Asset Planning, Inc.
California
Registered In
11/10/1988
Incorp. Date
Company Summary
Asset Planning, Inc. at 10833 Valley View ST STE 470, Cypress, Ca 90630 lists Sandra C Field and Carol A Somoano of Cypress, CA as associates.
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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Sandra C Field
Individual Agent
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10833 VALLEY VIEW ST # 470, CYPRESS, CA 90630
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Sandra C Field
CEO
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10833 VALLEY VIEW ST # 470, CYPRESS, CA 90630
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Carol A Somoano
Chief Financial Officer
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10833 VALLEY VIEW ST # 470, CYPRESS, CA 90630
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Sandra C Field
Director
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10833 VALLEY VIEW ST # 470, CYPRESS, CA 90630
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Erin M Nelsen
Director
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10833 VALLEY VIEW ST # 470, CYPRESS, CA 90630
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Carol A Somoano
Director
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10833 VALLEY VIEW ST # 470, CYPRESS, CA 90630
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Erin M Nelsen
Secretary
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10833 VALLEY VIEW ST # 470, CYPRESS, CA 90630
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Showing current associates only (7 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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10833 VALLEY VIEW ST STE 470, CYPRESS, CA 90630
(Mailing)
View Map
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Financials
Financial Information for Asset Planning, Inc.
Form 5500
ASSET PLANNING, INC.
10833 Valley View Street, Suite 470, Cypress, Ca 90630 (714) 827-5794 EIN:33-0322655 Plan Admin:Sandra C. Field| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$3,891,465 / $3,203,733 | 2022 | ASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 6 / 7 | $3,891,465 / $3,203,733 |
| 2021 | Plan NameASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,310,536 / $3,891,465 | 2021 | ASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 6 / 6 | $3,310,536 / $3,891,465 |
| 2020 | Plan NameASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$2,593,926 / $3,310,536 | 2020 | ASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 5 / 6 | $2,593,926 / $3,310,536 |
| 2019 | Plan NameASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,975,821 / $2,593,926 | 2019 | ASSET PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 6 / 5 | $1,975,821 / $2,593,926 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ASSET PLANNING, INC.
10833 Valley View ST #470, Cypress, Ca 90630-5015 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$85,525 Forgiven$86,294 LenderFarmers & Merchants Bank of Long Beach Jobs5 | 04/11/2020 | $85,525 | $86,294 | Farmers & Merchants Bank of Long Beach | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Members Asset Planning, Inc.
Registered in Michigan
|
Auburn Hills, MI Pontiac, MI | View Report | |
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Peconic Asset Planning, Inc.
Registered in New York
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Riverhead, NY | View Report | |
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Total Asset Planning, Inc.
Registered in New Jersey
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New Jersey | View Report | |
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Creative Asset Planning, Inc.
Registered in Pennsylvania
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Bonita Springs, FL | View Report | |
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Future Asset Planning, Inc.
Registered in Georgia
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Cumming, GA | View Report | |
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Total Asset Planning, Inc.
Registered in Georgia
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Columbus, GA | View Report | |
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Strategic Asset Planning Inc.
Registered in Utah
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Portland, OR Salt Lake City, UT | View Report | |
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Medallion Asset Planning, Inc.
Registered in Texas
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Hurst, TX Southlake, TX | View Report | |
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Asset Planning Inc.
Registered in Florida
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Tallahassee, FL Tampa, FL | View Report | |
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Comprehensive Asset Planning, Inc.
Registered in Florida
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Boca Raton, FL | View Report | |
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Global Asset Planning, Inc.
Registered in Florida
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Orlando, FL | View Report | |
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Rutherford Asset Planning, Inc.
Registered in Florida
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Naples, FL Tampa, FL | View Report | |
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Beeman Asset Planning, Inc.
Registered in Tennessee
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Nashville, TN Oak Ridge, TN | View Report | |
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Pettit Asset Planning, Inc.
Registered in North Carolina
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Charlotte, NC | View Report | |
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Total Asset Planning, Inc.
Registered in North Carolina
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Raleigh, NC | View Report | |
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Generations Asset Planning, Inc.
Registered in Nevada
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Las Vegas, NV | View Report | |
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Total Asset Planning, Inc.
Registered in Connecticut
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Jericho, NY New York, NY | View Report | |
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Asset Planning, Inc.
Registered in California
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Destin, FL | View Report | |
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Asset Planning, Inc.
Registered in California
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Costa Mesa, CA Newport Beach, CA | View Report |
Address Match:10833 Valley View St Ste 470 Cypress, CA
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Heller Tax, Inc., Certified Public Accountants
Registered in California
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Cypress, CA | View Report |
Address Match:10833 Valley View St Cypress, CA
Person/City Match:Sandra C Field - Cypress, CA
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Ian D. Brodie, M.D., F.R.C.S., Inc., a Professional Corporation
Registered in California
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Cypress, CA Seal Beach, CA | View Report |
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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