California Mortgage Advisors, Inc.
Idaho
Registered In
03/15/2018
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
California Mortgage Advisors, Inc. at 4304 Redwood Hwy # 100, San Rafael, Ca 94903 lists Jack Terrell and Neil S Baer of San Rafael, CA as associates.
Overview
Registered In
Idaho
Incorporation Date
Company Type
Foreign Business Corporation
Status
Active-Good Standing
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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Registered Agents Inc
Commercial Registered Agent
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784 S CLEARWATER LOOP STE R, POST FALLS, ID 83854
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Jack Terrell
President
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4304 REDWOOD HWY # 100, SAN RAFAEL, CA 94903
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Neil S Baer
Vice President
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4304 REDWOOD HIGHWAY #100 100, SAN RAFAEL, CA 94903
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Robert Lee
Secretary
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4304 REDWOOD HWY # 100, SAN RAFAEL, CA 94903
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Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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4304 REDWOOD HWY # 100, SAN RAFAEL, CA 94903
View Map
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Financials
Financial Information for California Mortgage Advisors, Inc.
Form 5500
CALIFORNIA MORTGAGE ADVISORS, INC.
4304 Redwood Highway STE 100, San Rafael, Ca 94903 (415) 451-4888 EIN:68-0314095 Plan Admin:Neil Baer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,090,088 / $1,330,935 | 2023 | CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,090,088 / $1,330,935 |
| 2022 | Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,374,628 / $1,090,088 | 2022 | CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,374,628 / $1,090,088 |
| 2021 | Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,089,884 / $1,374,628 | 2021 | CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,089,884 / $1,374,628 |
| 2020 | Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$886,179 / $1,089,884 | 2020 | CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $886,179 / $1,089,884 |
| 2019 | Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$672,734 / $886,179 | 2019 | CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $672,734 / $886,179 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CALIFORNIA MORTGAGE ADVISORS INC
4304 Redwood Hwy #100, SAN RAFAEL, CA 94903-2103 Industry:Other Activities Related to Real Estate| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$125,500 Forgiven$126,605 LenderBank of San Francisco Jobs5 | 04/15/2020 | $125,500 | $126,605 | Bank of San Francisco | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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California Mortgage Advisors, Inc
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|
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Elevate Gourmet Brands, Inc.
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|
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Elevate Gourmet Brands, Inc.
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|
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|
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Green Beans Coffee Company, Inc.
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|
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|
Egb Services LLC
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|
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|
Bennett Industries, Inc.
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Green Beans Coffee Company Usa, LLC
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|
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J-Funding, Inc.
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|
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|
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|
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|
Blts Marketing I, LLC
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|
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Person/City Match:Jack Terrell - San Rafael, CA
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Bella Marble Imports
Registered in Idaho
|
Post Falls, ID San Rafael, CA | View Report | |
|
Refund Realty, Inc.
Registered in California
|
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Person/City Match:Neil S Baer - San Rafael, CA
|
Cma Mortgage
Registered in Oregon
|
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Person/City Match:Robert Lee - San Rafael, CA
|
Glenwood Construction, LLC
Registered in California
|
Salt Lake City, UT San Rafael, CA (1 more) | View Report | |
|
Structured Financial Associates, Inc.
Registered in Connecticut
|
Atlanta, GA San Rafael, CA | View Report | |
|
Team Ghilotti, Inc.
Registered in California
|
Petaluma, CA Sebastopol, CA (1 more) | View Report | |
|
Structured Financial Associates, Inc.
Registered in Florida
|
Atlanta, GA Plantation, FL | View Report | |
|
Structured Financial Associates, Inc.
Registered in Massachusetts
|
Atlanta, GA Pittsburgh, PA | View Report | |
|
Structured Financial Associates, Inc.
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|
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Sources
The following government agencies have contributed data:
• Idaho Secretary of State's Office • U.S. Department of Labor • U.S. Small Business Administration
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