Seed Spot at 515 E Grant St, Phoenix, Az 85004 lists Zachary Leverenz of Washington, DC and Russell Goldstein Cfp® Ca of Phoenix, AZ as associates.
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Erin Oshea
Registered Agent
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39 E HOOVER AVE, PHOENIX, AZ 85004
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Zachary Leverenz
CEO (Chief Executive Officer)
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413 K ST NE, WASHINGTON, DC 20002
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Russell Goldstein Cfp® Ca
Chairman of the Board of Directors
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201 E WASHINGTON ST FL 23RD, PHOENIX, AZ 85004
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Sentari Minor
Director
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6125 E INDIAN SCHOOL STE 1005, SCOTTSDALE, AZ 85251
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Joronda Montaño
Director
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1924 E SOUTH MOUNTAIN AVE, PHOENIX, AZ 85042
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Brian Hill
Director
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3316 E WASHINGTON STE 201, PHOENIX, AZ 85034
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Susan Penfield
Director
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1 PRESERVE PKWY STE 4118, ROCKVILLE, MD 20852
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Rashad Moore
Director
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1390 CHAIN BRIDGE RD # 5550, MCLEAN, VA 22101
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Courtney Klein
Director
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9900 CULVER CITY BLVD 3A, CULVER CITY, CA 90232
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Molly Matthews
Director
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8717 BURDETTE RD, BETHESDA, MD 20817
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515 E GRANT ST, PHOENIX, AZ 85004
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSEED SPOT 403(B) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$58,673 / $78,755 | 2022 | SEED SPOT 403(B) PLAN - Plan #001 | 6 / 6 | $58,673 / $78,755 |
| 2021 | Plan NameSEED SPOT 403(B) PLAN Plan #001 Participants BOY/EOY12 / 6 Assets BOY/EOY$180,014 / $58,673 | 2021 | SEED SPOT 403(B) PLAN - Plan #001 | 12 / 6 | $180,014 / $58,673 |
| 2020 | Plan NameSEED SPOT 403(B) PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$98,126 / $180,014 | 2020 | SEED SPOT 403(B) PLAN - Plan #001 | 10 / 12 | $98,126 / $180,014 |
| 2019 | Plan NameSEED SPOT 403(B) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$0 / $98,126 | 2019 | SEED SPOT 403(B) PLAN - Plan #001 | 9 / 11 | $0 / $98,126 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/12/2021 | Approved$167,250 Forgiven$168,746 LenderWestern Alliance Bank Jobs10 | 03/12/2021 | $167,250 | $168,746 | Western Alliance Bank | 10 |
| 04/28/2020 | Approved$172,532 Forgiven$174,013 LenderWestern Alliance Bank Jobs11 | 04/28/2020 | $172,532 | $174,013 | Western Alliance Bank | 11 |
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