Financial Profiles, Inc.

California
Registered In
12/17/1990
Incorp. Date

Company Summary

Financial Profiles, Inc. at 5421 Avenida Encinas, Carlsbad, Ca 92008 lists James Mcclafferty of Carlsbad, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Merged Out
Registration Type
Domestic
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People

Richardo A Lafetra Individual Agent
5421 AVENIDA ENCINAS, CARLSBAD, CA 92008 (View Past Addresses)
James Mcclafferty CEO
5421 AVENIDA ENCINAS, CARLSBAD, CA 92008
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

5421 AVENIDA ENCINAS, CARLSBAD, CA 92008 (Mailing) View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Financial Profiles, Inc.

Form 5500

FINANCIAL PROFILES, INC

11601 Wilshire Blvd STE 1920, Los Angeles, Ca 90025 (310) 478-2700 EIN:51-0647553 Plan Admin:Edward Ricalde
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL PROFILES, INC 401K PLAN Plan #001 Participants BOY/EOY45 / 50 Assets BOY/EOY$1,080,689 / $1,241,970 2023 FINANCIAL PROFILES, INC 401K PLAN - Plan #001 45 / 50 $1,080,689 / $1,241,970
2022 Plan NameFINANCIAL PROFILES, INC 401K PLAN Plan #001 Participants BOY/EOY41 / 50 Assets BOY/EOY$1,130,564 / $1,080,689 2022 FINANCIAL PROFILES, INC 401K PLAN - Plan #001 41 / 50 $1,130,564 / $1,080,689
2021 Plan NameFINANCIAL PROFILES, INC 401K PLAN Plan #001 Participants BOY/EOY38 / 44 Assets BOY/EOY$806,183 / $1,130,564 2021 FINANCIAL PROFILES, INC 401K PLAN - Plan #001 38 / 44 $806,183 / $1,130,564
2020 Plan NameFINANCIAL PROFILES, INC 401K PLAN Plan #001 Participants BOY/EOY31 / 36 Assets BOY/EOY$510,932 / $806,183 2020 FINANCIAL PROFILES, INC 401K PLAN - Plan #001 31 / 36 $510,932 / $806,183
2019 Plan NameFINANCIAL PROFILES, INC 401K PLAN Plan #001 Participants BOY/EOY15 / 24 Assets BOY/EOY$356,829 / $510,932 2019 FINANCIAL PROFILES, INC 401K PLAN - Plan #001 15 / 24 $356,829 / $510,932
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL PROFILES INC.

11601 Wilshire Blvd STE 1920, Los Angeles, Ca 90025-0315 Industry:Other Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$402,065 Forgiven$405,047 LenderFirst Bank Jobs20 04/14/2020 $402,065 $405,047 First Bank 20
PPP Loans based on Paycheck Protection Program.

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Address Match:5421 Avenida Encinas Carlsbad, CA
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Obalon Therapeutics, LLC Registered in California
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Related Business Names:
Financial Profiles, Inc. Registered in Michigan
Kalamazoo, MI View Report
Financial Profiles, Inc. Registered in New Jersey
New Jersey View Report
Financial Profiles, Inc. Registered in Ohio
Coral Springs, FL Edon, OH View Report
Financial Profiles, Inc. Registered in Pennsylvania
View Report
Financial Profiles, Inc. Registered in California
Los Angeles, CA View Report
Financial Profiles, Inc. Registered in Georgia
Doraville, GA View Report
Financial Profiles, Inc. Registered in Wisconsin
Marshfield, WI View Report
Financial Profiles, Inc Registered in Colorado
Greeley, CO View Report
Financial Profiles, Inc. Registered in North Carolina
Kernersville, NC View Report
Financial Profiles, Inc. Registered in Utah
Midvale, UT View Report
Financial Profiles, Inc. Registered in Utah
Reno, NV Salt Lake City, UT View Report
Financial Profiles, Inc. Registered in California
Coral Springs, FL View Report
Financial Profiles, Inc. Registered in Maine
Waterville, ME View Report
Financial Profiles, Inc. Registered in Oregon
Cottage Grove, OR View Report
Financial Profiles, Inc. Registered in Tennessee
Jackson, TN View Report
Financial Profiles, Inc. Registered in Idaho
Midvale, UT View Report
Financial Profiles, Inc. Registered in California
Carlsbad, CA Salt Lake City, UT (1 more) View Report
Financial Profiles, Inc. Registered in Connecticut
Hollis, NH (1 more) View Report
Financial Profiles, Inc. Registered in Connecticut
Carlsbad, CA Rancho Santa Fe, 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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