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.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Kat Pephens
Individual Agent
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2127 ADAMS AVE STE C, SAN DIEGO, CA 92116
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Kat Pephens
Manager
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2127 ADAMS AVE STE C, SAN DIEGO, CA 92116
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2127 ADAMS AVE STE C, SAN DIEGO, CA 92116
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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.
Address Match:2127 Adams Ave Ste C 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
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