Alameda Family Services at 2325 Clement Ave, Alameda, Ca 94501 lists Katherine Schwartz and Kenneth Koerner of Alameda, CA as associates.
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Katherine Schwartz
Individual Agent
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2325 CLEMENT AVE, ALAMEDA, CA 94501
(View Past Addresses)
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Katherine Schwartz
CEO
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2325 CLEMENT AVE, ALAMEDA, CA 94501
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Kenneth Koerner
Chief Financial Officer
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2325 CLEMENT AVE, ALAMEDA, CA 94501
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Thomasina Wolda
Secretary
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2325 CLEMENT AVE, ALAMEDA, CA 94501
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2325 CLEMENT AVE, ALAMEDA, CA 94501
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameALAMEDA FAMILY SERVICES 401(K) PLAN Plan #003 Participants BOY/EOY108 / 121 Assets BOY/EOY$1,064,871 / $1,090,595 | 2022 | ALAMEDA FAMILY SERVICES 401(K) PLAN - Plan #003 | 108 / 121 | $1,064,871 / $1,090,595 |
| 2021 | Plan NameALAMEDA FAMILY SERVICES 401(K) PLAN Plan #003 Participants BOY/EOY108 / 105 Assets BOY/EOY$762,783 / $1,064,871 | 2021 | ALAMEDA FAMILY SERVICES 401(K) PLAN - Plan #003 | 108 / 105 | $762,783 / $1,064,871 |
| 2020 | Plan NameALAMEDA FAMILY SERVICES 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY107 / 108 Assets BOY/EOY$653,666 / $762,783 | 2020 | ALAMEDA FAMILY SERVICES 401(K) PROFIT SHARING PLAN - Plan #003 | 107 / 108 | $653,666 / $762,783 |
| 2019 | Plan NameALAMEDA FAMILY SERVICES 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY100 / 105 Assets BOY/EOY$459,427 / $653,666 | 2019 | ALAMEDA FAMILY SERVICES 401(K) PROFIT SHARING PLAN - Plan #003 | 100 / 105 | $459,427 / $653,666 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps134 Contributions$8,050,915 Revenue$8,164,522 Expenses$7,915,247 Assets EOY$2,810,093 Liabilities$1,019,095 | 2022 | 134 | $8,050,915 | $8,164,522 | $7,915,247 | $2,810,093 | $1,019,095 |
| 2021 | # of Emps144 Contributions$7,131,224 Revenue$7,276,034 Expenses$7,263,412 Assets EOY$2,548,798 Liabilities$1,003,793 | 2021 | 144 | $7,131,224 | $7,276,034 | $7,263,412 | $2,548,798 | $1,003,793 |
| 2020 | # of Emps224 Contributions$6,098,839 Revenue$6,226,576 Expenses$6,364,578 Assets EOY$3,054,132 Liabilities$1,908,668 | 2020 | 224 | $6,098,839 | $6,226,576 | $6,364,578 | $3,054,132 | $1,908,668 |
| 2019 | # of Emps187 Contributions$6,036,383 Revenue$6,126,612 Expenses$6,019,683 Assets EOY$2,555,814 Liabilities$1,259,363 | 2019 | 187 | $6,036,383 | $6,126,612 | $6,019,683 | $2,555,814 | $1,259,363 |
| 2018 | # of Emps187 Contributions$5,813,770 Revenue$5,893,504 Expenses$5,711,822 Assets EOY$4,024,818 Liabilities$2,835,299 | 2018 | 187 | $5,813,770 | $5,893,504 | $5,711,822 | $4,024,818 | $2,835,299 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/03/2020 | Approved$763,198 Forgiven$769,074 LenderBank of America, National Association Jobs107 | 05/03/2020 | $763,198 | $769,074 | Bank of America, National Association | 107 |
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