Financial Grade

Registered In: Massachusetts
Incorporation Date: 12/31/2014
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Corporation
Status: Active
Find Social Profiles
Search Other Resources: SEC | EDGAR Trellis.Law Recent News

Registered Agents Inc. Registered Agent	82 WENDELL AVE STE 100, PITTSFIELD, MA 01201
Peter S. Blasi President	875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Peter S. Blasi Vice President	875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Peter S. Blasi Director	875 PROSPECT ST STE 201, LA JOLLA, CA 92037 (View Past Addresses)
Tamara Blasi Director
Tamara Blasi Secretary

875 PROSPECT ST STE 201, LA JOLLA, CA 92037 View Map

Login to view more!

You must login to view additional information. Don't have an account? Sign Up, it's free!

Financial Information for Financial Grade

Form 5500

225 Broadway Suite 1510, San Diego, Ca 92101 (619) 595-0937 EIN:22-3968156 Plan Admin:Pete Blasi

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 25 Assets BOY/EOY$591,342 / $479,922	2022	FINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	32 / 25	$591,342 / $479,922
2021	Plan NameFINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 25 Assets BOY/EOY$462,855 / $591,342	2021	FINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	32 / 25	$462,855 / $591,342

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FINANCIAL GRADE

225 BROADWAY 1510, San Diego, CA 92101-5000 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
06/15/2020	Approved$96,732 Forgiven$98,301 LenderCustomers Bank Jobs7	06/15/2020	$96,732	$98,301	Customers Bank	7

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Financial Grade Registered in New York	San Diego, CA	View Report
Financial Grade Registered in Ohio	North Canton, OH San Diego, CA	View Report
Financial Grade Registered in California	La Jolla, CA Jolla, CA (1 more)	View Report
Financial Grade Inc. Registered in Virginia	La Jolla, CA San Diego, CA	View Report
Top Grade Financial LLC Registered in California	Riverside, CA	View Report
Financial Grade Inc Registered in Idaho	Boise, ID La Jolla, CA (1 more)	View Report
Financial Grade Inc. Registered in Montana	Kalispell, MT La Jolla, CA	View Report
Grade a Financial Services, LLC Registered in Georgia	Mcdonough, GA	View Report
Grade 13 Financial Solutions, LLC Registered in North Carolina	Mooresville, NC	View Report
Grade a Financial Solutions, LLC Registered in Mississippi	Vicksburg, MS	View Report
Helix Financial High-Grade Cmbs Fund I LLC Registered in North Carolina	Charlotte, NC	View Report
Financial Grade Inc Registered in Alabama	Dothan, AL San Diego, CA	View Report
Grade One Financial, Inc. Registered in Massachusetts	Hopedale, MA Milford, MA	View Report
Grade One Financial, LLC Registered in Massachusetts	Milford, MA	View Report

Address Match:875 Prospect St Ste 201 La Jolla, CA

Myseniorhealthplan.Com Inc. Registered in Virginia	La Jolla, CA Virginia Beach, VA (1 more)	View Report
Presidio Investment, Ltd. a California Limited Partnership Registered in California	La Jolla, CA (1 more)	View Report
Prospect-Fay, Ltd., a California Limited Partnership Registered in California	La Jolla, CA (1 more)	View Report
Salud, L.P. Registered in California	La Jolla, CA (1 more)	View Report
Myseniorhealthplan.Com Inc Registered in Montana	Kalispell, MT La Jolla, CA	View Report
G R Otay Investment, Ltd., a California Limited Partnership Registered in California	La Jolla, CA (1 more)	View Report
Regents Bancshares, Inc. Registered in California	La Jolla, CA Vancouver, WA (2 more)	View Report

Address Match:875 Prospect St La Jolla, CA

2163 Logan Ave LLC Registered in California	La Jolla, CA Jolla, CA	View Report
5454 Pine Tree Drive LLC Registered in Florida	Jacksonville, FL La Jolla, CA (1 more)	View Report
Alphacore Insurance Services LLC Registered in Oregon	La Jolla, CA	View Report
Eig Cal4 Portfolio Lp Registered in California	La Jolla, CA (1 more)	View Report
Eig Makers Quarter Lp Registered in California	La Jolla, CA (1 more)	View Report
Global Money Management L.P. Registered in California	La Jolla, CA (1 more)	View Report
Marhir Hamptons LLC Registered in Florida	La Jolla, CA	View Report
Pontus Dr Portfolio, LLC Registered in Florida	La Jolla, CA Plantation, FL	View Report
Pontus Ehc Managing Member, LLC Registered in Florida	La Jolla, CA Plantation, FL	View Report
Pontus Mag Managing Member, LLC Registered in California	La Jolla, CA Jolla, CA	View Report
Pontus Rad Portfolio, LLC Registered in Tennessee	Knoxville, TN La Jolla, CA	View Report
Pontus Vault Portfolio, LLC Registered in Florida	La Jolla, CA Plantation, FL	View Report
Moose & Squirrel, LLC Registered in California	La Jolla, CA Jolla, CA	View Report
3j Via Centre Office Park LLC Registered in California	La Jolla, CA Jolla, CA	View Report
Gesob Limited Partnership Registered in California	La Jolla, CA Jolla, CA	View Report
Habara Farms, Inc. Registered in California	La Jolla, CA Jolla, CA	View Report
Pico Equity Investors Management, LLC Registered in California	Jolla, CA La Jolla, CA	View Report
Pontus Jb Fl, LLC Registered in California	La Jolla, CA Jolla, CA	View Report
Timpat LLC Registered in California	La Jolla, CA Jolla, CA	View Report
Vogakin LLC Registered in California	La Jolla, CA Jolla, CA	View Report

View More in La Jolla, CA

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Financial Grade

Company Summary

Financial Information for Financial Grade

FINANCIAL GRADE

FINANCIAL GRADE