Planning Within Reach, LLC

Coronado, CA

California

Registered In

07/16/2012

Incorp. Date

Company Summary

Planning Within Reach, LLC at 825 G Ave, Coronado, Ca 92118 lists Linda V Rogers of Coronado, CA as the associate.

Overview

Registered In

California

Incorporation Date

07/16/2012

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Linda Rogers Individual Agent	825 G AVE, CORONADO, CA 92118 (View Past Addresses)
Linda V Rogers Manager	825 G AVE, CORONADO, CA 92118 (View Past Addresses)

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

Map & Locations

825 G AVE, CORONADO, CA 92118 View Map
550 W B ST FL 4TH, SAN DIEGO, CA 92101 View Map
550 W B ST 4TH FL 142, SAN DIEGO, CA 92101 (Mailing) View Map

Showing current addresses only (3 of 7 total addresses). Create a free account to see the full address history

Financials

Financial Information for Planning Within Reach, LLC

Form 5500

PLANNING WITHIN REACH, LLC

550 West B Street 4th Floor, #142, San Diego, Ca 92101 (619) 567-9306 EIN:38-3885927 Plan Admin:Linda Rogers

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePLANNING WITHIN REACH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$37,923 / $44,564	2023	PLANNING WITHIN REACH, LLC 401(K) PLAN - Plan #001	1 / 1	$37,923 / $44,564
2022	Plan NamePLANNING WITHIN REACH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$43,740 / $37,923	2022	PLANNING WITHIN REACH, LLC 401(K) PLAN - Plan #001	1 / 1	$43,740 / $37,923
2021	Plan NamePLANNING WITHIN REACH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$20,100 / $43,740	2021	PLANNING WITHIN REACH, LLC 401(K) PLAN - Plan #001	2 / 1	$20,100 / $43,740
2020	Plan NamePLANNING WITHIN REACH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $20,100	2020	PLANNING WITHIN REACH, LLC 401(K) PLAN - Plan #001	1 / 1	$0 / $20,100

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