Investment Placement Group
California
Registered In
05/18/1983
Incorp. Date
Company Summary
Investment Placement Group at 501 W Broadway STE 1350 STE 1150, San Diego, Ca 92101 lists Adolfo Gonzalez-Rubio and Martha E Soto Aceves of San Diego, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Miguel Leff
Individual Agent
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875 PROSPECT ST STE 206, LA JOLLA, CA 92037
(View Past Addresses)
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Adolfo Gonzalez-Rubio
CEO
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501 W BRODWAY STE 1350, SAN DIEGO, CA 92101
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Martha E Soto Aceves
Chief Financial Officer
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501 W BRODWAY STE 1350, SAN DIEGO, CA 92101
(View Past Addresses)
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Adolfo Gonzalez-Rubio
Director
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501 W BRODWAY STE 1350, SAN DIEGO, CA 92101
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Darius Lashkari
Secretary
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501 W BRODWAY STE 1350, SAN DIEGO, CA 92101
(View Past Addresses)
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Showing current associates only (5 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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501 W BROADWAY STE 1350 STE 1150, SAN DIEGO, CA 92101
View Map
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501 W BROADWAY STE 1350 STE 1150 1150, SAN DIEGO, CA 92101
(Mailing)
View Map
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Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history
Financials
Financial Information for Investment Placement Group
Form 5500
INVESTMENT PLACEMENT GROUP, INC.
350 10th Avenue Suite 1159, San Diego, Ca 92101 (619) 326-1260 EIN:95-3858016 Plan Admin:Diana Reichart| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameINVESTMENT PLACEMENT GROUP, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY35 / 37 Assets BOY/EOY$3,630,452 / $7,304,102 | 2022 | INVESTMENT PLACEMENT GROUP, INC. PROFIT SHARING PLAN - Plan #001 | 35 / 37 | $3,630,452 / $7,304,102 |
| 2021 | Plan NameINVESTMENT PLACEMENT GROUP 401K PLAN Plan #002 Participants BOY/EOY45 / 46 Assets BOY/EOY$4,118,481 / $4,236,287 | 2021 | INVESTMENT PLACEMENT GROUP 401K PLAN - Plan #002 | 45 / 46 | $4,118,481 / $4,236,287 |
| 2021 | Plan NameINVESTMENT PLACEMENT GROUP, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 31 Assets BOY/EOY$2,988,203 / $3,630,452 | 2021 | INVESTMENT PLACEMENT GROUP, INC. PROFIT SHARING PLAN - Plan #001 | 26 / 31 | $2,988,203 / $3,630,452 |
| 2020 | Plan NameINVESTMENT PLACEMENT GROUP 401K PLAN Plan #002 Participants BOY/EOY41 / 44 Assets BOY/EOY$3,337,283 / $4,118,481 | 2020 | INVESTMENT PLACEMENT GROUP 401K PLAN - Plan #002 | 41 / 44 | $3,337,283 / $4,118,481 |
| 2020 | Plan NameINVESTMENT PLACEMENT GROUP, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 26 Assets BOY/EOY$2,826,345 / $2,988,203 | 2020 | INVESTMENT PLACEMENT GROUP, INC. PROFIT SHARING PLAN - Plan #001 | 22 / 26 | $2,826,345 / $2,988,203 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INVESTMENT PLACEMENT GROUP
350 10th Ave Ste 1150, San Diego, CA 92101-7433| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/12/2021 | Approved$516,633 Forgiven$519,011 LenderCalPrivate Bank Jobs29 | 02/12/2021 | $516,633 | $519,011 | CalPrivate Bank | 29 |
| 04/10/2020 | Approved$516,500 Forgiven$519,797 LenderCalPrivate Bank Jobs29 | 04/10/2020 | $516,500 | $519,797 | CalPrivate Bank | 29 |
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
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