Financial Planning for Generations, Inc.

California
Registered In
02/16/1999
Incorp. Date

Company Summary

Financial Planning for Generations, Inc. at 15760 Ventura Blvd STE 840, Encino, Ca 91436 lists Csc of Springfield, IL and Michael James Crum of Encino, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Matthew Miller Davis Individual Agent
15760 VENTURA BLVD STE 840, ENCINO, CA 91436
Csc Applicant
801 ADLAI STEVENSON DR, SPRINGFIELD, IL 62703
Michael James Crum CEO
15760 VENTURA BLVD STE 840, ENCINO, CA 91436 (View Past Addresses)
Matthew Miller Davis Chief Financial Officer
15760 VENTURA BLVD STE 840, ENCINO, CA 91436
Michael James Crum Director
15760 VENTURA BLVD STE 840, ENCINO, CA 91436
Matthew Miller Davis Director
15760 VENTURA BLVD STE 840, ENCINO, CA 91436
Michael James Crum Secretary
15760 VENTURA BLVD STE 840, ENCINO, CA 91436
Showing current associates only (7 of 8 total associates). Create a free account to see the full associate history

Map & Locations

15760 VENTURA BLVD STE 840, ENCINO, CA 91436 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Financial Planning for Generations, Inc.

Form 5500

FINANCIAL PLANNING FOR GENERATIONS, INC.

15760 Ventura Blvd., Suite 840, Encino, Ca 91436 (855) 374-9174 EIN:77-0506099 Plan Admin:Matthew Davis
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFPG PROFIT SHARING PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,686 / $2,727 2022 FPG PROFIT SHARING PLAN - Plan #003 2 / 2 $2,686 / $2,727
2021 Plan NameFPG PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$96,998 / $228,628 2021 FPG PENSION PLAN - Plan #002 2 / 2 $96,998 / $228,628
2021 Plan NameFPG PROFIT SHARING PLAN Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,225 / $2,686 2021 FPG PROFIT SHARING PLAN - Plan #003 2 / 2 $1,225 / $2,686
2020 Plan NameFPG PENSION PLAN Plan #002 Participants BOY/EOY1 / 2 Assets BOY/EOY$0 / $96,998 2020 FPG PENSION PLAN - Plan #002 1 / 2 $0 / $96,998
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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