Financial Dynamics, Inc.
California
Registered In
11/12/2003
Incorp. Date
Company Summary
Financial Dynamics, Inc. at 2920 Huntington Dr STE 100, San Marino, Ca 91108 lists Derek Shao of Arcadia, CA as the associate.
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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Derek Shao
Individual Agent
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1408 S 3RD AVE, ARCADIA, CA 91006
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Derek Shao
CEO
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1408 S 3RD AVE, ARCADIA, CA 91006
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Derek Shao
Chief Financial Officer
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1408 S 3RD AVE, ARCADIA, CA 91006
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Derek Shao
Director
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1408 S 3RD AVE, ARCADIA, CA 91006
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Derek Shao
Secretary
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1408 S 3RD AVE, ARCADIA, CA 91006
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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2920 HUNTINGTON DR STE 100, SAN MARINO, CA 91108
View Map
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1408 S 3RD AVE, ARCADIA, CA 91006
(Mailing)
View Map
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Financials
Financial Information for Financial Dynamics, Inc.
Form 5500
FINANCIAL DYNAMICS, INC.
2920 Huntington Dr., Ste. 100, San Marino, Ca 91108 (310) 869-5678 EIN:71-0955448 Plan Admin:Derek Shao| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIAL DYNAMICS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$537,871 / $642,368 | 2023 | FINANCIAL DYNAMICS, INC. RETIREMENT PLAN - Plan #001 | 4 / 4 | $537,871 / $642,368 |
| 2023 | Plan NameFINANCIAL DYNAMICS, INC. PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$454,982 / $544,214 | 2023 | FINANCIAL DYNAMICS, INC. PENSION PLAN - Plan #002 | 3 / 3 | $454,982 / $544,214 |
| 2022 | Plan NameFINANCIAL DYNAMICS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$656,496 / $537,871 | 2022 | FINANCIAL DYNAMICS, INC. RETIREMENT PLAN - Plan #001 | 4 / 4 | $656,496 / $537,871 |
| 2022 | Plan NameFINANCIAL DYNAMICS, INC. PENSION PLAN Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$555,727 / $454,982 | 2022 | FINANCIAL DYNAMICS, INC. PENSION PLAN - Plan #002 | 4 / 3 | $555,727 / $454,982 |
| 2021 | Plan NameFINANCIAL DYNAMICS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$526,230 / $656,496 | 2021 | FINANCIAL DYNAMICS, INC. RETIREMENT PLAN - Plan #001 | 3 / 3 | $526,230 / $656,496 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL DYNAMICS INC
2920 Huntington Dr, Ste 100, San Marino, CA 91108 Industry:Mortgage and Nonmortgage Loan Brokers| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$65,300 Forgiven$55,900 LenderLoan Source Incorporated Jobs4 | 04/15/2020 | $65,300 | $55,900 | Loan Source Incorporated | 4 |
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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