Rg Financial Limited Liability Company

Carlsbad, CA

Colorado

Registered In

03/24/2022

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Rg Financial Limited Liability Company at 703 Palomar Airport Rd STE 240, Carlsbad, Ca 92011 lists Sandra Bozanic of Denver, CO.

Overview

Registered In

Colorado

Incorporation Date

03/24/2022

Company Type

Foreign Limited Liability Company

Status

Good Standing

Registration Type

Foreign

Foreign Jurisdiction

California

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People

Sandra Bozanic Registered Agent

501 S CHERRY ST STE 1100, DENVER, CO 80246

Map & Locations

703 PALOMAR AIRPORT RD STE 240, CARLSBAD, CA 92011 View Map

Financials

Financial Information for Rg Financial Limited Liability Company

Form 5500

RG FINANCIAL LLC

12636 High Bluff Drive, Suite 400, San Diego, Ca 92130 (303) 378-9323 EIN:47-5419252 Plan Admin:Edward Rojas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRG FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$73,425 / $158,960	2023	RG FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$73,425 / $158,960
2022	Plan NameRG FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$25,323 / $73,425	2022	RG FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 5	$25,323 / $73,425
2021	Plan NameRG FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $25,323	2021	RG FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $25,323

Benefit & Retirement Plans based on Form 5500.

PPP Loans

RG FINANCIAL, LLC

7003 Palomar Airport Rd, Carlsbad, Ca 92011-1042 Industry:Mortgage and Nonmortgage Loan Brokers Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$16,900 Forgiven$17,156 LenderCrossFirst Bank Jobs4	04/07/2020	$16,900	$17,156	CrossFirst Bank	4

PPP Loans based on Paycheck Protection Program.

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Address Match:703 Palomar Airport Rd Ste 240 Carlsbad, CA

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Person/City Match:Sandra Bozanic - Denver, CO

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Address Match:703 Palomar Airport Rd Carlsbad, CA

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Sources

The following government agencies have contributed data:

• Colorado Secretary of State • U.S. Department of Labor • U.S. Small Business Administration