Strategic Incentives, Inc.

Robert Forouzandeh Individual Agent	1421 STATE ST STE B, SANTA BARBARA, CA 93101
Mark Lawrence CEO	630 STATE ST, SANTA BARBARA, CA 93101
Mark Lawrence Chief Financial Officer	630 STATE ST, SANTA BARBARA, CA 93101
Mark Lawrence Director	630 STATE ST, SANTA BARBARA, CA 93101
Jerod Foos Secretary	630 STATE ST, SANTA BARBARA, CA 93101

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630 STATE ST, SANTA BARBARA, CA 93101 (Mailing) View Map

Form 5500

630 State Street, Santa Barbara, Ca 93101 (805) 560-9055 EIN:77-0581465 Plan Admin:Mark Lawrence

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSTRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,229,974 / $1,183,763	2022	STRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$1,229,974 / $1,183,763
2021	Plan NameSTRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,100,997 / $1,229,974	2021	STRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$1,100,997 / $1,229,974
2020	Plan NameSTRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$915,433 / $1,100,997	2020	STRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$915,433 / $1,100,997
2019	Plan NameSTRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$698,804 / $915,433	2019	STRATEGIC INCENTIVES, INC. DEFINED BENEFIT PENSION PLAN - Plan #001	3 / 3	$698,804 / $915,433

Benefit & Retirement Plans based on Form 5500.

PPP Loans

630 State St, Santa Barbara, CA 93101-3302 Industry:Other Services Related to Advertising Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/02/2021	Approved$145,000 Forgiven$145,657 LenderBMO Bank National Association Jobs9	02/02/2021	$145,000	$145,657	BMO Bank National Association	9
04/30/2020	Approved$142,997 Forgiven$144,526 LenderBMO Bank National Association Jobs9	04/30/2020	$142,997	$144,526	BMO Bank National Association	9

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary