Monterey Peninsula Foundation at 5 Mandeville Ct STE 101, Monterey, Ca 93940 lists Steve John and Jeanne Kleinsorg of Monterey, CA as the associates.
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Steve John
Individual Agent
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5 MANDEVILLE CT STE 101, MONTEREY, CA 93940
(View Past Addresses)
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Steve John
CEO
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5 MANDEVILLE CT STE 101, MONTEREY, CA 93940
(View Past Addresses)
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Jeanne Kleinsorg
Chief Financial Officer
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5 MANDEVILLE CT STE 101, MONTEREY, CA 93940
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Jeanne Kleinsorg
Secretary
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5 MANDEVILLE CT STE 101, MONTEREY, CA 93940
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5 MANDEVILLE CT STE 101, MONTEREY, CA 93940
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMONTEREY PENINSULA FOUNDATION 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$2,308,975 / $1,841,304 | 2022 | MONTEREY PENINSULA FOUNDATION 403(B) RETIREMENT PLAN - Plan #001 | 16 / 19 | $2,308,975 / $1,841,304 |
| 2021 | Plan NameMONTEREY PENINSULA FOUNDATION 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$2,952,004 / $2,308,975 | 2021 | MONTEREY PENINSULA FOUNDATION 403(B) RETIREMENT PLAN - Plan #001 | 14 / 16 | $2,952,004 / $2,308,975 |
| 2020 | Plan NameMONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN Plan #001 Participants BOY/EOY21 / 19 Assets BOY/EOY$2,765,672 / $2,952,004 | 2020 | MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN - Plan #001 | 21 / 19 | $2,765,672 / $2,952,004 |
| 2019 | Plan NameMONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN Plan #001 Participants BOY/EOY22 / 21 Assets BOY/EOY$2,038,809 / $2,765,672 | 2019 | MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN - Plan #001 | 22 / 21 | $2,038,809 / $2,765,672 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps21 Contributions$4,494,523 Revenue$46,424,262 Expenses$44,158,974 Assets EOY$49,420,244 Liabilities$5,896,011 | 2022 | 21 | $4,494,523 | $46,424,262 | $44,158,974 | $49,420,244 | $5,896,011 |
| 2021 | # of Emps17 Contributions$2,573,725 Revenue$28,291,060 Expenses$27,939,277 Assets EOY$50,385,331 Liabilities$5,473,308 | 2021 | 17 | $2,573,725 | $28,291,060 | $27,939,277 | $50,385,331 | $5,473,308 |
| 2020 | # of Emps19 Contributions$2,370,508 Revenue$38,849,692 Expenses$39,832,118 Assets EOY$42,950,545 Liabilities$6,919,296 | 2020 | 19 | $2,370,508 | $38,849,692 | $39,832,118 | $42,950,545 | $6,919,296 |
| 2019 | # of Emps19 Contributions$2,484,528 Revenue$38,484,299 Expenses$42,347,172 Assets EOY$46,445,591 Liabilities$10,240,057 | 2019 | 19 | $2,484,528 | $38,484,299 | $42,347,172 | $46,445,591 | $10,240,057 |
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