O'donnell Associates North, Inc. at 2150 N 1st ST STE 433, San Jose, Ca 95131 lists Mark Conley and Lisa Berndt of San Jose, CA as associates.
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Lisa Berndt
Individual Agent
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2150 N 1ST ST STE 433, SAN JOSE, CA 95131
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Mark Conley
CEO
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2150 N 1ST ST STE 433, SAN JOSE, CA 95131
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Lisa Berndt
Chief Financial Officer
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2150 N 1ST ST STE 433, SAN JOSE, CA 95131
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Charles Brenner
Director
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2150 N 1ST ST STE 433, SAN JOSE, CA 95131
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Anthony Firpo
Director
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2150 N 1ST ST STE 433, SAN JOSE, CA 95131
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Lisa Berndt
Secretary
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2150 N 1ST ST STE 433, SAN JOSE, CA 95131
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2150 N 1ST ST STE 433, SAN JOSE, CA 95131
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameO'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$2,725,741 / $3,423,603 | 2023 | O'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN - Plan #002 | 12 / 11 | $2,725,741 / $3,423,603 |
| 2022 | Plan NameO'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY13 / 11 Assets BOY/EOY$3,870,196 / $2,725,741 | 2022 | O'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN - Plan #002 | 13 / 11 | $3,870,196 / $2,725,741 |
| 2021 | Plan NameO'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY11 / 12 Assets BOY/EOY$3,291,588 / $3,870,196 | 2021 | O'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN - Plan #002 | 11 / 12 | $3,291,588 / $3,870,196 |
| 2020 | Plan NameO'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,803,732 / $3,291,588 | 2020 | O'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN - Plan #002 | 9 / 10 | $2,803,732 / $3,291,588 |
| 2019 | Plan NameO'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY13 / 9 Assets BOY/EOY$2,378,619 / $2,803,732 | 2019 | O'DONNELL ASSOCIATES NORTH, INC. PROFIT SHARING 401(K) PLAN - Plan #002 | 13 / 9 | $2,378,619 / $2,803,732 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/01/2020 | Approved$153,376 Forgiven$154,674 LenderBank of America, National Association Jobs7 | 05/01/2020 | $153,376 | $154,674 | Bank of America, National Association | 7 |
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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