Plan Design Consultants, Inc.
Missouri
Registered In
04/11/2022
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Plan Design Consultants, Inc. at 1111 Triton Dr STE 201, Foster City, Ca 94404 lists James Carlson, and Tracy Carlson, of Foster City, CA as the associates.
Overview
Registered In
Missouri
Incorporation Date
Company Type
Gen. Business - for Profit
Status
Good Standing
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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Carlson, James
Registered Agent
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9494 ERIKA LN, NEW BLOOMFIELD, MO 65063
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James Carlson,
President
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1111 TRITON DR STE 201, FOSTER CITY, CA 94404
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James Carlson,
Director
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1111 TRITON DR STE 201, FOSTER CITY, CA 94404
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Tracy Carlson,
Secretary
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1111 TRITON DR STE 201, FOSTER CITY, CA 94404
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Map & Locations
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1111 TRITON DR STE 201, FOSTER CITY, CA 94404
View Map
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Financials
Financial Information for Plan Design Consultants, Inc.
Form 5500
PLAN DESIGN CONSULTANTS, INC.
3451 Via Montebello, Suite 192-108, Carlsbad, Ca 92009 (650) 341-3322 EIN:94-2936206 Plan Admin:J. D. Carlson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY27 / 30 Assets BOY/EOY$2,250,531 / $2,335,481 | 2022 | PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001 | 27 / 30 | $2,250,531 / $2,335,481 |
| 2021 | Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY22 / 27 Assets BOY/EOY$2,143,603 / $2,250,531 | 2021 | PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001 | 22 / 27 | $2,143,603 / $2,250,531 |
| 2020 | Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 22 Assets BOY/EOY$2,033,267 / $2,143,603 | 2020 | PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001 | 23 / 22 | $2,033,267 / $2,143,603 |
| 2019 | Plan NamePLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$2,405,525 / $2,033,267 | 2019 | PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST - Plan #001 | 23 / 23 | $2,405,525 / $2,033,267 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PLAN DESIGN CONSULTANTS, INC.
1111 Triton Drive Suite 201, SAN MATEO, CA 94404-1213 Industry:All Other Professional, Scientific, and Technical Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$364,500 Forgiven$368,774 LenderFirst-Citizens Bank & Trust Company Jobs21 | 04/13/2020 | $364,500 | $368,774 | First-Citizens Bank & Trust Company | 21 |
PPP Loans based on Paycheck Protection Program.
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Address Match:1111 Triton Dr Ste 201 Foster City, CA
|
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|
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|
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|
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Sources
The following government agencies have contributed data:
• Missouri Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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