The Financial Planning and Implementation Inc.
California
Registered In
10/19/1993
Incorp. Date
Company Summary
The Financial Planning and Implementation Inc. at 2522 Chambers Rd # 110, Tustin, Ca 92780 lists Shao Chyi Lin of Tustin, CA as the associate.
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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Shao Chyi Lin
Individual Agent
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2522 CHAMBERS RD # 110, TUSTIN, CA 92780
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Shao Chyi Lin
CEO
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2522 CHAMBERS RD # 110, TUSTIN, CA 92780
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Shao Chyi Lin
Chief Financial Officer
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2522 CHAMBERS RD # 110, TUSTIN, CA 92780
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Shao Chyi Lin
Director
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2522 CHAMBERS RD # 110, TUSTIN, CA 92780
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Shao Chyi Lin
Secretary
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2522 CHAMBERS RD # 110, TUSTIN, CA 92780
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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2522 CHAMBERS RD # 110, TUSTIN, CA 92780
View Map
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POBOX 51071, IRVINE, CA 92619
(Mailing)
View Map
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Financials
Financial Information for The Financial Planning and Implementation Inc.
Form 5500
THE FINANCIAL PLANNING AND IMPLEMENTATION INC.
2522 Chambers Rd # 110, Tustin, Ca 92780 (714) 305-9319 EIN:33-0585131 Plan Admin:National Pension| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$860,675 / $1,312,099 | 2023 | THE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 3 | $860,675 / $1,312,099 |
| 2023 | Plan NameTHE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN ROTH Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$114,628 / $171,298 | 2023 | THE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN ROTH - Plan #001 | 3 / 3 | $114,628 / $171,298 |
| 2022 | Plan NameTHE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$527,188 / $860,675 | 2022 | THE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 3 | $527,188 / $860,675 |
| 2021 | Plan NameTHE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $527,188 | 2021 | THE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 0 / 3 | $0 / $527,188 |
| 2021 | Plan NameTHE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN ROTH Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $63,246 | 2021 | THE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN ROTH - Plan #001 | 0 / 3 | $0 / $63,246 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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