Western Institute for Social Research at 1812 San Pedro Ave, Berkeley, Ca 94707-1909 lists John Bilorusky and Julian Cheng Tao of Berkeley, CA as associates.
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David Ross
Individual Agent
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1821 CATALINA AVE, BERKELEY, CA 94707
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John Bilorusky
CEO
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2930 SHATTUCK AVE STE 300, BERKELEY, CA 94705
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Julian Cheng Tao
Chief Financial Officer
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2930 SHATTUCK AVE STE 300, BERKELEY, CA 94705
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Marilyn Jackson
Secretary
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2930 SHATTUCK AVE STE 300, BERKELEY, CA 94705
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David Ross
Other
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1821 CATALINA AVE, BERKELEY, CA 94707-1909
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1812 SAN PEDRO AVE, BERKELEY, CA 94707-1909
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWISR'S 403B PLAN Plan #001 Participants BOY/EOY1 / 0 Assets BOY/EOY$55,559 / $0 | 2022 | WISR'S 403B PLAN - Plan #001 | 1 / 0 | $55,559 / $0 |
| 2021 | Plan NameWISR'S 403B PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$56,610 / $55,559 | 2021 | WISR'S 403B PLAN - Plan #001 | 1 / 1 | $56,610 / $55,559 |
| 2020 | Plan NameWISR'S 403B PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$50,198 / $56,610 | 2020 | WISR'S 403B PLAN - Plan #001 | 1 / 1 | $50,198 / $56,610 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2023 | # of Emps13 Contributions$502,561 Revenue$564,123 Expenses$622,067 Assets EOY$248,200 Liabilities$68,445 | 2023 | 13 | $502,561 | $564,123 | $622,067 | $248,200 | $68,445 |
| 2022 | # of Emps13 Contributions$370,462 Revenue$514,610 Expenses$545,812 Assets EOY$254,910 Liabilities$17,211 | 2022 | 13 | $370,462 | $514,610 | $545,812 | $254,910 | $17,211 |
| 2021 | # of Emps12 Contributions$337,134 Revenue$514,711 Expenses$408,098 Assets EOY$275,887 Liabilities$6,986 | 2021 | 12 | $337,134 | $514,711 | $408,098 | $275,887 | $6,986 |
| 2020 | # of Emps6 Contributions$136,640 Revenue$279,786 Expenses$275,034 Assets EOY$175,744 Liabilities$13,455 | 2020 | 6 | $136,640 | $279,786 | $275,034 | $175,744 | $13,455 |
| 2019 | # of Emps2 Contributions$167,329 Revenue$321,383 Expenses$302,751 Assets EOY$165,800 Liabilities$8,263 | 2019 | 2 | $167,329 | $321,383 | $302,751 | $165,800 | $8,263 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$21,119 Forgiven$21,287 LenderBMO Bank National Association Jobs5 | 04/15/2020 | $21,119 | $21,287 | BMO Bank National Association | 5 |
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