Midwood Financial Services, Inc.

Registered In: Massachusetts
Incorporation Date: 12/15/2015
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Corporation
Status: Active
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Registered Agent Solutions, Inc. Registered Agent	44 SCHOOL ST STE 505, BOSTON, MA 02108
Alan Blank CEO
Alan Blank President
Alan Blank CFO
James Eagan Executive Vice President
Alan Blank Director
Diane Blank Director
Diane Blank Secretary

16133 VENTURA BLVD STE 700, ENCINO, CA 91436 View Map

Financial Information for Midwood Financial Services, Inc.

Form 5500

MIDWOOD FINANCIAL SERVICES, INC.

16133 Ventura Blvd., Suite 700, Encino, Ca 91436 (818) 907-7601 EIN:95-4646566 Plan Admin:Alan H. Blank

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY27 / 26 Assets BOY/EOY$7,266,458 / $8,985,812	2023	MIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	27 / 26	$7,266,458 / $8,985,812
2022	Plan NameMIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY31 / 27 Assets BOY/EOY$9,084,625 / $7,266,458	2022	MIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	31 / 27	$9,084,625 / $7,266,458
2021	Plan NameMIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY31 / 31 Assets BOY/EOY$7,979,955 / $9,084,625	2021	MIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	31 / 31	$7,979,955 / $9,084,625
2020	Plan NameMIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY33 / 31 Assets BOY/EOY$6,789,195 / $7,979,955	2020	MIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	33 / 31	$6,789,195 / $7,979,955
2019	Plan NameMIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY31 / 32 Assets BOY/EOY$5,111,266 / $6,789,195	2019	MIDWOOD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	31 / 32	$5,111,266 / $6,789,195

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MIDWOOD FINANCIAL SERVICES INC

16133 Ventura Blvd Ste 700, Encino, CA 91436-2406 Industry:All Other Insurance Related Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/18/2021	Approved$714,537 Forgiven$722,994 LenderCity National Bank Jobs31	02/18/2021	$714,537	$722,994	City National Bank	31
04/14/2020	Approved$641,355 Forgiven$649,086 LenderCity National Bank Jobs33	04/14/2020	$641,355	$649,086	City National Bank	33

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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Midwood Financial Services, Inc.

Company Summary

Financial Information for Midwood Financial Services, Inc.

MIDWOOD FINANCIAL SERVICES, INC.

MIDWOOD FINANCIAL SERVICES INC