Plan Design Consultants, Inc.

Encinitas, CA

California

Registered In

03/20/1984

Incorp. Date

Company Summary

Plan Design Consultants, Inc. at 751 2nd ST STE 201, Encinitas, Ca 92024 lists Discoveryland Preschool, Inc. of Angwin, CA and James D Carlson of Carlsbad, CA.

Overview

Registered In

California

Incorporation Date

03/20/1984

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

James D Carlson Individual Agent	7513 CAMINO MINERO, CARLSBAD, CA 92009 (View Past Addresses)
Discoveryland Preschool, Inc. Applicant	PO BOX 133, ANGWIN, CA 94508
James D Carlson CEO	7513 CAMINO MINERO, CARLSBAD, CA 92009 (View Past Addresses)
James D Carlson Chief Financial Officer	7513 CAMINO MINERO, CARLSBAD, CA 92009 (View Past Addresses)
James D Carlson Director	7513 CAMINO MINERO, CARLSBAD, CA 92009 (View Past Addresses)
James D Carlson Secretary	7513 CAMINO MINERO, CARLSBAD, CA 92009 (View Past Addresses)

Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

751 2ND ST STE 201, ENCINITAS, CA 92024 View Map
3451 VIA MONTEBELLO STE 192-108, CARLSBAD, CA 92009 (Mailing) View Map

Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Plan Design Consultants, Inc.

Form 5500

PLAN DESIGN CONSULTANTS, INC.

3451 Via Montebello, Suite 192-108, Carlsbad, Ca 92009 (650) 341-3322 EIN:94-2936206 Plan Admin:J. D. Carlson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY27 / 30 Assets BOY/EOY$2,250,531 / $2,335,481	2022	PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	27 / 30	$2,250,531 / $2,335,481
2021	Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY22 / 27 Assets BOY/EOY$2,143,603 / $2,250,531	2021	PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	22 / 27	$2,143,603 / $2,250,531
2020	Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 22 Assets BOY/EOY$2,033,267 / $2,143,603	2020	PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	23 / 22	$2,033,267 / $2,143,603
2019	Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$2,405,525 / $2,033,267	2019	PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001	23 / 23	$2,405,525 / $2,033,267

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PLAN DESIGN CONSULTANTS, INC.

1111 Triton Drive Suite 201, SAN MATEO, CA 94404-1213 Industry:All Other Professional, Scientific, and Technical Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$364,500 Forgiven$368,774 LenderFirst-Citizens Bank & Trust Company Jobs21	04/13/2020	$364,500	$368,774	First-Citizens Bank & Trust Company	21

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:3451 Via Montebello Ste 192-108 Carlsbad, CA

Luvvul, Inc. Registered in California	Carlsbad, CA		View Report

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Plan Design Consultants, Inc. Registered in Colorado	Carlsbad, CO (1 more)	View Report
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Address Match:751 2nd St Encinitas, CA

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Address Match:3451 Via Montebello Carlsbad, CA

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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