Patrick Lee and Associates
California
Registered In
10/20/2021
Incorp. Date
Company Summary
Patrick Lee and Associates at 235 Pine Ave, Carlsbad, Ca 92008 lists Shawn Smith and Lily Smith of Carlsbad, 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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Shawn Smith
Individual Agent
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7172 AVIARA DR, CARLSBAD, CA 92011
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Shawn Smith
CEO
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7172 AVIARA DR, CARLSBAD, CA 92011
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Shawn Smith
Chief Financial Officer
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7172 AVIARA DR, CARLSBAD, CA 92011
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Lily Smith
Director
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7172 AVIARA DR, CARLSBAD, CA 92011
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Shawn Smith
Director
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7172 AVIARA DR, CARLSBAD, CA 92011
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Lily Smith
Secretary
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7172 AVIARA DR, CARLSBAD, CA 92011
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Map & Locations
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235 PINE AVE, CARLSBAD, CA 92008
View Map
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7172 AVIARA DR, CARLSBAD, CA 92011
(Mailing)
View Map
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Financials
Financial Information for Patrick Lee and Associates
Form 5500
PATRICK LEE & ASSOCIATES
235 Pine Ave., Carlsbad, Ca 92008 (310) 569-3980 EIN:87-3870710 Plan Admin:Shawn Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePATRICK LEE & ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$19,660 / $90,770 | 2023 | PATRICK LEE & ASSOCIATES 401(K) PLAN - Plan #001 | 3 / 3 | $19,660 / $90,770 |
| 2022 | Plan NamePATRICK LEE & ASSOCIATES 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $19,660 | 2022 | PATRICK LEE & ASSOCIATES 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $19,660 |
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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