Citrus Belt Uniserv at 225 W Hospitality Ln STE 300g, San Bernardino, Ca 92408 lists Lisa Lindberg and Wendy Eccles of San Bernardino, CA as associates.
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Jolene Barrow
Individual Agent
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225 W HOSPITALITY LN STE 300G, SAN BERNARDINO, CA 92408
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Lisa Lindberg
CEO
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225 W HOSPITALITY LN STE 300G, SAN BERNARDINO, CA 92408
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Wendy Eccles
Chief Financial Officer
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225 W HOSPITALITY LN STE 300G, SAN BERNARDINO, CA 92408
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Shelley Gastelo
Secretary
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225 W HOSPITALITY LN STE 300G, SAN BERNARDINO, CA 92408
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225 W HOSPITALITY LN STE 300G, SAN BERNARDINO, CA 92408
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$743,739 / $938,492 | 2023 | CITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $743,739 / $938,492 |
| 2022 | Plan NameCITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$1,301,632 / $743,739 | 2022 | CITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 4 | $1,301,632 / $743,739 |
| 2021 | Plan NameCITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,064,075 / $1,301,632 | 2021 | CITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 6 | $1,064,075 / $1,301,632 |
| 2020 | Plan NameCITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$801,390 / $1,064,075 | 2020 | CITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 6 | $801,390 / $1,064,075 |
| 2019 | Plan NameCITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$603,664 / $801,390 | 2019 | CITRUS BELT UNISERV 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 6 | $603,664 / $801,390 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps2 Contributions$0 Revenue$949,943 Expenses$819,425 Assets EOY$1,148,919 Liabilities$5,427 | 2022 | 2 | $0 | $949,943 | $819,425 | $1,148,919 | $5,427 |
| 2021 | # of Emps2 Contributions$0 Revenue$927,430 Expenses$840,986 Assets EOY$1,018,401 Liabilities$5,427 | 2021 | 2 | $0 | $927,430 | $840,986 | $1,018,401 | $5,427 |
| 2020 | # of Emps2 Contributions$0 Revenue$865,190 Expenses$692,890 Assets EOY$931,957 Liabilities$5,427 | 2020 | 2 | $0 | $865,190 | $692,890 | $931,957 | $5,427 |
| 2019 | # of Emps3 Contributions$0 Revenue$839,760 Expenses$655,272 Assets EOY$757,506 Liabilities$3,276 | 2019 | 3 | $0 | $839,760 | $655,272 | $757,506 | $3,276 |
| 2018 | # of Emps3 Contributions$0 Revenue$838,470 Expenses$779,875 Assets EOY$602,920 Liabilities$33,178 | 2018 | 3 | $0 | $838,470 | $779,875 | $602,920 | $33,178 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor Internal Revenue Service