Roberts and Associates, Inc. in Newport Beach, CA was registered on 08/31/1978. It is listed at 500 C Newport Center Dr, Newport Beach, Ca 92660.
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500 C NEWPORT CENTER DR, NEWPORT BEACH, CA 92660
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameROBERTS & ASSOCIATES INC Plan #001 Participants BOY/EOY80 / 67 Assets BOY/EOY$63,012 / $114,538 | 2021 | ROBERTS & ASSOCIATES INC - Plan #001 | 80 / 67 | $63,012 / $114,538 |
| 2020 | Plan NameROBERTS & ASSOCIATES INC Plan #001 Participants BOY/EOY82 / 90 Assets BOY/EOY$30,604 / $63,012 | 2020 | ROBERTS & ASSOCIATES INC - Plan #001 | 82 / 90 | $30,604 / $63,012 |
| 2019 | Plan NameROBERTS & ASSOCIATES INC Plan #001 Participants BOY/EOY90 / 88 Assets BOY/EOY$4,610 / $30,604 | 2019 | ROBERTS & ASSOCIATES INC - Plan #001 | 90 / 88 | $4,610 / $30,604 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/07/2021 | Approved$350,000 Forgiven$353,136 LenderCarter FCU Jobs67 | 02/07/2021 | $350,000 | $353,136 | Carter FCU | 67 |
| 04/08/2020 | Approved$338,800 Forgiven$342,290 LenderCity National Bank Jobs82 | 04/08/2020 | $338,800 | $342,290 | City National Bank | 82 |