# EDGAR Filing Document

**Accession Number:** 0001330759
**File Stem:** 0001330759-23-000002
**Filing Date:** 2023-3
**Character Count:** 2406
**Document Hash:** 9a914523bf7f07ac783023b346af3840
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001330759-23-000002.hdr.sgml**: 20230323

**ACCESSION NUMBER**: 0001330759-23-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230323

**DATE AS OF CHANGE**: 20230323

**EFFECTIVENESS DATE**: 20230323

**PERIOD START**: 20220101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PLAN B INVESTMENTS, INC.
- **CENTRAL INDEX KEY:** 0001330759
- **IRS NUMBER:** 201688448
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-66978
- **FILM NUMBER:** 23757006

**BUSINESS ADDRESS:**
- **STREET 1:** 13770 CENTER ST
- **STREET 2:** SUITE 206
- **CITY:** CARMEL VALLEY
- **STATE:** CA
- **ZIP:** 93924
- **BUSINESS PHONE:** 818-859-7300

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 669
- **STREET 2:** SUITE 206
- **CITY:** CARMEL VALLEY
- **STATE:** CA
- **ZIP:** 93924

### Attached PDF Documents

**Attachment 1:** `2022PBIIFINALAUDITEdgar.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001330759

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2022

**Report Period End Date:** 12-31-2022

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** PLAN B INVESTMENTS, INC.

**Business Address:** 13770 CENTER ST, SUITE 206, CARMEL VALLEY, CA, 93924

**Contact Person:** Martin P O'Malley Jr

**Contact Phone:** 818-859-7300

### Independent Public Accountant Identification

**Accountant Name:** Ohab and Company, PA

**Accountant Address:** 100 E Sybelia Avenue, Suite 130, Maitland, FL, 32751

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Martin P O'Malley jr.**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **PLAN B INVESTMENTS, INC.**, as of **03-23-2023**, are true and correct.

**Signature:** Martin P O'Malley Jr.

**Title:** President

**Notarized:** Yes