Retirement Solutions, Inc

Carlsbad, CA

California

Registered In

02/14/2001

Incorp. Date

Company Summary

Retirement Solutions, Inc at 5857 Owens Ave STE 110, Carlsbad, Ca 92008 lists Scott Allan Chelberg and Scott Chelberg of Carlsbad, CA as the associates.

Overview

Registered In

California

Incorporation Date

02/14/2001

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Scott Allan Chelberg Individual Agent	5857 OWENS AVE STE 110, CARLSBAD, CA 92008
Scott Allan Chelberg CEO	5857 OWENS AVE STE 110, CARLSBAD, CA 92008
Scott Chelberg Chief Financial Officer	5857 OWENS AVE STE 110, CARLSBAD, CA 92008
Scott Chelberg Director	5857 OWENS AVE STE 110, CARLSBAD, CA 92008
Scott Chelberg Secretary	5857 OWENS AVE STE 110, CARLSBAD, CA 92008

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

Map & Locations

5857 OWENS AVE STE 110, CARLSBAD, CA 92008 (Mailing) View Map

Financials

Financial Information for Retirement Solutions, Inc

Form 5500

RETIREMENT SOLUTIONS, INC

5857 Ownes Ave. STE # 110, Carlsbad, Ca 92008 (760) 603-0700 EIN:33-0951420 Plan Admin:Scott Chelberg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$138,720 / $156,383	2022	RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001	5 / 4	$138,720 / $156,383
2021	Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$97,676 / $138,720	2021	RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001	3 / 5	$97,676 / $138,720
2020	Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$93,017 / $97,676	2020	RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001	3 / 3	$93,017 / $97,676
2019	Plan NameRETIREMENT SOLUTIONS, INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$71,810 / $93,017	2019	RETIREMENT SOLUTIONS, INC 401(K) PLAN - Plan #001	3 / 3	$71,810 / $93,017

Benefit & Retirement Plans based on Form 5500.

PPP Loans

RETIREMENT SOLUTIONS INC.

5857 Owens Ave Ste 110, Carlsbad, CA 92008-5507 Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/18/2021	Approved$40,839 Forgiven$40,964 LenderEndeavor Bank Jobs3	02/18/2021	$40,839	$40,964	Endeavor Bank	3
04/11/2020	Approved$36,647 Forgiven$36,824 LenderEndeavor Bank Jobs3	04/11/2020	$36,647	$36,824	Endeavor Bank	3

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:5857 Owens Ave Ste 110 Carlsbad, CA

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Address Match:5857 Owens Ave Carlsbad, CA

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Person/City Match:Scott Chelberg - Carlsbad, CA

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Professional Retirement Insurance Solutions, LLC Registered in California	Carlsbad, CA		View Report

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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