Serving Seniors at 525 14th Street 200, San Diego, Ca 92101 lists Paul Downey and Sue Schaffner of San Diego, CA as associates.
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Paul Downey
Individual Agent
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525 14TH ST STE 200, SAN DIEGO, CA 92101
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Paul Downey
CEO
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525 14TH ST STE 200, SAN DIEGO, CA 92101
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Sue Schaffner
Chief Financial Officer
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525 14TH ST STE 200, SAN DIEGO, CA 92101
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Melinda Forstey
Secretary
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525 14TH ST STE 200, SAN DIEGO, CA 92101
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525 14TH STREET 200, SAN DIEGO, CA 92101
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525 14TH ST STE 200, SAN DIEGO, CA 92101
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSERVING SENIORS 403(B) PLAN Plan #001 Participants BOY/EOY133 / 124 Assets BOY/EOY$3,428,478 / $3,066,559 | 2022 | SERVING SENIORS 403(B) PLAN - Plan #001 | 133 / 124 | $3,428,478 / $3,066,559 |
| 2021 | Plan NameSERVING SENIORS 403(B) PLAN Plan #001 Participants BOY/EOY127 / 133 Assets BOY/EOY$3,135,270 / $3,428,478 | 2021 | SERVING SENIORS 403(B) PLAN - Plan #001 | 127 / 133 | $3,135,270 / $3,428,478 |
| 2020 | Plan NameSERVING SENIORS 403(B) PLAN Plan #001 Participants BOY/EOY85 / 127 Assets BOY/EOY$2,544,214 / $3,135,270 | 2020 | SERVING SENIORS 403(B) PLAN - Plan #001 | 85 / 127 | $2,544,214 / $3,135,270 |
| 2019 | Plan NameSERVING SENIORS 403(B) PLAN Plan #001 Participants BOY/EOY102 / 85 Assets BOY/EOY$1,959,565 / $2,544,214 | 2019 | SERVING SENIORS 403(B) PLAN - Plan #001 | 102 / 85 | $1,959,565 / $2,544,214 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps123 Contributions$12,388,447 Revenue$13,598,474 Expenses$11,963,154 Assets EOY$23,762,987 Liabilities$2,731,136 | 2022 | 123 | $12,388,447 | $13,598,474 | $11,963,154 | $23,762,987 | $2,731,136 |
| 2021 | # of Emps133 Contributions$13,492,926 Revenue$16,118,726 Expenses$11,630,249 Assets EOY$22,443,204 Liabilities$2,801,106 | 2021 | 133 | $13,492,926 | $16,118,726 | $11,630,249 | $22,443,204 | $2,801,106 |
| 2020 | # of Emps102 Contributions$9,625,318 Revenue$10,978,804 Expenses$9,367,932 Assets EOY$19,322,781 Liabilities$4,532,721 | 2020 | 102 | $9,625,318 | $10,978,804 | $9,367,932 | $19,322,781 | $4,532,721 |
| 2019 | # of Emps92 Contributions$6,488,423 Revenue$7,637,735 Expenses$7,148,462 Assets EOY$18,816,710 Liabilities$5,664,961 | 2019 | 92 | $6,488,423 | $7,637,735 | $7,148,462 | $18,816,710 | $5,664,961 |
| 2018 | # of Emps92 Contributions$5,138,393 Revenue$6,543,417 Expenses$6,358,323 Assets EOY$18,331,797 Liabilities$5,813,066 | 2018 | 92 | $5,138,393 | $6,543,417 | $6,358,323 | $18,331,797 | $5,813,066 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$679,200 Forgiven$684,150 LenderZions Bank, A Division of Jobs74 | 04/28/2020 | $679,200 | $684,150 | Zions Bank, A Division of | 74 |
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Registered in Michigan
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New Baltimore, MI Utica, MI | View Report | |
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Registered in Ohio
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Hilliard, OH | View Report | |
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Registered in Ohio
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Dublin, OH | View Report | |
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Registered in Washington
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Registered in Arizona
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Mesa, AZ | View Report | |
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Registered in Pennsylvania
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Scranton, PA | View Report | |
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Serving Seniors, LLC
Registered in Massachusetts
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Arlington, MA | View Report | |
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Serving-Seniors
Registered in Missouri
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Lebanon, MO | View Report | |
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Serving Seniors LLC
Registered in Colorado
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Golden, CO | View Report | |
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Serving Seniors, LLC
Registered in Georgia
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Acworth, GA | View Report | |
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Registered in Florida
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Jacksonville, FL Orlando, FL | View Report | |
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Registered in Virginia
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Stanardsville, VA | View Report | |
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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 Internal Revenue Service