Personal Financial Consultants, Inc.
California
Registered In
09/12/2006
Incorp. Date
Company Summary
Personal Financial Consultants, Inc. at 3738 Mt Diablo Blvd STE 201, Lafayette, Ca 94549 lists Patricia A Pannell and Loren B Kayfetz of Lafayette, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Terminated
Registration Type
Domestic
Search Other Resources
People
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Loren B Kayfeyz
Individual Agent
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3738 MT DIABLO BLVD STE 201, LAFAYETTE, CA 94549
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Patricia A Pannell
CEO
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3738 MT DIABLO BLVD STE 201, LAFAYETTE, CA 94549
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Patricia A Pannell
Chief Financial Officer
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3738 MT DIABLO BLVD STE 201, LAFAYETTE, CA 94549
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Loren B Kayfetz
Director
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3738 MT DIABLO BLVD STE 201, LAFAYETTE, CA 94549
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Loren B Kayfetz
Secretary
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3738 MT DIABLO BLVD STE 201, LAFAYETTE, CA 94549
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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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3738 MT DIABLO BLVD STE 201, LAFAYETTE, CA 94549
(Mailing)
View Map
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Financials
Financial Information for Personal Financial Consultants, Inc.
Form 5500
PERSONAL FINANCIAL CONSULTANTS, INC.
314 Meredith Court, Clayton, Ca 94517 (888) 557-3272 EIN:20-5573935 Plan Admin:Loren Kayfetz| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$356,583 / $0 | 2021 | PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 0 | $356,583 / $0 |
| 2020 | Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,250,589 / $1,953,367 | 2020 | PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN - Plan #002 | 3 / 3 | $1,250,589 / $1,953,367 |
| 2020 | Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 4 Assets BOY/EOY$0 / $0 | 2020 | PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 4 | $0 / $0 |
| 2019 | Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$636,742 / $1,250,589 | 2019 | PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN - Plan #002 | 2 / 2 | $636,742 / $1,250,589 |
| 2019 | Plan NamePERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$0 / $0 | 2019 | PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $0 / $0 |
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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