Applied Planning, Inc.
California
Registered In
05/16/1997
Incorp. Date
Company Summary
Applied Planning, Inc. at 237 Avenida Vista Del Oceano, San Clemente, Ca 92672 lists Ross Geller and Amy Flores of Corona, CA as the associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Ross S Geller
Individual Agent
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237 AVENIDA VISTA DEL OCEANO, SAN CLEMENTE, CA 92672
(View Past Addresses)
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Ross Geller
CEO
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11762 DE PALMA ROAD SUITE I-C 310, CORONA, CA 92883
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Ross Geller
Chief Financial Officer
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11762 DE PALMA ROAD SUITE I-C 310, CORONA, CA 92883
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Ross Geller
Director
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11762 DE PALMA ROAD SUITE I-C 310, CORONA, CA 92883
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Amy Flores
Secretary
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11762 DE PALMA ROAD SUITE I-C 310, CORONA, CA 92883
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237 AVENIDA VISTA DEL OCEANO, SAN CLEMENTE, CA 92672
View Map
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11762 DE PALMA ROAD SUITE I-C 310, CORONA, CA 92883
(Mailing)
View Map
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Financial Information for Applied Planning, Inc.
Form 5500
APPLIED PLANNING, INC.
11762 De Palma Road 1c 310, Corona, Ca 92883 (909) 937-0333 EIN:33-0761582 Plan Admin:Ross Geller| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameAPPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,521,954 / $1,524,814 | 2022 | APPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST - Plan #002 | 4 / 5 | $1,521,954 / $1,524,814 |
| 2021 | Plan NameAPPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,493,604 / $1,521,954 | 2021 | APPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST - Plan #002 | 5 / 4 | $1,493,604 / $1,521,954 |
| 2020 | Plan NameAPPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,332,200 / $1,493,604 | 2020 | APPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST - Plan #002 | 5 / 5 | $1,332,200 / $1,493,604 |
| 2019 | Plan NameAPPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,092,334 / $1,332,200 | 2019 | APPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST - Plan #002 | 5 / 5 | $1,092,334 / $1,332,200 |
| 2018 | Plan NameAPPLIED PLANNING, INC. PROFIT Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,092,449 / $1,092,334 | 2018 | APPLIED PLANNING, INC. PROFIT - Plan #002 | 4 / 5 | $1,092,449 / $1,092,334 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
APPLIED PLANNING INC
11762 De Palma Rd 1-c 310, Corona, Ca 92883 Industry:Environmental Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 02/20/2021 | Approved$67,500 Forgiven$67,874 LenderU.S. Bank, National Association Jobs4 | 02/20/2021 | $67,500 | $67,874 | U.S. Bank, National Association | 4 |
| 05/01/2020 | Approved$73,203 Forgiven$73,668 LenderU.S. Bank, National Association Jobs4 | 05/01/2020 | $73,203 | $73,668 | U.S. Bank, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Address Match:237 Avenida Vista Del Oceano San Clemente, CA
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Mitchell Lundquist Inc.
Registered in California
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San Clemente, CA Del Oceano San Clemente, CA | View Report | |
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Jordan Rose, LLC
Registered in California
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San Clemente, CA Del Oceano San Clemente, CA | View Report |
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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