History San Jose at 1650 Senter Rd, San Jose, Ca 95112 lists William P Schroh of Morgan Hill, CA and John Koeplin of San Jose, CA as associates.
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                                                            Barbara A Johnson
                                                            Individual Agent
                                                         
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                                                                                104 LA PAZ, CAMPBELL, CA 95008
                                                                        
                                                             
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                                                            William P Schroh
                                                            CEO
                                                         
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                                                                                437 CREEKSIDE LN, MORGAN HILL, CA 95037
                                                                        
                                                             
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                                                            John Koeplin
                                                            Chief Financial Officer
                                                         
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                                                                                1447 SIERRA AVE, SAN JOSE, CA 95126
                                                                        
                                                                            (View Past Addresses)
                                                             
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                                                            Michelle Covert
                                                            Secretary
                                                         
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                                                                                1410 ARNOLD AVE, SAN JOSE, CA 95110
                                                                        
                                                             
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                                                            1650 SENTER RD, SAN JOSE, CA 95112
                                                            (Mailing)
                                                        
                                                        View Map
                                                     
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY77 / 80 Assets BOY/EOY$360,151 / $488,552 | 2023 | HISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 77 / 80 | $360,151 / $488,552 | 
| 2022 | Plan NameHISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY74 / 77 Assets BOY/EOY$361,778 / $360,151 | 2022 | HISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 74 / 77 | $361,778 / $360,151 | 
| 2021 | Plan NameHISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY75 / 74 Assets BOY/EOY$343,238 / $361,778 | 2021 | HISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 75 / 74 | $343,238 / $361,778 | 
| 2020 | Plan NameHISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY75 / 75 Assets BOY/EOY$269,714 / $343,238 | 2020 | HISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 75 / 75 | $269,714 / $343,238 | 
| 2019 | Plan NameHISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY71 / 73 Assets BOY/EOY$185,738 / $269,714 | 2019 | HISTORY SAN JOSE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 71 / 73 | $185,738 / $269,714 | 
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps7 Contributions$1,269,701 Revenue$1,584,956 Expenses$1,572,145 Assets EOY$929,440 Liabilities$145,390 | 2022 | 7 | $1,269,701 | $1,584,956 | $1,572,145 | $929,440 | $145,390 | 
| 2021 | # of Emps30 Contributions$1,362,448 Revenue$1,746,425 Expenses$1,156,971 Assets EOY$1,777,210 Liabilities$131,821 | 2021 | 30 | $1,362,448 | $1,746,425 | $1,156,971 | $1,777,210 | $131,821 | 
| 2020 | # of Emps32 Contributions$1,147,764 Revenue$1,435,854 Expenses$1,213,276 Assets EOY$1,456,815 Liabilities$436,785 | 2020 | 32 | $1,147,764 | $1,435,854 | $1,213,276 | $1,456,815 | $436,785 | 
| 2019 | # of Emps34 Contributions$1,286,394 Revenue$1,731,070 Expenses$1,510,268 Assets EOY$1,284,333 Liabilities$403,588 | 2019 | 34 | $1,286,394 | $1,731,070 | $1,510,268 | $1,284,333 | $403,588 | 
| 2018 | # of Emps36 Contributions$977,179 Revenue$1,494,567 Expenses$1,564,894 Assets EOY$1,031,115 Liabilities$371,172 | 2018 | 36 | $977,179 | $1,494,567 | $1,564,894 | $1,031,115 | $371,172 | 
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/30/2020 | Approved$130,000 Forgiven$131,123 LenderWebBank Jobs9 | 06/30/2020 | $130,000 | $131,123 | WebBank | 9 | 
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                                    San Jose History, LLC
                                    Registered in California
                                 
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                        San Jose, CA Carrizo San Jose, CA | View Report | 
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                                    Digital Clubhouse Network
                                    Registered in California
                                 
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                        San Jose, CA Los Gatos, CA (1 more) | View Report | |
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                                    La Raza Historical Society of Santa Clara Valley
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Portuguese Heritage Society of California, Inc.
                                    Registered in California
                                 
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                        San Jose, CA Santa Clara, CA | View Report | |
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                                    Preservation Action Council of San Jose
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    San Jose Center for Poetry and Literature
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Schmahl Science Workshops
                                    Registered in California
                                 
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                        San Jose, CA Saratoga, CA | View Report | |
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                                    The Bay Area Glass Institute, Inc.
                                    Registered in California
                                 
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                        Los Altos, CA San Jose, CA | View Report | 
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                                    The Billy Defrank Lesbian and Gay Community Center
                                    Registered in California
                                 
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                        Alameda San Jose, CA (1 more) | View Report | 
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                                    Can & Bui Dental, Inc.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Dang Ngoc Beauty Spa Corporation
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Guava Investment, LLC
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Stratton Real Estate and Management, LLC.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Apple Business Group
                                    Registered in California
                                 
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                        San Francisco, CA San Jose, CA | View Report | |
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                                    Di Da Vegetarian Cuisine, LLC.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Elite International Investment and Trading, Inc.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    United Group Wholesaler and Distributor, Inc.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Central Valley Vietnamese Alliance Church
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    La Fe Baptist Church, Inc
                                    Registered in California
                                 
                             | 
                        San Jose, CA | View Report | |
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                                    Anbinh North Cal Insurance Services, Inc.
                                    Registered in California
                                 
                             | 
                        San Jose, CA | View Report | |
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                                    Giva Trading Corp.
                                    Registered in California
                                 
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                        Milpitas, CA San Jose, CA | View Report | |
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                                    Neyva, Inc.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Stockton Square Owners Association
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Tan Lap Market, Inc.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Tan Lu 4, Inc.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Tdn Quality Construction Inc.
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Thai Ky Corporation
                                    Registered in California
                                 
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                        San Jose, CA | View Report | |
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                                    Tien Manh Tran, Dds-Inc.
                                    Registered in California
                                 
                             | 
                        San Jose, CA | View Report | |
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                                    Us Study Dream, Corp.
                                    Registered in California
                                 
                             | 
                        San Jose, CA | View Report | 
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service