Mountain West Financial, Inc.
North Carolina
Registered In
04/21/2023
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Mountain West Financial, Inc. at 31 W Stuart Ave STE 200, Redlands, Ca 92374 lists Michael W Delehanty and Gary Martell , Jr of Redlands, CA as associates.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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Incorp Services, Inc.
Registered Agent
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
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Michael W Delehanty
CEO
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Gary Martell , Jr
President
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Michael W Delehanty
Treasurer
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Gary Martell , Jr
Chairman of the Board
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Michael W Douglas
Chairperson of the Board
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Carla Ferguson
Executive Officer
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Ben Holloway
Executive Officer
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Laura Martell
Executive Officer
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1255 W COLTON AVE # 132, REDLANDS, CA 92374
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Map & Locations
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31 W STUART AVE STE 200, REDLANDS, CA 92374
View Map
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176 MINE LAKE CT STE 100, RALEIGH, NC 27615
(Mailing)
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Mountain West Financial, Inc.
Form 5500
MOUNTAIN WEST FINANCIAL, INC.
1209 Nevada Street Suite 200, Redlands, Ca 92374 (909) 557-2294 EIN:33-0419992 Plan Admin:Kristine Scheffler| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMOUNTAIN WEST FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY347 / 269 Assets BOY/EOY$22,820,764 / $15,903,981 | 2022 | MOUNTAIN WEST FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 347 / 269 | $22,820,764 / $15,903,981 |
| 2022 | Plan NameMOUNTAIN WEST FINANCIAL, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY224 / 0 Assets BOY/EOY$0 / $0 | 2022 | MOUNTAIN WEST FINANCIAL, INC. WELFARE BENEFITS PLAN - Plan #501 | 224 / 0 | $0 / $0 |
| 2021 | Plan NameMOUNTAIN WEST FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY346 / 352 Assets BOY/EOY$19,536,478 / $22,820,764 | 2021 | MOUNTAIN WEST FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 346 / 352 | $19,536,478 / $22,820,764 |
| 2021 | Plan NameMOUNTAIN WEST FINANCIAL, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY298 / 0 Assets BOY/EOY$0 / $0 | 2021 | MOUNTAIN WEST FINANCIAL, INC. WELFARE BENEFITS PLAN - Plan #501 | 298 / 0 | $0 / $0 |
| 2020 | Plan NameMOUNTAIN WEST FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY343 / 324 Assets BOY/EOY$15,504,600 / $19,536,478 | 2020 | MOUNTAIN WEST FINANCIAL, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 343 / 324 | $15,504,600 / $19,536,478 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MOUNTAIN WEST FINANCIAL LLC.
2535 Kettner Blvd, San Diego, CA 92101-1250 Industry:All Other Insurance Related Activities Ethnicity:Hispanic or Latino| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/04/2021 | Approved$225,769 Forgiven$228,441 LenderZions Bank, A Division of Jobs18 | 03/04/2021 | $225,769 | $228,441 | Zions Bank, A Division of | 18 |
| 05/01/2020 | Approved$212,500 Forgiven$213,857 LenderZions Bank, A Division of Jobs14 | 05/01/2020 | $212,500 | $213,857 | Zions Bank, A Division of | 14 |
| 04/14/2020 | Approved$4,537,000 Forgiven$4,632,277 LenderWestern Alliance Bank Jobs278 | 04/14/2020 | $4,537,000 | $4,632,277 | Western Alliance Bank | 278 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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