Avenidas at 450 Bryant St, Palo Alto, Ca 94301 lists Morgan Mooney Leopard Technologies Llc of Sunnyvale, CA and Amy Yotopoulos of Palo Alto, CA as associates.
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Maureen Breen
Individual Agent
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450 BRYANT ST, PALO ALTO, CA 94301
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Morgan Mooney Leopard Technologies Llc
Applicant
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699 N EDGEWOOD DR, SUNNYVALE, CA 94086
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Amy Yotopoulos
CEO
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450 BRYANT ST, PALO ALTO, CA 94301
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Maureen Breen
Chief Financial Officer
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450 BRYANT ST, PALO ALTO, CA 94301
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Barbara Carlitz
Secretary
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450 BRYANT ST, PALO ALTO, CA 94301
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450 BRYANT ST, PALO ALTO, CA 94301
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameAVENIDAS 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY66 / 68 Assets BOY/EOY$4,357,093 / $5,037,823 | 2023 | AVENIDAS 403(B) RETIREMENT PLAN - Plan #001 | 66 / 68 | $4,357,093 / $5,037,823 |
| 2022 | Plan NameAVENIDAS 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY61 / 64 Assets BOY/EOY$4,814,662 / $4,357,093 | 2022 | AVENIDAS 403(B) RETIREMENT PLAN - Plan #001 | 61 / 64 | $4,814,662 / $4,357,093 |
| 2021 | Plan NameAVENIDAS 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY58 / 60 Assets BOY/EOY$4,118,237 / $4,814,662 | 2021 | AVENIDAS 403(B) RETIREMENT PLAN - Plan #001 | 58 / 60 | $4,118,237 / $4,814,662 |
| 2020 | Plan NameAVENIDAS 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY60 / 57 Assets BOY/EOY$3,082,738 / $4,118,237 | 2020 | AVENIDAS 403(B) RETIREMENT PLAN - Plan #001 | 60 / 57 | $3,082,738 / $4,118,237 |
| 2019 | Plan NameAVENIDAS 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY59 / 61 Assets BOY/EOY$2,759,262 / $3,082,738 | 2019 | AVENIDAS 403(B) RETIREMENT PLAN - Plan #001 | 59 / 61 | $2,759,262 / $3,082,738 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps60 Contributions$4,563,785 Revenue$6,728,403 Expenses$6,457,124 Assets EOY$49,752,413 Liabilities$748,737 | 2022 | 60 | $4,563,785 | $6,728,403 | $6,457,124 | $49,752,413 | $748,737 |
| 2021 | # of Emps64 Contributions$3,267,611 Revenue$10,021,999 Expenses$5,848,377 Assets EOY$54,625,299 Liabilities$806,247 | 2021 | 64 | $3,267,611 | $10,021,999 | $5,848,377 | $54,625,299 | $806,247 |
| 2020 | # of Emps66 Contributions$4,298,506 Revenue$8,177,144 Expenses$7,015,690 Assets EOY$49,873,175 Liabilities$1,330,124 | 2020 | 66 | $4,298,506 | $8,177,144 | $7,015,690 | $49,873,175 | $1,330,124 |
| 2019 | # of Emps63 Contributions$4,201,372 Revenue$6,685,788 Expenses$6,107,579 Assets EOY$51,152,869 Liabilities$1,925,982 | 2019 | 63 | $4,201,372 | $6,685,788 | $6,107,579 | $51,152,869 | $1,925,982 |
| 2018 | # of Emps53 Contributions$5,749,232 Revenue$8,749,102 Expenses$5,652,461 Assets EOY$50,873,653 Liabilities$2,508,602 | 2018 | 53 | $5,749,232 | $8,749,102 | $5,652,461 | $50,873,653 | $2,508,602 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/14/2020 | Approved$670,010 Forgiven$677,169 LenderCross River Bank Jobs54 | 04/14/2020 | $670,010 | $677,169 | Cross River Bank | 54 |
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