Kaufman Strategic Advisors, LLC

Registered In: California
Incorporation Date: 10/02/2006
Registration Type: Domestic
Company Type: Limited Liability Company - Ca
Status: Active
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Larry Branton Individual Agent	750 B ST STE 2100, SAN DIEGO, CA 92101
Nathan S Kaufman Manager	11440 W BERNARDO CT STE 155, SAN DIEGO, CA 92127

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11440 W BERNARDO CT STE 155, SAN DIEGO, CA 92127 View Map

Financial Information for Kaufman Strategic Advisors, LLC

Form 5500

KAUFMAN STRATEGIC ADVISORS, LLC

11440 West Bernardo Ct., Ste. 155, San Diego, Ca 92127 (858) 487-9771 EIN:56-2623824 Plan Admin:Nathan Kaufman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameKAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$2,665,682 / $0	2021	KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 0	$2,665,682 / $0
2020	Plan NameKAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$7,431,689 / $2,665,682	2020	KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$7,431,689 / $2,665,682
2019	Plan NameKAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,327,968 / $7,431,689	2019	KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$1,327,968 / $7,431,689

Benefit & Retirement Plans based on Form 5500.

PPP Loans

KAUFMAN STRATEGIC ADVISORS LLC

11440 W Bernardo Ct Ste 155, San Diego, CA 92127-1651 Industry:Other Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/30/2021	Approved$57,652 Forgiven$57,995 LenderSunwest Bank Jobs3	01/30/2021	$57,652	$57,995	Sunwest Bank	3
04/30/2020	Approved$51,300 Forgiven$51,611 LenderSunwest Bank Jobs3	04/30/2020	$51,300	$51,611	Sunwest Bank	3

PPP Loans based on Paycheck Protection Program.

Address Match:11440 W Bernardo Ct San Diego, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Kaufman Strategic Advisors, LLC

Company Summary

Financial Information for Kaufman Strategic Advisors, LLC

KAUFMAN STRATEGIC ADVISORS, LLC

KAUFMAN STRATEGIC ADVISORS LLC