Robert Bixby Associates Inc.

Arizona Legal Document Services Registered Agent	1837 S MESA DR # C100, MESA, AZ 85210
Julie Bixby Vice President	1010 CASS ST STED10, MONTEREY, CA 93940
Robert Bixby Director	4841 PAWNEE DR, GREELEY, CO 80634

1837 S MESA DR # C100, MESA, AZ 85210 View Map
4841 PAWNEE DR, GREELEY, CO 80634 View Map

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Form 5500

1010 Cass ST STE D10, Monterey, Ca 93940 (831) 247-6882 EIN:20-0547763 Plan Admin:Julie Bixby

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 0 Assets BOY/EOY$349,106 / $0	2022	ROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 0	$349,106 / $0
2021	Plan NameROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY19 / 17 Assets BOY/EOY$286,717 / $349,106	2021	ROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	19 / 17	$286,717 / $349,106
2020	Plan NameROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY21 / 19 Assets BOY/EOY$236,441 / $286,717	2020	ROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	21 / 19	$236,441 / $286,717
2019	Plan NameROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 23 Assets BOY/EOY$145,501 / $236,441	2019	ROBERT BIXBY ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 23	$145,501 / $236,441

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1010 Cass St Ste D10, Monterey, CA 93940-4515 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/29/2021	Approved$218,440 Forgiven$219,247 LenderBank of Colorado Jobs13	01/29/2021	$218,440	$219,247	Bank of Colorado	13
04/07/2020	Approved$218,440 Forgiven$219,694 LenderBank of Colorado Jobs16	04/07/2020	$218,440	$219,694	Bank of Colorado	16

PPP Loans based on Paycheck Protection Program.

Address Match:1837 S Mesa Dr # C100 Mesa, AZ

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Related Business Names:

Robert Bixby Associates, Inc. Registered in Oregon	Monterey, CA Portland, OR (1 more)	View Report
Robert Bixby Associates Inc Registered in Colorado	Berthoud, CO Greeley, CO (1 more)	View Report
Robert Bixby Associates, Inc. Registered in North Dakota	Bismarck, ND Monterey, CA	View Report
Robert Bixby Associates, Inc. Registered in California	Greeley, CO Monterey, CA	View Report

Address Match:1837 S Mesa Dr Mesa, AZ

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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration

Company Summary