Superior Planning, Inc.
California
Registered In
10/10/2003
Incorp. Date
Company Summary
Superior Planning, Inc. at 9820 Willow Creek Rd STE 105, San Diego, Ca 92131 lists James F Thomas, Jr and M Elizabeth Thomas 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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Joseph J Barr, Jr.
Individual Agent
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9820 WILLOW CREEK RD # 230, SAN DIEGO, CA 92131
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James F Thomas, Jr
CEO
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9820 WILLOW CREEK RD STE 105, SAN DIEGO, CA 92131
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James F Thomas, Jr
Chief Financial Officer
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9820 WILLOW CREEK RD # 105, SAN DIEGO, CA 92131
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M Elizabeth Thomas
Director
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9820 WILLOW CREEK RD # 105, SAN DIEGO, CA 92131
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James F Thomas, Jr
Director
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9820 WILLOW CREEK RD # 105, SAN DIEGO, CA 92131
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M Elizabeth Thomas
Secretary
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9820 WILLOW CREEK RD # 105, SAN DIEGO, CA 92131
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Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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9820 WILLOW CREEK RD STE 105, SAN DIEGO, CA 92131
(Mailing)
View Map
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Financials
Financial Information for Superior Planning, Inc.
Form 5500
SUPERIOR PLANNING, INC.
4275 Executive Square, #990, La Jolla, Ca 92037 (858) 546-1046 EIN:33-0622930 Plan Admin:James Thomas| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$463,438 / $559,331 | 2022 | SUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 4 | $463,438 / $559,331 |
| 2021 | Plan NameSUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$393,738 / $463,438 | 2021 | SUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $393,738 / $463,438 |
| 2020 | Plan NameSUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$313,899 / $393,738 | 2020 | SUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $313,899 / $393,738 |
| 2019 | Plan NameSUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$268,100 / $313,899 | 2019 | SUPERIOR PLANNING, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $268,100 / $313,899 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUPERIOR PLANNING INC
9820 Willow Creek Rd Ste 105, San Diego, CA 92131-1114| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/12/2021 | Approved$66,595 Forgiven$66,987 LenderJPMorgan Chase Bank, National Association Jobs4 | 03/12/2021 | $66,595 | $66,987 | JPMorgan Chase Bank, National Association | 4 |
| 05/01/2020 | Approved$109,132 Forgiven$110,353 LenderJPMorgan Chase Bank, National Association Jobs4 | 05/01/2020 | $109,132 | $110,353 | JPMorgan Chase Bank, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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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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