Link-Allen and Associates, Inc.

San Jose, CA

California

Registered In

10/01/1976

Incorp. Date

Company Summary

Link-Allen and Associates, Inc. in San Jose, CA lists Michael A Schmitz and Cara Banchero of San Jose, CA

Cara Banchero Individual Agent	4012 MARSHALL AVE, SAN MATEO, CA 94403
Michael A Schmitz CEO	C/O MESSNER REEVES, 160 W. SANTA CLARA STREET, SUITE 1000, SAN JOSE, CA 95113 (View Past Addresses)
Cara Banchero Chief Financial Officer	160 W SANTA CLARA ST STE 1000, SAN JOSE, CA 95113 (View Past Addresses)
Michael Schmitz Director	160 W SANTA CLARA ST STE 1000, SAN JOSE, CA 95113 (View Past Addresses)
Cara M Banchero Secretary	160 W SANTA CLARA ST STE 1000, SAN JOSE, CA 95113 (View Past Addresses)

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C/O MESSNER REEVES, 160 W. SANTA CLARA STREET, SUITE 1000, SAN JOSE, CA 95113 View Map

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Form 5500

3 Waters Park Drive Suite 115, San Mateo, Ca 94403 (650) 227-0344 EIN:94-2369223 Plan Admin:Cara Banchero

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameSGC FINANCIAL AND INSURANCE SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY22 / 16 Assets BOY/EOY$2,098,263 / $1,418,037	2020	SGC FINANCIAL AND INSURANCE SERVICES 401(K) PLAN - Plan #001	22 / 16	$2,098,263 / $1,418,037
2019	Plan NameSGC FINANCIAL AND INSURANCE SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY24 / 22 Assets BOY/EOY$1,614,240 / $2,098,263	2019	SGC FINANCIAL AND INSURANCE SERVICES 401(K) PLAN - Plan #001	24 / 22	$1,614,240 / $2,098,263

Benefit & Retirement Plans based on Form 5500.

Address Match:1000 San San Jose, CA

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Person/City Match:Cara Banchero - San Mateo, CA

Link-Allen and Associates, Inc. Registered in Arizona	Phoenix, AZ San Jose, CA (1 more)	View Report
Sgc Insurance Brokerage, LLC Registered in California	San Mateo, CA Foster City, CA	View Report
Link-Allen and Associates, Inc. Registered in Texas	Dallas, TX	View Report
Link-Allen and Associates, Inc. Registered in Idaho	Boise, ID San Mateo, CA	View Report
Sgc Group Benefits & Executive Insurance Solutions, LLC Registered in California	San Mateo, CA	View Report
Link-Allen and Associates, Inc. Registered in Nevada	San Mateo, CA	View Report

Person/City Match:Michael Schmitz - San Jose, CA

Bluevista Solutions LLC Registered in California	San Jose, CA Oakland, CA		View Report
Link-Allen and Associates, Inc. Registered in Massachusetts	San Mateo, CA		View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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