Balanced Wealth Planning, Inc.
California
Registered In
07/25/2019
Incorp. Date
Company Summary
Balanced Wealth Planning, Inc. at 7299 Fordham Pl, Goleta, Ca 93117 lists Steven Symer and Kathleen Symer of Goleta, 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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Steven Symer
Individual Agent
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7299 FORDHAM PL, GOLETA, CA 93117
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Steven Symer
CEO
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7299 FORDHAM PL, GOLETA, CA 93117
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Steven Symer
Chief Financial Officer
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7299 FORDHAM PL, GOLETA, CA 93117
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Steven Symer
Director
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7299 FORDHAM PL, GOLETA, CA 93117
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Kathleen Symer
Director
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7299 FORDHAM PL, GOLETA, CA 93117
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Kathleen Symer
Secretary
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7299 FORDHAM PL, GOLETA, CA 93117
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Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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7299 FORDHAM PL, GOLETA, CA 93117
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Balanced Wealth Planning, Inc.
Form 5500
BALANCED WEALTH PLANNING, INC
55 S La Cumbre Rd 12, Santa Barbara, Ca 93105 (805) 967-0064 EIN:84-2639366 Plan Admin:Plan Sponsor| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBALANCED WEALTH PLANNING, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$232,228 / $345,027 | 2023 | BALANCED WEALTH PLANNING, INC RETIREMENT TRUST - Plan #001 | 4 / 4 | $232,228 / $345,027 |
| 2022 | Plan NameBALANCED WEALTH PLANNING, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$197,419 / $232,228 | 2022 | BALANCED WEALTH PLANNING, INC RETIREMENT TRUST - Plan #001 | 3 / 4 | $197,419 / $232,228 |
| 2021 | Plan NameBALANCED WEALTH PLANNING, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$84,244 / $197,419 | 2021 | BALANCED WEALTH PLANNING, INC RETIREMENT TRUST - Plan #001 | 3 / 3 | $84,244 / $197,419 |
| 2020 | Plan NameBALANCED WEALTH PLANNING, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $84,244 | 2020 | BALANCED WEALTH PLANNING, INC RETIREMENT TRUST - Plan #001 | 3 / 3 | $0 / $84,244 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BALANCED WEALTH PLANNING, INC
55 S La Cumbre Rd #12, SANTA BARBARA, CA 93105-6125 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$56,026 Forgiven$56,339 LenderAxos Bank Jobs5 | 04/15/2020 | $56,026 | $56,339 | Axos Bank | 5 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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|
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|
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|
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|
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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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