Copley Financial Group, Inc.

California
Registered In
02/07/2014
Incorp. Date

Company Summary

Copley Financial Group, Inc. at 2650 Camino Del Rio N STE 350, San Diego, Ca 92108 lists Matthew D Copley and Matthew D. Copley of San Diego, CA.

Overview

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

Danielle M. Copley Individual Agent
2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
Matthew D Copley CEO
2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
Matthew D. Copley Chief Financial Officer
2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
Matthew D. Copley Director
2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
Matthew D. Copley Secretary
2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108 (Mailing) View Map

Financials

Financial Information for Copley Financial Group, Inc.

Form 5500

COPLEY FINANCIAL GROUP, INC.

2650 Camino Del Rio N STE 350, San Diego, Ca 92108 (619) 294-6008 EIN:46-4809510 Plan Admin:Gizel Vizcaya
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCOPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,369,627 / $1,454,674 2022 COPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST - Plan #001 6 / 6 $1,369,627 / $1,454,674
2021 Plan NameCOPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$956,584 / $1,369,627 2021 COPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST - Plan #001 6 / 6 $956,584 / $1,369,627
2020 Plan NameCOPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$565,550 / $956,584 2020 COPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST - Plan #001 6 / 6 $565,550 / $956,584
2019 Plan NameCOPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$275,456 / $565,550 2019 COPLEY FINANCIAL GROUP, INC. RETIREMENT TRUST - Plan #001 6 / 6 $275,456 / $565,550
Benefit & Retirement Plans based on Form 5500.
PPP Loans

COPLEY FINANCIAL GROUP, INC.

2650 Camino N, San Diego, Ca 92108
Loan Date Approved Forgiven Lender Jobs
05/02/2020 Approved$94,871 Forgiven$95,854 LenderU.S. Bank, National Association Jobs6 05/02/2020 $94,871 $95,854 U.S. Bank, National Association 6
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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