Pacific Financial Strategies, Inc.

California
Registered In
05/20/2002
Incorp. Date

Company Summary

Pacific Financial Strategies, Inc. in Thousand Oaks, CA lists Joseph A Gaecia and Anna-Christina Brockschmindt of Thousand Oaks, CA

Overview

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

Susan Windsor Individual Agent
23901 CALABASAS RD STE 1063, CALABASAS, CA 91302
Joseph A Gaecia CEO
223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
Anna-Christina Brockschmindt Chief Financial Officer
223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
Joseph A Garcia Director
223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
Anna-Christina Brockschmindt Secretary
223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360 (Mailing) View Map

Financials

Financial Information for Pacific Financial Strategies, Inc.

Form 5500

PACIFIC FINANCIAL STRATEGIES, INC.

223 E. Thousand Oaks Blvd., Suite 4, Thousand Oaks, Ca 91360 (818) 991-7794 EIN:48-1262261 Plan Admin:Joseph Arthur Garcia
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,394,331 / $629,954 2022 PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $1,394,331 / $629,954
2021 Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,120,972 / $1,394,331 2021 PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $1,120,972 / $1,394,331
2020 Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$804,590 / $1,120,972 2020 PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 4 / 3 $804,590 / $1,120,972
2019 Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$542,073 / $804,590 2019 PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 4 $542,073 / $804,590
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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