Coghlan Financial Group, Inc.

Edward L Doheny V Individual Agent	7825 FAY AVE STE 200, LA JOLLA, CA 92037 (View Past Addresses)
J Graydon Coghlan CEO	4370 LA JOLLA VILLAGE DR STE 630, SAN DIEGO, CA 92122
J. Graydon Coghlan Chief Financial Officer	4370 LA JOLLA VILLAGE DR STE 630, SAN DIEGO, CA 92122
J. Graydon Coghlan Director	4370 LA JOLLA VILLAGE DR STE 630, SAN DIEGO, CA 92122
J. Graydon Coghlan Secretary	4370 LA JOLLA VILLAGE DR STE 630, SAN DIEGO, CA 92122

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4370 LA JOLLA VILLAGE DR STE 630, SAN DIEGO, CA 92122 (Mailing) View Map

Form 5500

4370 La Jolla Village Dr #630, San Diego, Ca 92122 (858) 550-3960 EIN:26-0718665 Plan Admin:Graydon Coghlan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2023	COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0
2022	Plan NameCOGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2022	COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0
2021	Plan NameCOGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2021	COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0
2020	Plan NameCOGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$163,535 / $241,955	2020	COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	1 / 1	$163,535 / $241,955
2019	Plan NameCOGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$107,615 / $163,535	2019	COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 5	$107,615 / $163,535
2018	Plan NameCOGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$92,049 / $107,615	2018	COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 4	$92,049 / $107,615

Benefit & Retirement Plans based on Form 5500.

Address Match:4370 La Jolla Village Dr Ste 630 San Diego, CA

Helpyoulearn LLC Registered in California	San Diego, CA		View Report
Coghlan Management Services, Inc. Registered in California	La Jolla, CA San Diego, CA (1 more)		View Report

Address Match:4370 La Jolla Village Dr San Diego, CA

3m Mini-Storage, L.P. Registered in California	San Diego, CA	View Report
Mich Equity, Lp Registered in California	San Diego, CA	View Report
Pref White Building, LLC Registered in California	San Diego, CA	View Report
Sagesc Holdings, LLC Registered in California	San Diego, CA	View Report
Smmcmb Limited Partnership Registered in California	Milwaukee, WI (1 more)	View Report
Avalon Pc Corp. Registered in Florida	San Diego, CA Palm Coast, FL	View Report
Lean and Green, LLC Registered in California	San Diego, CA	View Report
Sun Industry International (Usa), Inc. Registered in California	San Diego, CA Diego, CA	View Report
5th & K, LLC Registered in California	San Diego, CA	View Report
Cr Pueblo Villas, LLC Registered in California	San Diego, CA	View Report
Kbr Opportunity Fund II Partners, Lp Registered in California	Jolla, CA (1 more)	View Report
Mossmer Cvcc, L.P. Registered in California	San Diego, CA	View Report
Mth Commodities & Futures LLC Registered in California	San Diego, CA	View Report
Paragon Sienna, LLC Registered in California	San Diego, CA	View Report
Pref Icon, LLC Registered in California	San Diego, CA	View Report
Sebs Holdings LLC Registered in California	San Diego, CA	View Report
Sienna Ms, LLC Registered in California	San Diego, CA	View Report
Tbelle Financial, LLC Registered in California	San Diego, CA	View Report
Strata Fulton, LLC Registered in Washington	Olympia, WA San Diego, CA	View Report
Strata Saratoga, LLC Registered in Washington	Olympia, WA San Diego, CA	View Report

Person/City Match:Edward L Doheny V - La Jolla, CA

Inspired Commerce, Inc. Registered in California	La Jolla, CA Santee, CA (1 more)	View Report
Iris Credit Solutions, LLC Registered in California	Glendora, CA Upland, CA	View Report
Maexidus Registered in California	Pasadena, CA	View Report
Pacific Coast Soccer Academy, Inc. Registered in California	La Jolla, CA Jolla, CA	View Report
Brainsaw LLC Registered in California	Tustin, CA Aliso Viejo, CA	View Report
Carlson Family Enterprises 2005, LLC Registered in California	Solana Beach, CA La Jolla, CA	View Report
San Diego Nanotechnology, Inc. Registered in California	La Jolla, CA San Diego, CA (2 more)	View Report
Stratford Capital Group, LLC Registered in California	South Pasadena, CA Pasadena, CA	View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

Company Summary