Books Balanced and Beyond, LLC

California
Registered In
04/10/2012
Incorp. Date

Company Summary

Books Balanced and Beyond, LLC at 2127 Adams Ave STE C, San Diego, Ca 92116 lists Kat Pephens of San Diego, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Kat Pephens Individual Agent
2127 ADAMS AVE STE C, SAN DIEGO, CA 92116
Kat Pephens Manager
2127 ADAMS AVE STE C, SAN DIEGO, CA 92116
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

2127 ADAMS AVE STE C, SAN DIEGO, CA 92116 View Map

Financials

Financial Information for Books Balanced and Beyond, LLC

Form 5500

BOOKS BALANCED AND BEYOND LLC

2127 Adams Ave Suite C, San Diego, Ca 92116 (858) 354-1137 EIN:45-5290603 Plan Admin:Kat Pephens
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBOOKS BALANCED AND BEYOND LLC 401K PSP TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$919,821 / $1,179,616 2023 BOOKS BALANCED AND BEYOND LLC 401K PSP TRUST - Plan #001 6 / 7 $919,821 / $1,179,616
2022 Plan NameBOOKS BALANCED AND BEYOND LLC 401K PSP TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$720,789 / $919,821 2022 BOOKS BALANCED AND BEYOND LLC 401K PSP TRUST - Plan #001 6 / 6 $720,789 / $919,821
2021 Plan NameBOOKS BALANCED AND BEYOND LLC 401K PSP TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$231,001 / $720,789 2021 BOOKS BALANCED AND BEYOND LLC 401K PSP TRUST - Plan #001 6 / 6 $231,001 / $720,789
2020 Plan NameBOOKS BALANCED AND BEYOND LLC 401K PSP TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$155,472 / $231,001 2020 BOOKS BALANCED AND BEYOND LLC 401K PSP TRUST - Plan #001 6 / 6 $155,472 / $231,001
2019 Plan NameBOOKS BALANCED AND BEYOND LLC 401K PSP TRUST Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$80,122 / $155,472 2019 BOOKS BALANCED AND BEYOND LLC 401K PSP TRUST - Plan #001 4 / 6 $80,122 / $155,472
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOOKS BALANCED AND BEYOND LLC

2127 Adams Ave Ste C, San Diego, CA 92116-1258 Industry:Other Accounting Services Veteran:Yes
Loan Date Approved Forgiven Lender Jobs
04/21/2021 Approved$112,461 Forgiven$113,314 LenderCross River Bank Jobs6 04/21/2021 $112,461 $113,314 Cross River Bank 6
04/30/2020 Approved$51,560 Forgiven$52,015 LenderAmerican Express National Bank Jobs6 04/30/2020 $51,560 $52,015 American Express National Bank 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:2127 Adams Ave Ste C San Diego, CA
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Street Match:Adams Ave San Diego, CA
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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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