Sierra Elementary and High School at 220 Blake Ave # B, Santa Clara, Ca 95051 lists Teri Berwick of Los Altos, CA and Don Jensen of Gilroy, CA as associates.
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Teri Berwick
Individual Agent
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220 BLAKE AVE, SANTA CLARA, CA 95051
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Teri Berwick
CEO
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PO BOX 1466, LOS ALTOS, CA 94022
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Don Jensen
Chief Financial Officer
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7590 HANNA ST, GILROY, CA 95020
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Julie Spickler
Secretary
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1259 EL CAMINO REAL PMB 163, MENLO PARK, CA 94022
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220 BLAKE AVE # B, SANTA CLARA, CA 95051
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameSIERRA SCHOOL 403(B) PLAN Plan #002 Participants BOY/EOY11 / 0 Assets BOY/EOY$552,577 / $0 | 2021 | SIERRA SCHOOL 403(B) PLAN - Plan #002 | 11 / 0 | $552,577 / $0 |
| 2020 | Plan NameSIERRA SCHOOL 403(B) PLAN Plan #002 Participants BOY/EOY13 / 11 Assets BOY/EOY$443,937 / $552,577 | 2020 | SIERRA SCHOOL 403(B) PLAN - Plan #002 | 13 / 11 | $443,937 / $552,577 |
| 2020 | Plan NameSIERRA SCHOOL PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 0 Assets BOY/EOY$275,789 / $0 | 2020 | SIERRA SCHOOL PROFIT SHARING PLAN - Plan #001 | 14 / 0 | $275,789 / $0 |
| 2019 | Plan NameSIERRA SCHOOL 403(B) PLAN Plan #002 Participants BOY/EOY18 / 15 Assets BOY/EOY$343,428 / $443,937 | 2019 | SIERRA SCHOOL 403(B) PLAN - Plan #002 | 18 / 15 | $343,428 / $443,937 |
| 2019 | Plan NameSIERRA SCHOOL PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$217,580 / $275,789 | 2019 | SIERRA SCHOOL PROFIT SHARING PLAN - Plan #001 | 16 / 14 | $217,580 / $275,789 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 08/06/2020 | Approved$186,800 Forgiven$187,682 LenderCitibank, N.A. Jobs10 | 08/06/2020 | $186,800 | $187,682 | Citibank, N.A. | 10 |
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