Coghlan Financial Group, Inc.

San Diego, CA

California

Registered In

03/21/2002

Incorp. Date

Company Summary

Coghlan Financial Group, Inc. at 4370 La Jolla Village Dr STE 630, San Diego, Ca 92122 lists J Graydon Coghlan and J. Graydon Coghlan of San Diego, CA.

Overview

Registered In

California

Incorporation Date

03/21/2002

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

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

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

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

Financials

Financial Information for Coghlan Financial Group, Inc.

Form 5500

COGHLAN FINANCIAL GROUP INC

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.

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Sources

The following government agencies have contributed data:

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