Wheaten Financial, Inc.

Kansas
Registered In
06/14/2022
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Wheaten Financial, Inc. in Burlington, MA was registered on 06/14/2022. It is listed at 200 Summit Dr STE 100, Burlington, Ma 01803.

Registered In
Kansas
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign for Profit
Status
Active and in Good Standing
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C T Corporation System Registered Agent
112 SW 7TH ST STE 3C, TOPEKA, KS 66603
200 SUMMIT DR STE 100, BURLINGTON, MA 01803 (Mailing) View Map

Financial Information for Wheaten Financial, Inc.

Form 5500

WHEATEN FINANCIAL, INC.

130 Mccormick Ave Suite 103, Costa Mesa, Ca 92626 (949) 722-6830 EIN:26-2602949 Plan Admin:Aimee Mcchurch
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWHEATEN FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$730,529 / $0 2023 WHEATEN FINANCIAL 401(K) PLAN - Plan #001 0 / 0 $730,529 / $0
2022 Plan NameWHEATEN FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$739,045 / $730,529 2022 WHEATEN FINANCIAL 401(K) PLAN - Plan #001 12 / 9 $739,045 / $730,529
2021 Plan NameWHEATEN FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$573,850 / $739,045 2021 WHEATEN FINANCIAL 401(K) PLAN - Plan #001 7 / 10 $573,850 / $739,045
2020 Plan NameWHEATEN FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$443,899 / $573,850 2020 WHEATEN FINANCIAL 401(K) PLAN - Plan #001 7 / 6 $443,899 / $573,850
2019 Plan NameWHEATEN FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$304,183 / $443,899 2019 WHEATEN FINANCIAL 401(K) PLAN - Plan #001 6 / 7 $304,183 / $443,899
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WHEATEN FINANCIAL, INC.

233 Avenida Rosa, San Clemente, Ca 92672
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$177,335 Forgiven$179,396 LenderJPMorgan Chase Bank, National Association Jobs7 05/01/2020 $177,335 $179,396 JPMorgan Chase Bank, National Association 7
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

State of Kansas Office of the Secretary of State U.S. Department of Labor U.S. Small Business Administration
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