American Academy of Estate Planning Attorneys, Inc.

California
Registered In
02/01/1993
Incorp. Date

Company Summary

American Academy of Estate Planning Attorneys, Inc. in San Diego, CA lists Sanford M Fisch and Robert G Armstrong of San Diego, CA

Overview

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

Sanford M Fisch Individual Agent
9444 BALBOA AVE STE 300, SAN DIEGO, CA 92123
Sanford M Fisch CEO
9444 BALBOA AVE STE 300, SAN DIEGO, CA 92123
Sanford M Fisch Chief Financial Officer
9444 BALBOA AVE STE 300, SAN DIEGO, CA 92123
Robert G Armstrong Director
9444 BALBOA AVE STE 300, SAN DIEGO, CA 92123
Sanford M Fisch Director
9444 BALBOA AVE STE 300, SAN DIEGO, CA 92123
Sanford M Fisch Secretary
9444 BALBOA AVE STE 300, SAN DIEGO, CA 92123
Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

9444 BALBOA AVE STE 300, SAN DIEGO, CA 92123 (Mailing) View Map

Financials

Financial Information for American Academy of Estate Planning Attorneys, Inc.

Form 5500

AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC.

9444 Balboa Avenue Suite 300, San Diego, Ca 92123 (858) 300-4714 EIN:33-0550033 Plan Admin:Plan Sponsor
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameAMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY21 / 27 Assets BOY/EOY$62,095 / $217,293 2023 AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST - Plan #001 21 / 27 $62,095 / $217,293
2022 Plan NameAMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY0 / 21 Assets BOY/EOY$0 / $62,095 2022 AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST - Plan #001 0 / 21 $0 / $62,095
Benefit & Retirement Plans based on Form 5500.
PPP Loans

AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC.

9444 Balboa Ave, San Diego, Ca 92123 Industry:All Other Legal Services
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$421,118 Forgiven$425,836 LenderPacific Western Bank Jobs20 04/15/2020 $421,118 $425,836 Pacific Western Bank 20
PPP Loans based on Paycheck Protection Program.

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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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