Advanced Trustee Strategies, Inc.
California
Registered In
06/26/2001
Incorp. Date
Company Summary
Advanced Trustee Strategies, Inc. at 5435 Oberlin Dr STE 200, San Diego, Ca 92121 lists Sandeep Varma and Nisha Varma of San Diego, CA as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Nisha Varma
Individual Agent
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5435 OBERLIN DR STE 200, SAN DIEGO, CA 92121
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Sandeep Varma
CEO
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5435 OBERLIN DR STE 200, SAN DIEGO, CA 92121
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Nisha Varma
Chief Financial Officer
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5435 OBERLIN DR STE 200, SAN DIEGO, CA 92121
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Sandeep Varma
Director
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5435 OBERLIN DR STE 200, SAN DIEGO, CA 92121
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Nisha Varma
Secretary
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5435 OBERLIN DR STE 200, SAN DIEGO, CA 92121
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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5435 OBERLIN DR STE 200, SAN DIEGO, CA 92121
(Mailing)
View Map
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Financials
Financial Information for Advanced Trustee Strategies, Inc.
Form 5500
ADVANCED TRUSTEE STRATEGIES, INC.
5435 Oberlin Drive Suite 200, San Diego, Ca 92121 (858) 643-5757 EIN:33-0973277 Plan Admin:Nisha Varma| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameATS FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$859,932 / $701,160 | 2022 | ATS FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 9 | $859,932 / $701,160 |
| 2021 | Plan NameATS FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$685,289 / $859,932 | 2021 | ATS FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $685,289 / $859,932 |
| 2020 | Plan NameATS FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$367,696 / $685,289 | 2020 | ATS FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $367,696 / $685,289 |
| 2019 | Plan NameATS FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$266,928 / $367,696 | 2019 | ATS FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST - Plan #001 | 7 / 5 | $266,928 / $367,696 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ADVANCED TRUSTEE STRATEGIES, INC.
5435 Oberlin Drive, Ste. 200, San Diego, CA 92121-1716 Industry:Trusts, Estates, and Agency Accounts Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$191,212 Forgiven$193,810 LenderCDC Small Business Finance Corporation Jobs9 | 04/14/2020 | $191,212 | $193,810 | CDC Small Business Finance Corporation | 9 |
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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