Beacon Retirement Planning Group, Inc.

Carlsbad, CA

California

Registered In

09/27/2004

Incorp. Date

Company Summary

Beacon Retirement Planning Group, Inc. in Carlsbad, CA lists Kelly Joseph Carter and Steven Anthony Conte of Carlsbad, CA

Overview

Registered In

California

Incorporation Date

09/27/2004

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Kelly Joseph Carter Individual Agent	2100 PALOMAR AIRPORT RD STE 214-8, CARLSBAD, CA 92011
Kelly Joseph Carter CEO	2100 PALOMAR AIRPORT RD STE 214, CARLSBAD, CA 92011
Kelly Joseph Carter Chief Financial Officer	2100 PALOMAR AIRPORT RD STE 214, CARLSBAD, CA 92011 (View Past Addresses)
Steven Anthony Conte Director	2100 PALOMAR AIRPORT RD STE 214, CARLSBAD, CA 92011
Steven Anthony Conte Secretary	2100 PALOMAR AIRPORT RD STE 214, CARLSBAD, CA 92011

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

2100 PALOMAR AIRPORT RD STE 214, CARLSBAD, CA 92011 (Mailing) View Map

Financials

Financial Information for Beacon Retirement Planning Group, Inc.

Form 5500

BEACON RETIREMENT PLANNING GROUP, INC

2100 Palomar Airport Road, Carlsbad, Ca 92011 (855) 346-2663 EIN:20-3172843 Plan Admin:Kelly Durante

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBEACON RETIREMENT PLANNING GROUP, INC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $13,489	2023	BEACON RETIREMENT PLANNING GROUP, INC 401(K) PLAN - Plan #001	7 / 7	$0 / $13,489
2022	Plan NameBEACON RETIREMENT PLANNING GROUP, INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$0 / $0	2022	BEACON RETIREMENT PLANNING GROUP, INC 401(K) PLAN - Plan #001	5 / 7	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BEACON RETIREMENT PLANNING GROUP INC.

2100 Palomar Airport Rd # 214-8, Carlsbad, CA 92011-4402 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/29/2021	Approved$80,900 Forgiven$81,388 LenderCitibank, N.A. Jobs5	01/29/2021	$80,900	$81,388	Citibank, N.A.	5
05/01/2020	Approved$80,900 Forgiven$81,428 LenderCitibank, N.A. Jobs5	05/01/2020	$80,900	$81,428	Citibank, N.A.	5

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