Financial Designs Planning, Inc.
California
Registered In
09/23/1996
Incorp. Date
Company Summary
Financial Designs Planning, Inc. at 5075 Shoreham Pl 230, San Diego, Ca 92122 lists W Aubrey Morrow of San Diego, 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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W Aubrey Morrow
Individual Agent
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5075 SHOREHAM PL STE 230, SAN DIEGO, CA 92122-5694
(View Past Addresses)
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W Aubrey Morrow
CEO
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5075 SHOREHAM PL STE 230, SAN DIEGO, CA 92122-5694
(View Past Addresses)
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W Aubrey Morrow
Chief Financial Officer
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5075 SHOREHAM PL STE 230, SAN DIEGO, CA 92122-5694
(View Past Addresses)
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W Aubrey Morrow
Director
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5075 SHOREHAM PL STE 230, SAN DIEGO, CA 92122
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W Aubrey Morrow
Secretary
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5075 SHOREHAM PL STE 230, SAN DIEGO, CA 92122-5694
(View Past Addresses)
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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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5075 SHOREHAM PL 230, SAN DIEGO, CA 92122
View Map
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5075 SHOREHAM PL 230, SAN DIEGO, CA 92122-5694
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Financial Designs Planning, Inc.
Form 5500
FINANCIAL DESIGNS PLANNING, INC.
5075 Shoreham Place, Suite 200, San Diego, Ca 92122 (858) 597-1980 EIN:33-0725615 Plan Admin:W. Aubrey Morrow| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameFINANCIAL DESIGNS PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY2 / 0 Assets BOY/EOY$917,599 / $0 | 2020 | FINANCIAL DESIGNS PLANNING, INC. 401(K) PLAN - Plan #002 | 2 / 0 | $917,599 / $0 |
| 2019 | Plan NameFINANCIAL DESIGNS PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$770,042 / $917,599 | 2019 | FINANCIAL DESIGNS PLANNING, INC. 401(K) PLAN - Plan #002 | 3 / 2 | $770,042 / $917,599 |
| 2019 | Plan NameFINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY1 / 0 Assets BOY/EOY$1,487,330 / $0 | 2019 | FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN - Plan #001 | 1 / 0 | $1,487,330 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL DESIGNS PLANNING, INC.
5075 Shoreham Pl Ste 200, SAN DIEGO, CA 92122-5929| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/06/2020 | Approved$46,863 Forgiven$47,266 LenderJPMorgan Chase Bank, National Association Jobs4 | 05/06/2020 | $46,863 | $47,266 | JPMorgan Chase Bank, National Association | 4 |
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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