Private Portfolio, Inc

Texas
Registered In
08/20/2008
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Private Portfolio, Inc in Texas lists Daniel Barba of San Diego, CA and Eduardo Tovar of Chula Vista, CA as the associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Foreign For-Profit Corporation
Status
Forfeited Existence
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Hermann Von Bertrab Registered Agent
9901 IH-10 W STE 800, SAN ANTONIO, TX 78230
Daniel Barba President
4860 SAN JOAQUIN DR, SAN DIEGO, CA 92109
Eduardo Tovar Vice-Pres.
2034 MCCLOUD RIVER RD, CHULA VISTA, CA 91913

Financials

Financial Information for Private Portfolio, Inc

Form 5500

PRIVATE PORTFOLIO, INC

7816 Ivanhoe Ave, STE 10, La Jolla, Ca 92037 (858) 551-2071 EIN:33-0616531 Plan Admin:Daniel Barba
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$1,109,086 / $1,367,737 2023 PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 2 / 3 $1,109,086 / $1,367,737
2022 Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,235,229 / $1,109,086 2022 PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 2 / 2 $1,235,229 / $1,109,086
2021 Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,114,280 / $1,235,229 2021 PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 2 / 2 $1,114,280 / $1,235,229
2020 Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$884,679 / $1,114,280 2020 PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 2 / 2 $884,679 / $1,114,280
2019 Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$789,477 / $884,679 2019 PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 2 / 2 $789,477 / $884,679
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PRIVATE PORTFOLIO INC

7534 La Blvd, La Jolla, Ca 92037
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$38,021 Forgiven$38,236 LenderU.S. Bank, National Association Jobs2 05/01/2020 $38,021 $38,236 U.S. Bank, National Association 2
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Private Portfolio (Riviera) Inc. Registered in New York
York, NY (1 more) View Report
Private Portfolio, Inc Registered in Florida
La Jolla, CA View Report
Private Portfolio,inc. Registered in California
La Jolla, CA Jolla, CA View Report
Private Portfolio Services, Inc. Registered in Minnesota
Paul, MN View Report
Jacksonville, FL View Report
Clearwater, FL Tampa, FL View Report
Private Portfolio Management, Inc. Registered in California
San Mateo, CA View Report
Person/City Match:Daniel Barba - San Diego, CA
Daniel Barba, Md, Inc. Registered in California
Escondido, CA San Diego, CA View Report

Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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