The Pension People, Inc.
California
Registered In
02/16/1988
Incorp. Date
Company Summary
The Pension People, Inc. at 701 B ST # 406, San Diego, Ca 92101 lists Stanley A Levitz of San Diego, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Suspended - Ftb
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Richard S Ciceric
Individual Agent
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701 B ST STE 400, SAN DIEGO, CA 92101
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Stanley A Levitz
CEO
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701 B ST STE 400, SAN DIEGO, CA 92101
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701 B ST # 406, SAN DIEGO, CA 92101
(Mailing)
View Map
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Financial Information for The Pension People, Inc.
Form 5500
THE PENSION PEOPLE, INC.
12636 High Bluff Drive, Suite 400, San Diego, Ca 92130 (858) 755-5300 EIN:95-3555515 Plan Admin:Stanley B. Rossman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$97,955 / $93,436 | 2023 | COAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST - Plan #001 | 1 / 1 | $97,955 / $93,436 |
| 2022 | Plan NameCOAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$805,943 / $97,955 | 2022 | COAST CONSULTANTS 401-K TAX-SHELTERED SAVINGS PLAN & TRUST - Plan #001 | 2 / 1 | $805,943 / $97,955 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THE PENSION PEOPLE
1010 Hurley Way 140, Sacramento, CA 95825 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$9,770 Forgiven$9,874 LenderWebBank Jobs1 | 04/29/2020 | $9,770 | $9,874 | WebBank | 1 |
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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