Actionable Insights Forum

California
Registered In
05/26/2016
Incorp. Date

Company Summary

Actionable Insights Forum at 5962 La Place Ct STE 130, Carlsbad, Ca 92008 lists Mark Whatley and Bruce Rosenblatt of Carlsbad, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Mutual Benefit
Status
Active
Registration Type
Domestic
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People

Mark Whatley Individual Agent
5962 LA PLACE CT STE 130, CARLSBAD, CA 92008 (View Past Addresses)
Mark Whatley CEO
5962 LA PLACE CT STE 130, CARLSBAD, CA 92008 (View Past Addresses)
Bruce Rosenblatt Chief Financial Officer
5962 LA PLACE CT STE 130, CARLSBAD, CA 92008 (View Past Addresses)
Tom Matrone Secretary
5962 LA PLACE CT STE 130, CARLSBAD, CA 92008 (View Past Addresses)
Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

5962 LA PLACE CT STE 130, CARLSBAD, CA 92008 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 Actionable Insights Forum

Form 5500

ACTIONABLE INSIGHTS FORUM

5962 La Place Ct STE 130, Carlsbad, Ca 92008 (760) 607-6988 EIN:81-3005993 Plan Admin:Jacqueline Nelissen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameACTIONABLE INSIGHTS FORUM 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $32,225 2023 ACTIONABLE INSIGHTS FORUM 401(K) PLAN - Plan #001 0 / 3 $0 / $32,225
Benefit & Retirement Plans based on Form 5500.
Form 990

ACTIONABLE INSIGHTS FORUM

1825 Aston Ave STE B, Carlsbad, Ca 92008-7341 EIN:81-3005993 Deductibility:Contributions are not deductible Classification:Business League Type:Business & Industry
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps1 Contributions$724 Revenue$517,536 Expenses$493,995 Assets EOY$68,367 Liabilities$38,907 2022 1 $724 $517,536 $493,995 $68,367 $38,907
2021 # of Emps1 Contributions$21,154 Revenue$477,037 Expenses$525,162 Assets EOY$50,316 Liabilities$44,397 2021 1 $21,154 $477,037 $525,162 $50,316 $44,397
2020 # of Emps1 Contributions$0 Revenue$497,068 Expenses$442,625 Assets EOY$79,215 Liabilities$25,171 2020 1 $0 $497,068 $442,625 $79,215 $25,171
2019 # of Emps1 Contributions$0 Revenue$502,531 Expenses$480,211 Assets EOY$47,643 Liabilities$48,042 2019 1 $0 $502,531 $480,211 $47,643 $48,042
2018 # of Emps Contributions$1,684 Revenue$146,988 Expenses$127,694 Assets EOY$55,737 Liabilities$78,456 2018 $1,684 $146,988 $127,694 $55,737 $78,456
Form 990N

ACTIONABLE INSIGHTS FORUM

6350 YARROW DRIVE Apt D, CARLSBAD, CA 92011 EIN:81-3005993 SETH HARRISON (Officer) 6350 YARROW DRIVE Room/Suite D, CARLSBAD, CA 92011
Year Gross Receipts 50K or Less Terminated
2017 Yes No
Tax Returns based on Form 990 & 990N.
PPP Loans

ACTIONABLE INSIGHTS FORUM

6350 Yarrow Dr STE D, Carlsbad, Ca 92011
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$20,832 Forgiven$21,053 LenderJPMorgan Chase Bank, National Association Jobs1 05/01/2020 $20,832 $21,053 JPMorgan Chase Bank, National Association 1
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 • Internal Revenue Service
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