Strategic Business Planning, Inc.
California
Registered In
12/13/1994
Incorp. Date
Company Summary
Strategic Business Planning, Inc. at 2801 Townsgate Rd STE 106, Westlake Village, Ca 91361 lists Larry W Makatura of Westlake Village, 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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Larry W Makatura
Individual Agent
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2801 TOWNSGATE RD STE 106, WESTLAKE VILLAGE, CA 91361
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Larry W Makatura
CEO
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2801 TOWNSGATE RD STE 106, WESTLAKE VILLAGE, CA 91361
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Larry W Makatura
Chief Financial Officer
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2801 TOWNSGATE RD STE 106, WESTLAKE VILLAGE, CA 91361
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Larry W Makatura
Director
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2801 TOWNSGATE RD STE 106, WESTLAKE VILLAGE, CA 91361
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Larry W Makatura
Secretary
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2801 TOWNSGATE RD STE 106, WESTLAKE VILLAGE, CA 91361
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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2801 TOWNSGATE RD STE 106, WESTLAKE VILLAGE, CA 91361
(Mailing)
View Map
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Financials
Financial Information for Strategic Business Planning, Inc.
Form 5500
STRATEGIC BUSINESS PLANNING, INC.
2801 Townsgate Road Suite 106, Thousand Oaks, Ca 91361 (805) 371-7623 EIN:95-4566755 Plan Admin:Larry Makatura| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSTRATEGIC BUSINESS PLANNING, INC.DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,234,950 / $1,759,365 | 2023 | STRATEGIC BUSINESS PLANNING, INC.DEFINED BENEFIT PENSION PLAN - Plan #003 | 3 / 3 | $1,234,950 / $1,759,365 |
| 2023 | Plan NameLARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$224,902 / $289,889 | 2023 | LARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $224,902 / $289,889 |
| 2022 | Plan NameSTRATEGIC BUSINESS PLANNING, INC.DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,194,204 / $1,234,950 | 2022 | STRATEGIC BUSINESS PLANNING, INC.DEFINED BENEFIT PENSION PLAN - Plan #003 | 3 / 3 | $1,194,204 / $1,234,950 |
| 2022 | Plan NameLARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$257,754 / $224,902 | 2022 | LARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $257,754 / $224,902 |
| 2021 | Plan NameSTRATEGIC BUSINESS PLANNING, INC.DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$871,962 / $1,194,204 | 2021 | STRATEGIC BUSINESS PLANNING, INC.DEFINED BENEFIT PENSION PLAN - Plan #003 | 3 / 3 | $871,962 / $1,194,204 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
STRATEGIC BUSINESS PLANNING INC
2801 Townsgate Road Suite 106, Westlake Village, Ca 91361| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$42,865 Forgiven$43,251 LenderWells Fargo Bank, National Association Jobs3 | 05/01/2020 | $42,865 | $43,251 | Wells Fargo Bank, National Association | 3 |
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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