The Valley Club of Montecito

Registered In: California
Incorporation Date: 08/22/1928
Registration Type: Domestic
Company Type: Nonprofit Corporation - Ca - Mutual Benefit
Status: Active
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Daniel A Mead Individual Agent	1901 E VALLEY RD, SANTA BARBARA, CA 93108 (View Past Addresses)
R. Stephen Newman CEO	1901 E VALLEY RD, SANTA BARBARA, CA 93108 (View Past Addresses)
James H Jackson Chief Financial Officer	1901 E VALLEY RD, SANTA BARBARA, CA 93108 (View Past Addresses)
David E Lafitte Secretary	1901 E VALLEY RD, SANTA BARBARA, CA 93108 (View Past Addresses)

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1901 E VALLEY RD, SANTA BARBARA, CA 93108 (Mailing) View Map

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Financial Information for The Valley Club of Montecito

Form 5500

1901 East Valley Road, Santa Barbara, Ca 93108 (805) 969-2215 EIN:95-1324620 Plan Admin:The Valley Club Of Montecito

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN Plan #001 Participants BOY/EOY79 / 81 Assets BOY/EOY$5,437,497 / $4,406,475	2022	THE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN - Plan #001	79 / 81	$5,437,497 / $4,406,475
2021	Plan NameTHE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN AND TRUST Plan #001 Participants BOY/EOY93 / 79 Assets BOY/EOY$4,717,145 / $5,437,497	2021	THE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN AND TRUST - Plan #001	93 / 79	$4,717,145 / $5,437,497
2020	Plan NameTHE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN AND TRUST Plan #001 Participants BOY/EOY77 / 93 Assets BOY/EOY$4,080,924 / $4,717,145	2020	THE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN AND TRUST - Plan #001	77 / 93	$4,080,924 / $4,717,145
2019	Plan NameTHE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN AND TRUST Plan #001 Participants BOY/EOY73 / 77 Assets BOY/EOY$3,224,550 / $4,080,924	2019	THE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN AND TRUST - Plan #001	73 / 77	$3,224,550 / $4,080,924

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THE VALLEY CLUB OF MONTECITO

1901 E Valley Rd, Santa Barbara, CA 93108-1427 Industry:Golf Courses and Country Clubs

Loan Date	Approved	Forgiven	Lender	Jobs
05/18/2021	Approved$781,250 Forgiven$755,373 LenderU.S. Bank, National Association Jobs75	05/18/2021	$781,250	$755,373	U.S. Bank, National Association	75

PPP Loans based on Paycheck Protection Program.

Address Match:1901 E Valley Rd Santa Barbara, CA

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Person/City Match:James H Jackson - Santa Barbara, CA

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Person/City Match:David E Lafitte - Santa Barbara, CA

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Street Match:E Valley Rd Santa Barbara, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

The Valley Club of Montecito

Company Summary

Financial Information for The Valley Club of Montecito

THE VALLEY CLUB OF MONTECITO

THE VALLEY CLUB OF MONTECITO