Preferred Strategies, Inc.

Idaho
Registered In
07/03/2023
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Preferred Strategies, Inc. at 2425 Porter ST STE 20, Soquel, Ca 95073 lists Adam Crigger of Sqouel, CA as the associate.

Registered In
Idaho
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Business Corporation
Status
Active-Good Standing
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SEC | EDGAR Trellis.Law Recent News
James Kelley Registered Agent
4100 N CHARLEVILLE RD, POST FALLS, ID 83854
Adam Crigger Governor
2425 PORTER STREET SUITE 20 TERRY REBELO, SQOUEL, CA 95073
2425 PORTER ST STE 20, SOQUEL, CA 95073 View Map
2425 PORTER ST STE 20 TERRY REBELO, SOQUEL, CA 95073-2453 (Mailing) View Map

Financial Information for Preferred Strategies, Inc.

Form 5500

PREFERRED STRATEGIES, INC.

2425 Porter Street Suite 20, Soquel, Ca 95073 (888) 232-7337 EIN:02-0559065 Plan Admin:Terry Rebelo
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY28 / 25 Assets BOY/EOY$0 / $0 2022 PREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 28 / 25 $0 / $0
2021 Plan NamePREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY24 / 23 Assets BOY/EOY$0 / $0 2021 PREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 24 / 23 $0 / $0
2020 Plan NamePREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY20 / 20 Assets BOY/EOY$0 / $0 2020 PREFERRED STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 20 / 20 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PREFERRED STRATEGIES

2425 Porter Street Suite 20, Soquel, Ca 95073 Veteran:No
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$404,037 Forgiven$409,162 LenderWells Fargo Bank, National Association Jobs20 05/01/2020 $404,037 $409,162 Wells Fargo Bank, National Association 20
PPP Loans based on Paycheck Protection Program.
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Address Match:2425 Porter St Ste 20 Soquel, CA
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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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