Advanced Planning Insurance and Financial Group, Inc.

Newport Beach, CA

California

Registered In

04/22/1998

Incorp. Date

Company Summary

Advanced Planning Insurance and Financial Group, Inc. in Newport Beach, CA lists Roderic L Smith and Adam K Smith of Newport Beach, CA

Registered In

California

Incorporation Date

04/22/1998

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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Janice Licea Individual Agent	4770 CAMPUS DR STE 210, NEWPORT BEACH, CA 92660
Roderic L Smith CEO	4770 CAMPUS DR STE 210, NEWPORT BEACH, CA 92660
Adam K Smith Chief Financial Officer	4770 CAMPUS DR STE 210, NEWPORT BEACH, CA 92660
Roderic L Smith Director	4770 CAMPUS DR STE 210, NEWPORT BEACH, CA 92660
Janice Licea Secretary	4770 CAMPUS DR STE 210, NEWPORT BEACH, CA 92660

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

4770 CAMPUS DR STE 210, NEWPORT BEACH, CA 92660 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Form 5500

4770 Campus Dr STE 210, Newport Beach, Ca 92660 (949) 501-4600 EIN:33-0816197 Plan Admin:Rod L. Smith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameADVANCED PLANNING GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$80,646 / $162,822	2023	ADVANCED PLANNING GROUP, INC. 401(K) PLAN - Plan #001	5 / 5	$80,646 / $162,822
2022	Plan NameADVANCED PLANNING GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$50,509 / $80,646	2022	ADVANCED PLANNING GROUP, INC. 401(K) PLAN - Plan #001	5 / 5	$50,509 / $80,646
2021	Plan NameADVANCED PLANNING GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$0 / $50,509	2021	ADVANCED PLANNING GROUP, INC. 401(K) PLAN - Plan #001	3 / 5	$0 / $50,509

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2280 Market Street, Suite 310, Riverside, CA 92501 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
06/15/2020	Approved$20,500 Forgiven$20,739 LenderLive Oak Banking Company Jobs4	06/15/2020	$20,500	$20,739	Live Oak Banking Company	4

PPP Loans based on Paycheck Protection Program.

Address Match:4770 Campus Dr Ste 210 Newport Beach, CA

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