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.

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Gen. Business - for Profit
Status
Good Standing
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Carlson, James Registered Agent
9494 ERIKA LN, NEW BLOOMFIELD, MO 65063
James Carlson, President
1111 TRITON DR STE 201, FOSTER CITY, CA 94404
James Carlson, Director
1111 TRITON DR STE 201, FOSTER CITY, CA 94404
Tracy Carlson, Secretary
1111 TRITON DR STE 201, FOSTER CITY, CA 94404
1111 TRITON DR STE 201, FOSTER CITY, CA 94404 View Map

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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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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