The Pension People, Inc.

San Diego, CA

California

Registered In

11/15/1980

Incorp. Date

Company Summary

The Pension People, Inc. at 12636 High Bluff Dr STE 400, San Diego, Ca 92130 lists Stanley B Rossman of Montgomery, TX as the associate.

Overview

Registered In

California

Incorporation Date

11/15/1980

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Rose H Serrano Individual Agent	101 W BROADWAY STE 1700, SAN DIEGO, CA 92101
Stanley B Rossman CEO	130 LYNDSEY DR, MONTGOMERY, TX 77316 (View Past Addresses)
Stanley B Rossman Chief Financial Officer	130 LYNDSEY DR, MONTGOMERY, TX 77316 (View Past Addresses)
Stanley B Rossman Director	130 LYNDSEY DR, MONTGOMERY, TX 77316 (View Past Addresses)
Stanley B Rossman Secretary	130 LYNDSEY DR, MONTGOMERY, TX 77316 (View Past Addresses)

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

12636 HIGH BLUFF DR STE 400, SAN DIEGO, CA 92130 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for The Pension People, Inc.

Form 5500

THE PENSION PEOPLE, INC.

12636 High Bluff Drive, Suite 400, San Diego, Ca 92130 (858) 755-5300 EIN:95-3555515 Plan Admin:Stanley B. Rossman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$97,955 / $93,436	2023	COAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST - Plan #001	1 / 1	$97,955 / $93,436
2022	Plan NameCOAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$805,943 / $97,955	2022	COAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST - Plan #001	2 / 1	$805,943 / $97,955
2021	Plan NameCOAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$408,231 / $805,943	2021	COAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST - Plan #001	2 / 2	$408,231 / $805,943
2020	Plan NameCOAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$269,580 / $408,231	2020	COAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST - Plan #001	2 / 2	$269,580 / $408,231
2019	Plan NameCOAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$230,887 / $269,580	2019	COAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST - Plan #001	2 / 2	$230,887 / $269,580

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THE PENSION PEOPLE

1010 Hurley Way 140, Sacramento, CA 95825 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$9,770 Forgiven$9,874 LenderWebBank Jobs1	04/29/2020	$9,770	$9,874	WebBank	1

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration