Ridgeview Financial Planning, Inc.

California
Registered In
12/12/2016
Incorp. Date

Company Summary

Ridgeview Financial Planning, Inc. at 1955 Cleveland Ave STE 107, Santa Rosa, Ca 95401 lists Brandon Grundy of Palm Harbor, FL as the associate.

Overview

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

Brandon Grundy Individual Agent
1955 CLEVELAND AVE STE 107, SANTA ROSA, CA 95401 (View Past Addresses)
Brandon Grundy CEO
109 PETERSON LN, PALM HARBOR, FL 34683 (View Past Addresses)
Brandon Grundy Chief Financial Officer
109 PETERSON LN, PALM HARBOR, FL 34683 (View Past Addresses)
Brandon Grundy Director
109 PETERSON LN, PALM HARBOR, FL 34683 (View Past Addresses)
Brandon Grundy Secretary
109 PETERSON LN, PALM HARBOR, FL 34683 (View Past Addresses)
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

1955 CLEVELAND AVE STE 107, SANTA ROSA, CA 95401 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 Ridgeview Financial Planning, Inc.

Form 5500

RIDGEVIEW FINANCIAL PLANNING, INC.

1955 Cleveland Avenue Suite 203, Santa Rosa, Ca 95401 (707) 800-6050 EIN:81-4805370 Plan Admin:Brandon Grundy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameRIDGEVIEW FINANCIAL PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$162,849 / $189,383 2022 RIDGEVIEW FINANCIAL PLANNING, INC. 401(K) PLAN - Plan #001 2 / 2 $162,849 / $189,383
2021 Plan NameRIDGEVIEW FINANCIAL PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$104,654 / $162,849 2021 RIDGEVIEW FINANCIAL PLANNING, INC. 401(K) PLAN - Plan #001 2 / 2 $104,654 / $162,849
Benefit & Retirement Plans based on Form 5500.
PPP Loans

RIDGEVIEW FINANCIAL PLANNING

1955 CLEVELAND AVE Suite 206, SANTA ROSA, CA 95401-4282
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$24,400 Forgiven$24,687 LenderRedwood CU Jobs2 04/10/2020 $24,400 $24,687 Redwood CU 2
PPP Loans based on Paycheck Protection Program.

Linked Companies

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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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