Watermark Capital, Inc.

Nicholas Joutz President	16485 LAGUNA CANYON RD STE 205, IRVINE, CA 92618
Charles Dragna Secretary	16485 LAGUNA CANYON RD STE 205, IRVINE, CA 92618

16485 LAGUNA CANYON RD STE 205, IRVINE, CA 92618 View Map

Form 5500

100 Spectrum Center Dr STE 520, Irvine, Ca 92618 (800) 896-9365 EIN:20-4255880 Plan Admin:Jarna Shroff

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY163 / 143 Assets BOY/EOY$6,364,944 / $7,430,726	2023	WATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	163 / 143	$6,364,944 / $7,430,726
2022	Plan NameWATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY256 / 150 Assets BOY/EOY$7,420,217 / $6,364,944	2022	WATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	256 / 150	$7,420,217 / $6,364,944
2021	Plan NameWATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY227 / 256 Assets BOY/EOY$4,888,477 / $7,420,217	2021	WATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	227 / 256	$4,888,477 / $7,420,217
2020	Plan NameWATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY147 / 214 Assets BOY/EOY$3,229,207 / $4,888,477	2020	WATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	147 / 214	$3,229,207 / $4,888,477
2019	Plan NameWATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY104 / 137 Assets BOY/EOY$2,078,658 / $3,229,207	2019	WATERMARK CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	104 / 137	$2,078,658 / $3,229,207

Benefit & Retirement Plans based on Form 5500.

PPP Loans

100 Spectrum Center Dr. #150, Irvine, CA 92618-4964 Industry:Mortgage and Nonmortgage Loan Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$1,965,600 Forgiven$1,901,806 LenderLoan Source Incorporated Jobs106	04/13/2020	$1,965,600	$1,901,806	Loan Source Incorporated	106

PPP Loans based on Paycheck Protection Program.

Address Match:16485 Laguna Canyon Rd Ste 205 Irvine, CA

Watermark Capital, Inc. Registered in West Virginia	Irvine, CA	View Report
Rate1st Registered in Idaho	Irvine, CA	View Report
Watermark Home Loans Registered in Utah	Irvine, CA Midvale, UT	View Report
Westworld Insurance Services Registered in California	Irvine, CA	View Report
North Thousand Pass, LLC Registered in Texas	Irvine, CA	View Report
Watermark Capital, Inc Registered in Rhode Island	East Providence, RI Irvine, CA	View Report
Watermark Capital, Inc. Registered in New Hampshire	Concord, NH Irvine, CA	View Report
Watermark Capital, Inc. Registered in Alabama	Irvine, CA Montgomery, AL	View Report

Related Business Names:

Watermark Capital, Inc. Registered in West Virginia	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Michigan	Irvine, CA	View Report
Watermark Capital, Inc. Registered in New Jersey		View Report
Watermark Capital, Inc. Registered in Wyoming	Cheyenne, WY Irvine, CA	View Report
Watermark Capital, Inc. Registered in California	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Virginia	Irvine, CA	View Report
Watermark Capital, Inc. Registered in New Mexico	Irvine, CA Santa Fe, NM	View Report
Watermark Capital, Inc. Registered in North Dakota	Bismarck, ND Irvine, CA	View Report
Watermark Capital, Inc. Registered in Connecticut	Waterbury, CT (1 more)	View Report
Watermark Capital, Inc. Registered in Oregon	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Florida	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Kansas	Olathe, KS Irvine, CA	View Report
Watermark Capital, Inc. Registered in Ohio	Cleveland, OH Irvine, CA	View Report
Watermark Capital, Inc. Registered in Alabama	Montgomery, AL Irvine, CA	View Report
Watermark Capital, Inc. Registered in Maine	Augusta, ME Irvine, CA	View Report
Watermark Capital, Inc. Registered in Arkansas	Irvine, CA (1 more)	View Report
Watermark Capital, Inc. Registered in Florida	Orlando, FL	View Report
Watermark Capital, Inc. Registered in Idaho	Irvine, CA	View Report

Address Match:16485 Laguna Canyon Rd Irvine, CA

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Specialized Medical Management Corporation Registered in California	Irvine, CA	View Report
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Person/City Match:Nicholas Joutz - Irvine, CA

Watermark Capital, Inc. Registered in Arizona	Irvine, CA Phoenix, AZ	View Report
Watermark Capital, Inc. Registered in Vermont	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Pennsylvania	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Washington	Olympia, WA Irvine, CA	View Report
Watermark Capital, Inc. Registered in Minnesota	Paul, MN	View Report
Watermark Capital, Inc. Registered in Idaho	Irvine, CA	View Report
Watermark Capital, Inc Registered in Georgia	Irvine, CA Lawrenceville, GA	View Report
Watermark Capital, Inc. Registered in North Carolina	Raleigh, NC Irvine, CA	View Report
Watermark Capital, Inc. Registered in New Hampshire	Concord, NH Irvine, CA	View Report
Watermark Capital, Inc. Registered in Mississippi	Irvine, CA	View Report
Watermark Capital, Inc. (California) Registered in Georgia	Atlanta, GA Irvine, CA	View Report

Person/City Match:Charles Dragna - Irvine, CA

Tidemark Foundation Registered in California	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Mississippi	Irvine, CA	View Report
Watermark Capital, Inc. Registered in Texas	Dallas, TX Irvine, CA	View Report
Watermark Capital, Inc. (Ca) Registered in Georgia	Irvine, CA	View Report

The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration

Company Summary