Principled Strategies Inc. at 777 S Highway 101 STE 204, Solana Beach, Ca 92075 lists Patrick John Burns and Cathy Mccarty Burns of Solana Beach, CA.
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Patrick John Burns
Individual Agent
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703 SAN DIEGUITO DR, ENCINITAS, CA 92024
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Patrick John Burns
CEO
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777 S HIGHWAY 101 STE 204, SOLANA BEACH, CA 92075
(View Past Addresses)
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Patrick John Burns
Chief Financial Officer
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777 S HIGHWAY 101 STE 204, SOLANA BEACH, CA 92075
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Patrick John Burns
Director
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777 S HIGHWAY 101 STE 204, SOLANA BEACH, CA 92075
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Cathy Mccarty Burns
Secretary
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777 S HIGHWAY 101 STE 204, SOLANA BEACH, CA 92075
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777 S HIGHWAY 101 STE 204, SOLANA BEACH, CA 92075
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,190,624 / $1,598,549 | 2023 | PRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 6 / 5 | $1,190,624 / $1,598,549 |
| 2022 | Plan NamePRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$1,362,154 / $1,190,624 | 2022 | PRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 9 / 6 | $1,362,154 / $1,190,624 |
| 2021 | Plan NamePRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 9 Assets BOY/EOY$1,125,873 / $1,362,154 | 2021 | PRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 5 / 9 | $1,125,873 / $1,362,154 |
| 2020 | Plan NamePRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 14 Assets BOY/EOY$927,620 / $1,125,873 | 2020 | PRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 8 / 14 | $927,620 / $1,125,873 |
| 2019 | Plan NamePRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$704,642 / $927,620 | 2019 | PRINCIPLED STRATEGIES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $704,642 / $927,620 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$72,500 Forgiven$72,987 LenderBank of Southern California National Association Jobs7 | 04/29/2020 | $72,500 | $72,987 | Bank of Southern California National Association | 7 |
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