Kapstone Planning, Inc.

Costa Mesa, CA

California

Registered In

12/22/2006

Incorp. Date

Company Summary

Kapstone Planning, Inc. at 2544 Elden Ave # B, Costa Mesa, Ca 92627 lists Trevor Lottes of Costa Mesa, CA as the associate.

Overview

Registered In

California

Incorporation Date

12/22/2006

Company Type

Stock Corporation - Ca - General

Status

Terminated

Registration Type

Domestic

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People

Michael Arra Individual Agent	12881 KNOTT ST STE 209, GARDEN GROVE, CA 92841 (View Past Addresses)
Trevor Lottes CEO	2544 ELDEN AVE # B, COSTA MESA, CA 92627

Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

2544 ELDEN AVE # B, COSTA MESA, CA 92627 (Mailing) View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Kapstone Planning, Inc.

Form 5500

KAPSTONE PLANNING, INC.

1178 Highbluff Avenue, San Marcos, Ca 92078 (949) 929-0949 EIN:46-3076479 Plan Admin:Trevor Lottes

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameKAPSTONE PLANNING SAFE HARBOR 401(K) PLAN Plan #002 Participants BOY/EOY9 / 0 Assets BOY/EOY$363,153 / $0	2020	KAPSTONE PLANNING SAFE HARBOR 401(K) PLAN - Plan #002	9 / 0	$363,153 / $0
2019	Plan NameKAPSTONE PLANNING SAFE HARBOR 401(K) PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$347,425 / $363,153	2019	KAPSTONE PLANNING SAFE HARBOR 401(K) PLAN - Plan #002	10 / 9	$347,425 / $363,153

Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Address Match:2544 Elden Ave Costa Mesa, CA

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Person/City Match:Michael Arra - Garden Grove, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor