Symphony Financial Planning LLC

Davis, CA

California

Registered In

10/13/2005

Incorp. Date

Company Summary

Symphony Financial Planning LLC at 1784 Picasso Ave STE D, Davis, Ca 95618 lists Paul Meyerhoff of Davis, CA as the associate.

Registered In

California

Incorporation Date

10/13/2005

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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Paul A Meyerhoff Individual Agent	1784 PICASSO AVE STE D, DAVIS, CA 95618
Paul Meyerhoff Manager	1784 PICASSO AVE STE D, DAVIS, CA 95618

Showing current associates only (2 of 5 total associates). Create a free account to see the full associate history

1784 PICASSO AVE STE D, DAVIS, CA 95618 View Map

Form 5500

1784 Picasso Avenue, Suite D, Davis, Ca 95618 (530) 758-2885 EIN:20-3674056 Plan Admin:Paul Meyerhoff

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,327,367 / $1,109,741	2022	SYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 11	$1,327,367 / $1,109,741
2021	Plan NameSYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,011,218 / $1,327,367	2021	SYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$1,011,218 / $1,327,367
2020	Plan NameSYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$809,963 / $1,011,218	2020	SYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$809,963 / $1,011,218
2019	Plan NameSYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$627,038 / $809,963	2019	SYMPHONY FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 6	$627,038 / $809,963

Benefit & Retirement Plans based on Form 5500.

Address Match:1784 Picasso Ave Davis, CA

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• California Secretary of State • U.S. Department of Labor