Financial Grade

California
Registered In
08/23/2007
Incorp. Date

Company Summary

Financial Grade at 875 Prospect ST STE 201, La Jolla, Ca 92037 lists Peter Blasi and Tamara Blasi of La Jolla, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Peter Blasi Individual Agent
875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Peter Blasi CEO
875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Peter Blasi Chief Financial Officer
875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Peter Blasi Director
875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Tamara Blasi Secretary
875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

875 PROSPECT ST STE 201, LA JOLLA, CA 92037 View Map
Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Financial Grade

Form 5500

FINANCIAL GRADE

225 Broadway Suite 1510, San Diego, Ca 92101 (619) 595-0937 EIN:22-3968156 Plan Admin:Pete Blasi
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 25 Assets BOY/EOY$591,342 / $479,922 2022 FINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 32 / 25 $591,342 / $479,922
2021 Plan NameFINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 25 Assets BOY/EOY$462,855 / $591,342 2021 FINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 32 / 25 $462,855 / $591,342
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FINANCIAL GRADE

225 BROADWAY 1510, San Diego, CA 92101-5000 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
06/15/2020 Approved$96,732 Forgiven$98,301 LenderCustomers Bank Jobs7 06/15/2020 $96,732 $98,301 Customers Bank 7
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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