Cap Financial Planning
California
Registered In
11/26/2019
Incorp. Date
Company Summary
Cap Financial Planning at 6310 Greenwich Dr STE 145, San Diego, Ca 92122 lists Christopher A Pratt and Donnalee Bowles of San Diego, CA as 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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Corey Solorzano
Individual Agent
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6310 GREENWICH DR STE 145, SAN DIEGO, CA 92122
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Christopher A Pratt
CEO
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6310 GREENWICH DR STE 145, SAN DIEGO, CA 92122
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Christopher A Pratt
Chief Financial Officer
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6310 GREENWICH DR STE 145, SAN DIEGO, CA 92122
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Christopher A Pratt
Director
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6310 GREENWICH DR STE 145, SAN DIEGO, CA 92122
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Donnalee Bowles
Director
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6310 GREENWICH DR 145, SAN DIEGO, CA 92122
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Corey Solorzano
Director
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6310 GREENWICH DR 145, SAN DIEGO, CA 92122
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Noemi Bedford
Director
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6310 GREENWICH DR 145, SAN DIEGO, CA 92122
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Donnalee Bowles
Secretary
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6310 GREENWICH DR STE 145, SAN DIEGO, CA 92122
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Showing current associates only (8 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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6310 GREENWICH DR STE 145, SAN DIEGO, CA 92122
(Mailing)
View Map
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Financials
Financial Information for Cap Financial Planning
Form 5500
CAP FINANCIAL PLANNING
6310 Greenwich Dr. Suite 145, San Diego, Ca 92122 (858) 290-4455 EIN:84-3935307 Plan Admin:Christopher Pratt| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCAP FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$714,964 / $662,759 | 2022 | CAP FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 5 / 5 | $714,964 / $662,759 |
| 2021 | Plan NameCAP FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$497,543 / $714,964 | 2021 | CAP FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 5 / 5 | $497,543 / $714,964 |
| 2020 | Plan NameCAP FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $497,543 | 2020 | CAP FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 5 / 5 | $0 / $497,543 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CAP FINANCIAL PLANNING
6310 Greenwich Dr. Suite 145, San Diego, Ca 92122| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$82,656 Forgiven$83,417 LenderWells Fargo Bank, National Association Jobs5 | 05/01/2020 | $82,656 | $83,417 | Wells Fargo Bank, National Association | 5 |
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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