Financial Statement Services, Inc.

New York

Registered In

01/12/2017

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Financial Statement Services, Inc. at Albany County lists Financial Statement Services, Inc. of Santa Ana, CA and C T Corporation System of New York, NY.

Registered In: New York
Incorporation Date: 01/12/2017
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Business Corporation
Status: Not Available
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C T Corporation System Registered Agent	28 LIBERTY ST, NEW YORK, NY 10005
Financial Statement Services, Inc. Location	3300 S FAIRVIEW ST, SANTA ANA, CA 92704
C T Corporation System DOS Process	28 LIBERTY ST, NEW YORK, NY 10005
Jennifer Dietz CEO	JENNIFER DIETZ, SANTA ANA, CA 92704 (View Past Addresses)

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Financial Information for Financial Statement Services, Inc.

Form 5500

FINANCIAL STATEMENT SERVICES, INC.

3300 S. Fairview Street, Santa Ana, Ca 92704 (714) 436-3326 EIN:33-0032400 Plan Admin:Karen Elsbury

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Plan #002 Participants BOY/EOY251 / 219 Assets BOY/EOY$13,219,850 / $15,069,457	2022	FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST - Plan #002	251 / 219	$13,219,850 / $15,069,457
2022	Plan NameFINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY238 / 239 Assets BOY/EOY$14,076,729 / $12,572,651	2022	FINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001	238 / 239	$14,076,729 / $12,572,651
2022	Plan NameFINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN Plan #502 Participants BOY/EOY194 / 0 Assets BOY/EOY$0 / $0	2022	FINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN - Plan #502	194 / 0	$0 / $0
2021	Plan NameFINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY219 / 238 Assets BOY/EOY$10,962,587 / $14,076,729	2021	FINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001	219 / 238	$10,962,587 / $14,076,729
2021	Plan NameFINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Plan #002 Participants BOY/EOY251 / 206 Assets BOY/EOY$0 / $13,219,850	2021	FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST - Plan #002	251 / 206	$0 / $13,219,850
2021	Plan NameFINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN Plan #502 Participants BOY/EOY199 / 0 Assets BOY/EOY$0 / $0	2021	FINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN - Plan #502	199 / 0	$0 / $0
2020	Plan NameFINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY208 / 219 Assets BOY/EOY$9,098,619 / $10,962,587	2020	FINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001	208 / 219	$9,098,619 / $10,962,587
2020	Plan NameFINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN Plan #502 Participants BOY/EOY199 / 0 Assets BOY/EOY$0 / $0	2020	FINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN - Plan #502	199 / 0	$0 / $0
2019	Plan NameFINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY193 / 208 Assets BOY/EOY$6,628,930 / $9,098,619	2019	FINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001	193 / 208	$6,628,930 / $9,098,619
2019	Plan NameFINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN Plan #502 Participants BOY/EOY177 / 0 Assets BOY/EOY$0 / $0	2019	FINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN - Plan #502	177 / 0	$0 / $0
2019	Plan NameFINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN Plan #502 Participants BOY/EOY179 / 0 Assets BOY/EOY$0 / $0	2019	FINANCIAL STATEMENT SERVICES WELFARE BENEFITS PLAN - Plan #502	179 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FINANCIAL STATEMENT SERVICES, INC.

3300 S. Fairview St, Santa Ana, Ca 92704-7004 Industry:Commercial Printing (except Screen and Books) Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/12/2020	Approved$2,220,500 Forgiven$2,245,686 LenderAmerican Business Bank Jobs192	04/12/2020	$2,220,500	$2,245,686	American Business Bank	192

PPP Loans based on Paycheck Protection Program.

Person/City Match:Jennifer Dietz - Santa Ana, CA

Caring for China, Inc. Registered in California	Santa Ana, CA	View Report
Financial Statement Services, Inc. Registered in California	Santa Ana, CA	View Report
Financial Statement Services Inc Registered in Texas	Coppell, TX Santa Ana, CA	View Report
Caring for China, Inc. Registered in Florida	Loxahatchee Groves, FL Santa Ana, CA	View Report

Related Business Names:

Financial Statement Services Inc. Registered in New Jersey			View Report

The following government agencies have contributed data:

New York Department of State U.S. Department of Labor U.S. Small Business Administration

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