California Mortgage Advisors, Inc

Oregon
Registered In
02/02/2016
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

California Mortgage Advisors, Inc at 4304 Redwood Hwy, San Rafael, Ca 94903 lists Jack Terrell and Robert Yf Lee of San Rafael, CA as the associates.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Business Corporation
Status
Active
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Scott Baer Registered Agent
900 SW 5TH AVE, PORTLAND, OR 97204
Jack Terrell President
4304 REDWOOD HWY # H, SAN RAFAEL, CA 94903
Robert Yf Lee Secretary
4304 REDWOOD HWY, SAN RAFAEL, CA 94903
4304 REDWOOD HWY, SAN RAFAEL, CA 94903 View Map

Financial Information for California Mortgage Advisors, Inc

Form 5500

CALIFORNIA MORTGAGE ADVISORS, INC.

4304 Redwood Highway STE 100, San Rafael, Ca 94903 (415) 451-4888 EIN:68-0314095 Plan Admin:Neil Baer
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,090,088 / $1,330,935 2023 CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $1,090,088 / $1,330,935
2022 Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,374,628 / $1,090,088 2022 CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $1,374,628 / $1,090,088
2021 Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,089,884 / $1,374,628 2021 CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $1,089,884 / $1,374,628
2020 Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$886,179 / $1,089,884 2020 CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $886,179 / $1,089,884
2019 Plan NameCALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$672,734 / $886,179 2019 CALIFORNIA MORTGAGE ADVISORS, INC., 401K PROFIT SHARING PLAN - Plan #001 6 / 6 $672,734 / $886,179
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CALIFORNIA MORTGAGE ADVISORS INC

4304 Redwood Hwy #100, SAN RAFAEL, CA 94903-2103 Industry:Other Activities Related to Real Estate
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$125,500 Forgiven$126,605 LenderBank of San Francisco Jobs5 04/15/2020 $125,500 $126,605 Bank of San Francisco 5
PPP Loans based on Paycheck Protection Program.
Address Match:4304 Redwood Hwy San Rafael, CA
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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