE ADVISORS 401(K) PROFIT-SHARING PLAN - Plan #001	7 / 7	$0 / $607,937

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LEVEL ADVISORS, INC.

24632 San Juan Ave Ste 230, DANA POINT, CA 92629-2835 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$108,500 Forgiven$109,365 LenderBayFirst National Bank Jobs7	04/10/2020	$108,500	$109,365	BayFirst National Bank	7

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:24632 San Juan Ave Ste 230 Dana Point, CA

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Address Match:24632 San Juan Ave Dana Point, 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