Wheaten Financial, Inc.
New Hampshire
Registered In
06/08/2022
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Wheaten Financial, Inc. at 18242 Mcdurmont W STE E, Irvine, Ca 92614 lists Lawrence Haverty and Shane Barlow of Irvine, CA as associates.
- Registered In
- New Hampshire
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Foreign Profit Corporation
- Status
- Good Standing
- Phone
- (877) 868-****
- ******************@wolterskluwer.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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C T Corporation System
Registered Agent
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2 1/2 BEACON ST, CONCORD, NH 03301
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Lawrence Haverty
President
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18242 MCDURMOTT W STE E, IRVINE, CA 92614
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Shane Barlow
Director
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18242 MCDURMOTT W STE E, IRVINE, CA 92614
(View Past Addresses)
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Alycia Kenney Montero
Secretary
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18242 MCDURMOTT W STE E, IRVINE, CA 92614
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Shane Barlow
Treasurer
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18242 MCDURMOTT W STE E, IRVINE, CA 92614
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18242 MCDURMONT W STE E, IRVINE, CA 92614
View Map
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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.
Related Business Names:
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Wheaten Financial, Inc.
Registered in Iowa
|
Des Moines, IA | View Report | |
|
Wheaten Financial, Inc.
Registered in New Jersey
|
View Report | ||
|
Wheaten Financial, Inc.
Registered in Ohio
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Columbus, OH | View Report | |
|
Wheaten Financial, Inc.
Registered in Washington
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Irvine, CA Olympia, WA | View Report | |
|
Wheaten Financial, Inc.
Registered in Virginia
|
Irvine, CA | View Report | |
|
Wheaten Financial, Inc.
Registered in North Dakota
|
Bismarck, ND Irvine, CA | View Report | |
|
Wheaten Financial, Inc.
Registered in Massachusetts
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Irvine, CA | View Report | |
|
Wheaten Financial, Inc.
Registered in Connecticut
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Irvine, CA Burlington, MA | View Report | |
|
Wheaten Financial, Inc.
Registered in Arizona
|
Burlington, MA Irvine, CA (1 more) | View Report | |
|
Wheaten Financial, Inc.
Registered in Utah
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Irvine, CA Midvale, UT | View Report | |
|
Wheaten Financial, Inc.
Registered in Kansas
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Burlington, MA Topeka, KS | View Report | |
|
Wheaten Financial, Inc.
Registered in Idaho
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Irvine, CA Burlington, MA | View Report | |
|
Wheaten Financial, Inc.
Registered in Wisconsin
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Madison, WI | View Report | |
|
Wheaten Financial, Inc.
Registered in North Carolina
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Raleigh, NC San Clemente, CA (1 more) | View Report | |
|
Wheaten Financial, Inc.
Registered in Alabama
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Irvine, CA Montgomery, AL | View Report | |
|
Wheaten Financial, Inc.
Registered in Colorado
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Centennial, CO Irvine, CA | View Report | |
|
Wheaten Financial, Inc.
Registered in Alaska
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Irvine, CA | View Report | |
|
Wheaten Financial, Inc.
Registered in Mississippi
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Irvine, CA Burlington, MA | View Report | |
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Wheaten Financial, Inc.
Registered in Missouri
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Irvine, CA | View Report |
Person/City Match:Lawrence Haverty - Irvine, CA
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Wheaten Financial, Inc
Registered in West Virginia
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Charleston, WV Irvine, CA (1 more) | View Report | |
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Wheaten Financial, Inc.
Registered in Michigan
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Plymouth, MI | View Report | |
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Wheaten Financial, Inc.
Registered in Vermont
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Irvine, CA | View Report | |
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Wheaten Financial, Inc.
Registered in California
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San Clemente, CA Costa Mesa, CA (1 more) | View Report | |
|
Wheaten Financial, Inc.
Registered in Florida
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Irvine, CA | View Report |
The following government agencies have contributed data:
New Hampshire Department of State U.S. Department of Labor U.S. Small Business Administration
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