Retirement Solutions, Incorporated
California
Registered In
03/26/1985
Incorp. Date
Company Summary
Retirement Solutions, Incorporated at 9 Zephyr Ct, San Rafael, Ca 94903 lists David R Olson of San Rafael, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Terminated
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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David R Olson
Individual Agent
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9 ZEPHYR CT, SAN RAFAEL, CA 94903
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David R Olson
CEO
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9 ZEPHYR CT, SAN RAFAEL, CA 94903
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9 ZEPHYR CT, SAN RAFAEL, CA 94903
(Mailing)
View Map
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Financial Information for Retirement Solutions, Incorporated
Form 5500
RETIREMENT SOLUTIONS, INC
5857 Ownes Ave. STE # 110, Carlsbad, Ca 92008 (760) 603-0700 EIN:33-0951420 Plan Admin:Scott Chelberg| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$138,720 / $156,383 | 2022 | RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001 | 5 / 4 | $138,720 / $156,383 |
| 2021 | Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$97,676 / $138,720 | 2021 | RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001 | 3 / 5 | $97,676 / $138,720 |
| 2020 | Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$93,017 / $97,676 | 2020 | RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001 | 3 / 3 | $93,017 / $97,676 |
| 2019 | Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$71,810 / $93,017 | 2019 | RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001 | 3 / 3 | $71,810 / $93,017 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RETIREMENT SOLUTIONS INC.
5857 Owens Ave Ste 110, Carlsbad, CA 92008-5507 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/18/2021 | Approved$40,839 Forgiven$40,964 LenderEndeavor Bank Jobs3 | 02/18/2021 | $40,839 | $40,964 | Endeavor Bank | 3 |
| 04/11/2020 | Approved$36,647 Forgiven$36,824 LenderEndeavor Bank Jobs3 | 04/11/2020 | $36,647 | $36,824 | Endeavor Bank | 3 |
PPP Loans based on Paycheck Protection Program.
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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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