Val-Chris Investments, Inc. at 2601 Main ST STE 400, Irvine, Ca 92614 lists Chris Boulter and Jeff La Motte of Irvine, CA as the associates.
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Chris Boulter
Individual Agent
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2601 MAIN ST STE 400, IRVINE, CA 92603
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Chris Boulter
CEO
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2601 MAIN ST STE 400, IRVINE, CA 92614
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Chris Boulter
Chief Financial Officer
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2601 MAIN ST STE 400, IRVINE, CA 92614
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Jeff La Motte
Vice President
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2601 MAIN ST STE 400, IRVINE, CA 92614
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Chris Boulter
Director
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2601 MAIN ST STE 400, IRVINE, CA 92614
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Chris Boulter
Secretary
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2601 MAIN ST STE 400, IRVINE, CA 92614
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2601 MAIN ST STE 400, IRVINE, CA 92614
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameVAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$691,917 / $741,567 | 2022 | VAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 15 / 15 | $691,917 / $741,567 |
| 2022 | Plan NameVAL-CHRIS INVESTMENTS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$550,499 / $691,173 | 2022 | VAL-CHRIS INVESTMENTS, INC. CASH BALANCE PLAN - Plan #002 | 11 / 11 | $550,499 / $691,173 |
| 2021 | Plan NameVAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$477,445 / $691,917 | 2021 | VAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 16 / 15 | $477,445 / $691,917 |
| 2021 | Plan NameVAL-CHRIS INVESTMENTS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$259,603 / $550,499 | 2021 | VAL-CHRIS INVESTMENTS, INC. CASH BALANCE PLAN - Plan #002 | 12 / 11 | $259,603 / $550,499 |
| 2020 | Plan NameVAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$253,436 / $477,445 | 2020 | VAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 16 / 16 | $253,436 / $477,445 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$378,300 Forgiven$383,192 LenderUmpqua Bank Jobs16 | 04/14/2020 | $378,300 | $383,192 | Umpqua Bank | 16 |
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