Zona Seca at 26 W Figueroa St, Santa Barbara, Ca 93101 lists Frank Banales of Santa Barbara, CA and Lisa C. Roberson of Goleta, CA as associates.
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Frank Banales
Individual Agent
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932 SPRING ST, SANTA BARBARA, CA 93103
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Frank Banales
CEO
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932 SPRING ST, SANTA BARBARA, CA 93103
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Lisa C. Roberson
Chief Financial Officer
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484 LINFIELD PL UNIT G, GOLETA, CA 93117
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Diana A. Banales
Secretary
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932 SPRING ST, SANTA BARBARA, CA 93103
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26 W FIGUEROA ST, SANTA BARBARA, CA 93101
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN Plan #001 Participants BOY/EOY20 / 23 Assets BOY/EOY$965,333 / $906,748 | 2022 | ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN - Plan #001 | 20 / 23 | $965,333 / $906,748 |
| 2021 | Plan NameZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN Plan #001 Participants BOY/EOY24 / 20 Assets BOY/EOY$819,254 / $965,333 | 2021 | ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN - Plan #001 | 24 / 20 | $819,254 / $965,333 |
| 2020 | Plan NameZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$757,037 / $819,254 | 2020 | ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN - Plan #001 | 23 / 24 | $757,037 / $819,254 |
| 2019 | Plan NameZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN Plan #001 Participants BOY/EOY24 / 22 Assets BOY/EOY$741,490 / $757,037 | 2019 | ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN - Plan #001 | 24 / 22 | $741,490 / $757,037 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps12 Contributions$413,569 Revenue$1,116,985 Expenses$837,121 Assets EOY$361,502 Liabilities$209,940 | 2022 | 12 | $413,569 | $1,116,985 | $837,121 | $361,502 | $209,940 |
| 2021 | # of Emps12 Contributions$181,448 Revenue$614,149 Expenses$793,451 Assets EOY$239,432 Liabilities$367,734 | 2021 | 12 | $181,448 | $614,149 | $793,451 | $239,432 | $367,734 |
| 2020 | # of Emps14 Contributions$22,893 Revenue$804,085 Expenses$818,198 Assets EOY$423,750 Liabilities$372,894 | 2020 | 14 | $22,893 | $804,085 | $818,198 | $423,750 | $372,894 |
| 2019 | # of Emps15 Contributions$27,240 Revenue$814,535 Expenses$780,261 Assets EOY$169,180 Liabilities$104,211 | 2019 | 15 | $27,240 | $814,535 | $780,261 | $169,180 | $104,211 |
| 2018 | # of Emps16 Contributions$2,000 Revenue$803,593 Expenses$787,539 Assets EOY$154,539 Liabilities$123,844 | 2018 | 16 | $2,000 | $803,593 | $787,539 | $154,539 | $123,844 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/04/2021 | Approved$112,500 Forgiven$112,984 LenderU.S. Bank, National Association Jobs14 | 03/04/2021 | $112,500 | $112,984 | U.S. Bank, National Association | 14 |
| 05/01/2020 | Approved$107,500 Forgiven$108,466 LenderU.S. Bank, National Association Jobs13 | 05/01/2020 | $107,500 | $108,466 | U.S. Bank, National Association | 13 |
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