Personal Financial Consultants, Inc.

San Ramon, CA

California

Registered In

11/12/1985

Incorp. Date

Company Summary

Personal Financial Consultants, Inc. at 2817 Crow Canyon Rd STE 103, San Ramon, Ca 94583 lists Loren B Kayfetz of San Ramon, CA as the associate.

Registered In

California

Incorporation Date

11/12/1985

Company Type

Stock Corporation - Ca - General

Status

Terminated

Registration Type

Domestic

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Loren B Kayfetz Individual Agent	2817 CROW CANYON RD STE 103, SAN RAMON, CA 94583
Loren B Kayfetz CEO	2817 CROW CANYON RD STE 103, SAN RAMON, CA 94583

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

2817 CROW CANYON RD STE 103, SAN RAMON, CA 94583 (Mailing) View Map

Form 5500

314 Meredith Court, Clayton, Ca 94517 (888) 557-3272 EIN:20-5573935 Plan Admin:Loren Kayfetz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$356,583 / $0	2021	PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 0	$356,583 / $0
2020	Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,250,589 / $1,953,367	2020	PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN - Plan #002	3 / 3	$1,250,589 / $1,953,367
2020	Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 4 Assets BOY/EOY$0 / $0	2020	PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 4	$0 / $0
2019	Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$636,742 / $1,250,589	2019	PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN - Plan #002	2 / 2	$636,742 / $1,250,589
2019	Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$0 / $0	2019	PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Personal Financial Consultants, Inc. Registered in Wisconsin	Madison, WI	View Report
Banyan Rock and Talent Personal Financial Consultants, Inc. Registered in North Carolina	Raleigh, NC	View Report
Personal Financial Consultants, Inc. Registered in Kansas	Overland Park, KS	View Report
Personal Financial Consultants Usa, Inc. Registered in Florida	Miami, FL	View Report
Personal Financial Consultants, Inc. Registered in Florida	Miami, FL	View Report
Personal Financial Consultants, Inc. Registered in Massachusetts	Boston, MA	View Report
Personal Financial Consultants, Inc. Registered in California	Lafayette, CA	View Report
Personal Financial Consultants, Inc. Registered in Wisconsin		View Report

Address Match:2817 Crow Canyon Rd San Ramon, CA

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• California Secretary of State • U.S. Department of Labor