Glenn Burdette, Inc. at 1150 Palm St, San Luis Obispo, Ca 93401 lists David J. Merlo and Daniel J. O'hare of San Luis Obispo, CA as associates.
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Daniel J. O'hare
Individual Agent
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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David J. Merlo
CEO
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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Daniel J. O'hare
Chief Financial Officer
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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David J. Merlo
Director
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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Rachel A. Carscaden
Director
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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Jason L. Augustine
Director
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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Mical W. Bovee
Director
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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Stephanie P. Hoobery
Director
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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Erin M. Nagle
Director
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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Morgen E. Houlis
Director
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
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1150 PALM ST, SAN LUIS OBISPO, CA 93401
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameGLENN BURDETTE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY79 / 82 Assets BOY/EOY$5,550,434 / $5,035,959 | 2022 | GLENN BURDETTE, INC. 401(K) PLAN - Plan #001 | 79 / 82 | $5,550,434 / $5,035,959 |
| 2022 | Plan NameGLENN BURDETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY102 / 81 Assets BOY/EOY$0 / $0 | 2022 | GLENN BURDETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 102 / 81 | $0 / $0 |
| 2021 | Plan NameGLENN BURDETTE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY83 / 77 Assets BOY/EOY$6,988,333 / $5,550,434 | 2021 | GLENN BURDETTE, INC. 401(K) PLAN - Plan #001 | 83 / 77 | $6,988,333 / $5,550,434 |
| 2021 | Plan NameGLENN BURDETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY95 / 79 Assets BOY/EOY$0 / $0 | 2021 | GLENN BURDETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 95 / 79 | $0 / $0 |
| 2020 | Plan NameGLENN BURDETTE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY86 / 77 Assets BOY/EOY$5,119,196 / $6,988,333 | 2020 | GLENN BURDETTE, INC. 401(K) PLAN - Plan #001 | 86 / 77 | $5,119,196 / $6,988,333 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$2,432,985 Forgiven$2,460,581 LenderLoan Source Incorporated Jobs77 | 04/13/2020 | $2,432,985 | $2,460,581 | Loan Source Incorporated | 77 |
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Glenn Burdette Wealth Management, LLC
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Palm & Toro Properties, LLC
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