Financial Grade

La Jolla, CA

Massachusetts

Registered In

12/31/2014

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Financial Grade at 875 Prospect ST STE 201, La Jolla, Ca 92037 lists Peter S. Blasi of La Jolla, CA and Tamara Blasi as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

12/31/2014

Company Type

Foreign Corporation

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

California

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People

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

Map & Locations

875 PROSPECT ST STE 201, LA JOLLA, CA 92037 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 Financial Grade

Form 5500

FINANCIAL GRADE

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.

Linked Companies

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

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Sources

The following government agencies have contributed data:

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