Comprehensive Advisor LLC in Carlsbad, CA was registered on 04/26/2022. It is listed at 2011 Palomar Airport Rd STE 302, Carlsbad, Ca 92011.
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Corporation Service Company
Registered Agent
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84 STATE ST, BOSTON, MA 02109
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2011 PALOMAR AIRPORT RD STE 302, CARLSBAD, CA 92011
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOMPREHENSIVE ADVISOR 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$194,636 / $377,566 | 2023 | COMPREHENSIVE ADVISOR 401(K) PLAN - Plan #001 | 9 / 9 | $194,636 / $377,566 |
| 2022 | Plan NameCOMPREHENSIVE ADVISOR 401(K) PLAN Plan #001 Participants BOY/EOY6 / 9 Assets BOY/EOY$152,294 / $194,636 | 2022 | COMPREHENSIVE ADVISOR 401(K) PLAN - Plan #001 | 6 / 9 | $152,294 / $194,636 |
| 2021 | Plan NameCOMPREHENSIVE ADVISOR 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$48,383 / $152,294 | 2021 | COMPREHENSIVE ADVISOR 401(K) PLAN - Plan #001 | 6 / 6 | $48,383 / $152,294 |
| 2020 | Plan NameCOMPREHENSIVE ADVISOR 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$15,817 / $48,383 | 2020 | COMPREHENSIVE ADVISOR 401(K) PLAN - Plan #001 | 6 / 6 | $15,817 / $48,383 |
| 2019 | Plan NameCOMPREHENSIVE ADVISOR 401(K) PLAN Plan #001 Participants BOY/EOY0 / 6 Assets BOY/EOY$0 / $15,817 | 2019 | COMPREHENSIVE ADVISOR 401(K) PLAN - Plan #001 | 0 / 6 | $0 / $15,817 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/17/2021 | Approved$79,161 Forgiven$79,504 LenderCDC Small Business Finance Corporation Jobs6 | 02/17/2021 | $79,161 | $79,504 | CDC Small Business Finance Corporation | 6 |
| 04/10/2020 | Approved$79,726 Forgiven$80,407 LenderCDC Small Business Finance Corporation Jobs6 | 04/10/2020 | $79,726 | $80,407 | CDC Small Business Finance Corporation | 6 |
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration