Jesseca Lane
Brand & Marketing
Connor Patterson
Co-Founder
Evan Shoemaker
Head of Product

Last updated on

December 2, 2025

Understanding the CA Statement of Information

Summary Box

What it is: A mandatory annual (Corporations) or biennial (LLCs) report filed with the California Secretary of State.

What it does: It updates essential business details like your registered agent, management, and addresses.

Why it matters: Filing ensures your business maintains legal compliance and avoids significant penalties or dissolution.

The California Statement of Information (SOI) is a required filing for businesses. It is an annual or biennial report that keeps your company in good standing with the Secretary of State.

What does it include? You use the SOI to update essential details like your registered agent, management team, and business addresses. Keeping this information current is vital for compliance and smooth operations.

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Why You Must File

Filing the Statement of Information ensures the state has accurate contact information for your business. This helps you avoid penalties and stay legally compliant. Missing a deadline or providing incorrect information could lead to costly fines and tarnish your business's reputation.

For California corporations and LLCs, you must understand the specific requirements. The filing timelines are clear:

  • Corporations file within 90 days of registration and then annually.
  • LLCs file every two years.

You must track these deadlines to prevent any compliance hiccups.

Quick Look at Essential Benefits:

  • Maintains Compliance: Keeps your business in good standing with the state.
  • Updates Essential Info: Ensures the state's records have your current details.
  • Avoids Penalties: Helps you steer clear of fines and legal issues.

By staying on top of the California Statement of Information, you stay ahead in compliance. It is a straightforward process that offers significant benefits for your business's health and reputation.

Key Details in a CA Statement of Information

You share specific details about your business when filing a California Statement of Information. Accuracy in these details is critical to ensure compliance and avoid any potential fines.

A Statement of Information typically requires:

  • Registered Agent: Name and address.
  • Management or Officers: Names and addresses of the management team or officers.
  • Business Address: Current business address and mailing address.

Entity-Specific Requirements

  • For Corporations: You need to include the official corporate name and the names and addresses of directors and key officers, like the President and Secretary.
  • For LLCs: You must provide the names and addresses of members or managers, and a brief description of what the business does.

While these are mandatory, some businesses may choose to include additional information, such as CEO details, unless the state specifically requires it.

You must keep all this information up-to-date. This maintains your business's good standing with the state and ensures smooth operations without compliance issues. To fully understand the risks of missing your filing deadline, read about the real cost of missing your filing deadline, which highlights potential penalties and operational disruptions.

Filing Deadlines for California Businesses

You must meet the filing deadlines for the California Statement of Information to maintain good standing and avoid penalties. Corporations and LLCs benefit greatly from understanding these timelines.

Corporations

Corporations have two specific filing requirements:

  • Initial Filing: You must file this within 90 days after the Articles of Incorporation are endorsed.
  • Annual Filing: This is due every year within a six-month window based on the original registration date. The final deadline is the last day of your anniversary month.

LLCs

LLCs follow a different schedule:

  • Initial Filing: You must file this within 90 days after the state approves your formation.
  • Biennial Filing: You must file this every two years, within a six-month window based on the initial registration date. The final deadline is the last day of your anniversary month.

Key Takeaway: Corporations file annually and LLCs/Nonprofits file biennially, both are due by the last day of their anniversary month within a six-month filing window.

Forms and Submission

You use specific forms for these filings. Corporations need the SI-550 form. LLCs should use the LLC-12 form.

We recommend filing online through BizFile for ease and efficiency. Online filing helps you ensure timely submissions and reduces the chances of errors.

Missing these deadlines can lead to penalties and affect your business's reputation. For more details and tips to avoid pitfalls, our comprehensive guide on filing the 2025 California Statement of Information is a valuable resource. Staying on top of these dates is key to avoiding fines and maintaining compliance. Accurate and timely filings safeguard your business's future.

Pile of documents with Black clips in folders stack up.

Consequences of Late Filing

Missing the California Statement of Information filing deadline has serious consequences.

Penalties and Risks

  • You will face a $250 penalty if you do not file within the 60-day grace period after notification.
  • Worse, continued non-compliance could lead to the state suspension/forfeiture of your business. This is a risk you cannot afford to take.

The Importance of Timely Filing

Filing on time and accurately is crucial. It keeps your business in good standing with the Secretary of State. It also ensures your contact information stays current, which is vital for legal and operational communications. Accurate records prevent misunderstandings and potential legal issues.

For comprehensive resources and guidance on maintaining compliance, including the upcoming Beneficial Ownership Information requirements, explore Palm's resources on Statement of Information filing.

Key Takeaway: Missing the deadline results in a $250 penalty and risks the suspension or forfeiture of your business status.

Legal Assistance

Getting legal help is smart. A professional can manage deadlines and ensure you meet all compliance requirements. They can also suggest ways to protect your personal information. Using a registered agent's address is one method to keep your personal details off public records.

  • $250 Penalty: Applies if you miss the 60-day grace period.
  • Risk of Dissolution: Ongoing non-compliance may lead to suspension/forfeiture.
  • Legal Assistance: Helps with deadline management and personal information protection.

Staying current with your filings is key to maintaining a healthy and reputable business.

Keeping Your Business Compliant

You must stay compliant with the California Statement of Information. It keeps your business in good standing and ensures all your details are current with the state. Forgetting to file or providing incorrect info can lead to penalties or administrative dissolution. You want to avoid these headaches.

Understanding the filing requirements is key. Knowing the deadlines and specific information needed helps you avoid fines. Corporations and LLCs have different timelines, so you must track these dates. Setting up reminders is a smart move to ensure you never miss a filing.

Consulting Experts

Legal experts offer valuable advice. Consulting with them can provide clarity on complex regulations and help you navigate any exemptions or special requirements. They can also assist you in protecting your personal information by recommending the use of a registered agent.

Simple Compliance Checklist:

  • Mark Deadlines: Track and set reminders for all filing dates.
  • Consult Experts: Seek advice for understanding exemptions and complex rules.
  • Use a Registered Agent: Protect personal info by using their address.
  • Keep Records Updated: Ensure all business information is current with the state.

Staying informed and organized means fewer worries about compliance issues. Keep these tips in mind to maintain smooth business operations and safeguard your reputation.

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California Statement of Information Form

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