The Ursa Institute at 1796 18th ST STE C, San Francisco, Ca 94107 lists Carol O Mcgruder of Oakland, CA and Joan M Taylor of San Francisco, CA as associates.
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Carol O Mcgruder
Individual Agent
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248 THIRD ST # 424, OAKLAND, CA 94607
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Carol O Mcgruder
CEO
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248 THIRD ST # 424, OAKLAND, CA 94607
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Joan M Taylor
Chief Financial Officer
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506 FAXON AVE, SAN FRANCISCO, CA 94112
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Ernie J Fazio
Secretary
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36 WATERSIDE CIR, SAN RAFAEL, CA 94903
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1796 18TH ST STE C, SAN FRANCISCO, CA 94107
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1796 18TH ST STE C, SAN FRANCISCO, CA 94107-1227
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$244,291 / $416,681 | 2023 | THE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 11 | $244,291 / $416,681 |
| 2022 | Plan NameTHE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$206,472 / $244,291 | 2022 | THE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 8 | $206,472 / $244,291 |
| 2021 | Plan NameTHE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$0 / $206,472 | 2021 | THE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 6 | $0 / $206,472 |
| 2020 | Plan NameTHE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$0 / $0 | 2020 | THE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 13 / 14 | $0 / $0 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps9 Contributions$2,198,062 Revenue$2,198,062 Expenses$1,994,216 Assets EOY$1,071,061 Liabilities$390,488 | 2022 | 9 | $2,198,062 | $2,198,062 | $1,994,216 | $1,071,061 | $390,488 |
| 2021 | # of Emps8 Contributions$1,316,237 Revenue$1,316,237 Expenses$1,253,803 Assets EOY$1,095,807 Liabilities$619,081 | 2021 | 8 | $1,316,237 | $1,316,237 | $1,253,803 | $1,095,807 | $619,081 |
| 2020 | # of Emps8 Contributions$930,870 Revenue$930,870 Expenses$842,978 Assets EOY$766,869 Liabilities$352,577 | 2020 | 8 | $930,870 | $930,870 | $842,978 | $766,869 | $352,577 |
| 2019 | # of Emps9 Contributions$765,454 Revenue$765,454 Expenses$570,196 Assets EOY$402,781 Liabilities$101,381 | 2019 | 9 | $765,454 | $765,454 | $570,196 | $402,781 | $101,381 |
| 2018 | # of Emps6 Contributions$498,349 Revenue$498,349 Expenses$413,311 Assets EOY$197,535 Liabilities$91,393 | 2018 | 6 | $498,349 | $498,349 | $413,311 | $197,535 | $91,393 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor Internal Revenue Service