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.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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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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10833 VALLEY VIEW ST STE 470, CYPRESS, CA 90630
(Mailing)
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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 | ||
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| 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 | ||
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| 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.
Address Match:10833 Valley View St Ste 470 Cypress, CA
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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
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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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