Benefit Funding Retirement Services, LLC

Anaheim, CA

California

Registered In

04/18/2007

Incorp. Date

Company Summary

Benefit Funding Retirement Services, LLC at 138 S Imperial Hwy, Anaheim, Ca 92807 lists Dennis E Priest of Anaheim, CA as the associate.

Overview

Registered In

California

Incorporation Date

04/18/2007

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Dennis E Priest Individual Agent	138 S IMPERIAL HWY, ANAHEIM, CA 92807
Dennis E Priest Manager	138 S IMPERIAL HWY, ANAHEIM, CA 92807

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

138 S IMPERIAL HWY, ANAHEIM, CA 92807 View Map

Financials

Financial Information for Benefit Funding Retirement Services, LLC

Form 5500

BENEFIT FUNDING RETIREMENT SERVICES, LLC

138 Imperial Hwy, Anaheim, Ca 92807 (714) 921-5145 EIN:26-0601418 Plan Admin:Dennis Priest

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$803,454 / $1,014,929	2023	BENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN - Plan #002	2 / 2	$803,454 / $1,014,929
2023	Plan NameBENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$418,512 / $344,341	2023	BENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$418,512 / $344,341
2022	Plan NameBENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$610,150 / $803,455	2022	BENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN - Plan #002	2 / 2	$610,150 / $803,455
2022	Plan NameBENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$372,335 / $418,512	2022	BENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$372,335 / $418,512
2021	Plan NameBENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$426,729 / $610,150	2021	BENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN - Plan #002	2 / 2	$426,729 / $610,150
2021	Plan NameBENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$259,142 / $372,335	2021	BENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$259,142 / $372,335
2020	Plan NameBENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$249,844 / $426,729	2020	BENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN - Plan #002	2 / 2	$249,844 / $426,729
2020	Plan NameBENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$159,784 / $259,142	2020	BENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	3 / 4	$159,784 / $259,142
2019	Plan NameBENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$125,000 / $249,844	2019	BENEFIT FUNDING RETIREMENT SERVICES CASH BALANCE PLAN - Plan #002	2 / 2	$125,000 / $249,844
2019	Plan NameBENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$72,644 / $159,784	2019	BENEFIT FUNDING RETIREMENT SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	2 / 3	$72,644 / $159,784

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BENEFIT FUNDING RETIREMENT SERVICES

138 S Imperial Hwy, Anaheim, Ca 92807-3943

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$80,000 Forgiven$80,811 LenderBank of America, National Association Jobs4	05/01/2020	$80,000	$80,811	Bank of America, 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