Define Financial, LLC
California
Registered In
05/07/2014
Incorp. Date
Company Summary
Define Financial, LLC at 12526 High Bluff Dr STE 238, San Diego, Ca 92130 lists Taylor Robert Schulte and Tyler Aubrey of San Diego, CA as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Taylor Robert Schulte
Individual Agent
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12526 HIGH BLUFF DR STE 238, SAN DIEGO, CA 92130
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Taylor Robert Schulte
CEO
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12526 HIGH BLUFF DR STE 238, SAN DIEGO, CA 92130
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Taylor Robert Schulte
Manager
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12526 HIGH BLUFF DR STE 238, SAN DIEGO, CA 92130
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Tyler Aubrey
Manager
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12526 HIGH BLUFF DR STE 238, SAN DIEGO, CA 92130
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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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12526 HIGH BLUFF DR STE 238, SAN DIEGO, CA 92130
View Map
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Financials
Financial Information for Define Financial, LLC
Form 5500
DEFINE FINANCIAL, LLC
12526 High Bluff Dr STE 238, San Diego, Ca 92130 (858) 345-1197 EIN:46-5651217 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDEFINE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$22,786 / $53,124 | 2023 | DEFINE FINANCIAL 401(K) PLAN - Plan #001 | 3 / 4 | $22,786 / $53,124 |
| 2022 | Plan NameDEFINE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$8,081 / $22,786 | 2022 | DEFINE FINANCIAL 401(K) PLAN - Plan #001 | 3 / 3 | $8,081 / $22,786 |
| 2021 | Plan NameDEFINE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$3,261 / $8,081 | 2021 | DEFINE FINANCIAL 401(K) PLAN - Plan #001 | 2 / 3 | $3,261 / $8,081 |
| 2020 | Plan NameDEFINE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$882 / $3,261 | 2020 | DEFINE FINANCIAL 401(K) PLAN - Plan #001 | 1 / 2 | $882 / $3,261 |
| 2019 | Plan NameDEFINE FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY0 / 1 Assets BOY/EOY$0 / $882 | 2019 | DEFINE FINANCIAL 401(K) PLAN - Plan #001 | 0 / 1 | $0 / $882 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DEFINE FINANCIAL, LLC
12526 High Bluff Dr, STE 238, San Diego, Ca 92130-2066| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/15/2020 | Approved$31,100 Forgiven$31,285 LenderBank of Southern California National Association Jobs2 | 05/15/2020 | $31,100 | $31,285 | Bank of Southern California National Association | 2 |
PPP Loans based on Paycheck Protection Program.
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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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