Todd Financial Group, Inc.

California
Registered In
10/29/2008
Incorp. Date

Company Summary

Todd Financial Group, Inc. at 260 W Crest ST STE E, Escondido, Ca 92025 lists Jeffrey Todd of Escondido, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Jeffrey Todd Individual Agent
6465 FRANCISCAN RD, CARLSBAD, CA 92011
Jeffrey Todd CEO
260 W CREST ST STE E, ESCONDIDO, CA 92025 (View Past Addresses)
Jeffrey Todd Chief Financial Officer
260 W CREST ST STE E, ESCONDIDO, CA 92025 (View Past Addresses)
Jeffrey Todd Director
260 W CREST ST STE E, ESCONDIDO, CA 92025 (View Past Addresses)
Jeffrey Todd Secretary
260 W CREST ST STE E, ESCONDIDO, CA 92025 (View Past Addresses)
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260 W CREST ST STE E, ESCONDIDO, CA 92025 (Mailing) View Map
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Financial Information for Todd Financial Group, Inc.

Form 5500

TODD FINANCIAL GROUP INC

260 W Crest ST STE E, Escondido, Ca 92025 (760) 489-9500 EIN:26-3676248 Plan Admin:Jeffrey Todd
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$951,209 / $1,107,703 2023 TODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $951,209 / $1,107,703
2022 Plan NameTODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,092,151 / $951,209 2022 TODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $1,092,151 / $951,209
2021 Plan NameTODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$951,140 / $1,092,151 2021 TODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $951,140 / $1,092,151
2020 Plan NameTODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$815,150 / $951,140 2020 TODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $815,150 / $951,140
2019 Plan NameTODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$637,377 / $815,150 2019 TODD FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $637,377 / $815,150
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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