Planned Asset Management, LLC
California
Registered In
03/13/2012
Incorp. Date
Foreign
Registration Type
Nevada
Foreign Jurisdiction
Company Summary
Planned Asset Management, LLC at 27001 Agoura Rd STE 150, Calabasas, Ca 91302 lists Morrie W Reiff and Joni Lynn Reiff of Calabasas, CA as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Nevada
Search Other Resources
People
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Morrie W Reiff
Individual Agent
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27001 AGOURA RD STE 150, CALABASAS, CA 91301
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Morrie W Reiff
CEO
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27001 AGOURA RD STE 150, CALABASAS, CA 91301
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Joni Lynn Reiff
Manager
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27001 AGOURA RD STE 150, CALABASAS, CA 91301
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Morrie W Reiff
Manager
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27001 AGOURA RD STE 150, CALABASAS, CA 91301
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Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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27001 AGOURA RD STE 150, CALABASAS, CA 91302
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Planned Asset Management, LLC
Form 5500
PLANNED ASSET MANAGEMENT, LLC
27001 Agoura Road, #150, Calabasas, Ca 91301 (818) 708-6888 EIN:95-3988376 Plan Admin:Morrie Reiff| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$19,112,723 / $8,733,655 | 2022 | PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 7 / 7 | $19,112,723 / $8,733,655 |
| 2021 | Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$12,607,547 / $19,112,723 | 2021 | PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 6 / 7 | $12,607,547 / $19,112,723 |
| 2020 | Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$9,891,925 / $12,607,547 | 2020 | PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 7 / 6 | $9,891,925 / $12,607,547 |
| 2019 | Plan NamePLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$5,646,510 / $9,891,925 | 2019 | PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 7 / 6 | $5,646,510 / $9,891,925 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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