Preferred Mortgage Advisors, Inc.
California
Registered In
02/03/2020
Incorp. Date
Company Summary
Preferred Mortgage Advisors, Inc. in Walnut Creek, CA lists Wendy Elizabeth Cutrufelli and Wendy E Cutrufelli of Walnut Creek, 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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Wendy Elizabeth Cutrufelli
Individual Agent
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1990 N CALIFORNIA BLVD FL 8, WALNUT CREEK, CA 94596
(View Past Addresses)
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Wendy Elizabeth Cutrufelli
CEO
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1990 N CALIFORNIA BLVD FL 8, WALNUT CREEK, CA 94596
(View Past Addresses)
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Wendy Elizabeth Cutrufelli
Chief Financial Officer
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1990 N CALIFORNIA BLVD FL 8, WALNUT CREEK, CA 94596
(View Past Addresses)
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Wendy E Cutrufelli
Director
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1990 N CALIFORNIA BLVD FL 8, WALNUT CREEK, CA 94596
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Wendy Elizabeth Cutrufelli
Secretary
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1990 N CALIFORNIA BLVD FL 8, WALNUT CREEK, CA 94596
(View Past Addresses)
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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1990 N CALIFORNIA BLVD FL 8, WALNUT CREEK, CA 94596
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Preferred Mortgage Advisors, Inc.
Form 5500
PREFERRED MORTGAGE ADVISORS INC
1261 Locust ST 229, Walnut Creek, Ca 94596 (925) 917-1135 EIN:84-4582951 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePREFERRED MORTGAGE ADVISORS INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$35,612 / $51,565 | 2023 | PREFERRED MORTGAGE ADVISORS INC 401(K) PLAN - Plan #001 | 2 / 2 | $35,612 / $51,565 |
| 2022 | Plan NamePREFERRED MORTGAGE ADVISORS INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$20,695 / $35,612 | 2022 | PREFERRED MORTGAGE ADVISORS INC 401(K) PLAN - Plan #001 | 2 / 2 | $20,695 / $35,612 |
| 2021 | Plan NamePREFERRED MORTGAGE ADVISORS INC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $20,695 | 2021 | PREFERRED MORTGAGE ADVISORS INC 401(K) PLAN - Plan #001 | 0 / 2 | $0 / $20,695 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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