The Family at 545 Powell St, San Francisco, Ca 94108 lists David Evans and Derek Reisfield of San Francisco, CA as associates.
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Fernando Pacheco
Individual Agent
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545 POWELL ST, SAN FRANCISCO, CA 94108
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David Evans
CEO
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545 POWELL ST, SAN FRANCISCO, CA 94108
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Derek Reisfield
Chief Financial Officer
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545 POWELL ST, SAN FRANCISCO, CA 94108
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Peter M. Radin
Secretary
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545 POWELL ST, SAN FRANCISCO, CA 94108
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545 POWELL ST, SAN FRANCISCO, CA 94108
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE FAMILY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,393,903 / $1,726,972 | 2023 | THE FAMILY 401(K) PLAN - Plan #001 | 9 / 9 | $1,393,903 / $1,726,972 |
| 2022 | Plan NameTHE FAMILY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,443,157 / $1,393,903 | 2022 | THE FAMILY 401(K) PLAN - Plan #001 | 9 / 9 | $1,443,157 / $1,393,903 |
| 2021 | Plan NameTHE FAMILY 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,555,935 / $1,443,157 | 2021 | THE FAMILY 401(K) PLAN - Plan #001 | 8 / 8 | $1,555,935 / $1,443,157 |
| 2020 | Plan NameTHE FAMILY 401K PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,254,586 / $1,555,935 | 2020 | THE FAMILY 401K PLAN - Plan #002 | 10 / 10 | $1,254,586 / $1,555,935 |
| 2019 | Plan NameTHE FAMILY 401K PLAN Plan #002 Participants BOY/EOY11 / 10 Assets BOY/EOY$924,060 / $1,254,586 | 2019 | THE FAMILY 401K PLAN - Plan #002 | 11 / 10 | $924,060 / $1,254,586 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps32 Contributions$14,550 Revenue$3,423,331 Expenses$3,310,824 Assets EOY$9,361,468 Liabilities$1,090,776 | 2022 | 32 | $14,550 | $3,423,331 | $3,310,824 | $9,361,468 | $1,090,776 |
| 2021 | # of Emps30 Contributions$110,315 Revenue$3,803,468 Expenses$3,310,293 Assets EOY$9,516,974 Liabilities$1,041,175 | 2021 | 30 | $110,315 | $3,803,468 | $3,310,293 | $9,516,974 | $1,041,175 |
| 2020 | # of Emps37 Contributions$13,860 Revenue$3,018,285 Expenses$2,804,772 Assets EOY$8,990,691 Liabilities$1,008,067 | 2020 | 37 | $13,860 | $3,018,285 | $2,804,772 | $8,990,691 | $1,008,067 |
| 2019 | # of Emps49 Contributions$18,844 Revenue$4,219,947 Expenses$3,987,181 Assets EOY$8,652,203 Liabilities$958,146 | 2019 | 49 | $18,844 | $4,219,947 | $3,987,181 | $8,652,203 | $958,146 |
| 2018 | # of Emps54 Contributions$33,758 Revenue$3,889,173 Expenses$3,704,965 Assets EOY$8,083,762 Liabilities$934,195 | 2018 | 54 | $33,758 | $3,889,173 | $3,704,965 | $8,083,762 | $934,195 |
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