Kapstone Planning Inc.
California
Registered In
06/10/2013
Incorp. Date
Company Summary
Kapstone Planning Inc. at 5151 California Ave STE 100, Irvine, Ca 92617 lists Trevor R Lottes and Trevor R. Lottes of San Marcos, CA as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Trevor R. Lottes
Individual Agent
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1178 HIGHBLUFF AVE, SAN MARCOS, CA 92078
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Trevor R Lottes
CEO
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1178 HIGHBLUFF AVE, SAN MARCOS, CA 92078
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Trevor R Lottes
Chief Financial Officer
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1178 HIGHBLUFF AVE, SAN MARCOS, CA 92078
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Trevor R. Lottes
Director
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1178 HIGHBLUFF AVE, SAN MARCOS, CA 92078
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Trevor R Lottes
Secretary
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1178 HIGHBLUFF AVE, SAN MARCOS, CA 92078
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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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5151 CALIFORNIA AVE STE 100, IRVINE, CA 92617
View Map
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1178 HIGHBLUFF AVE, SAN MARCOS, CA 92078
(Mailing)
View Map
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Financials
Financial Information for Kapstone Planning Inc.
Form 5500
KAPSTONE PLANNING, INC.
1178 Highbluff Avenue, San Marcos, Ca 92078 (949) 929-0949 EIN:46-3076479 Plan Admin:Trevor Lottes| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameKAPSTONE PLANNING SAFE HARBOR 401(K) PLAN Plan #002 Participants BOY/EOY9 / 0 Assets BOY/EOY$363,153 / $0 | 2020 | KAPSTONE PLANNING SAFE HARBOR 401(K) PLAN - Plan #002 | 9 / 0 | $363,153 / $0 |
| 2019 | Plan NameKAPSTONE PLANNING SAFE HARBOR 401(K) PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$347,425 / $363,153 | 2019 | KAPSTONE PLANNING SAFE HARBOR 401(K) PLAN - Plan #002 | 10 / 9 | $347,425 / $363,153 |
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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