Grand Lake Montessori at Ca lists Monica Macdonald and John Campbell of Oakland, CA as associates.
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Alicia Cooper
Individual Agent
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466 CHETWOOD ST, OAKLAND, CA 94610
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Monica Macdonald
CEO
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466 CHETWOOD ST, OAKLAND, CA 94610
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John Campbell
Chief Financial Officer
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466 CHETWOOD ST, OAKLAND, CA 94610
(View Past Addresses)
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Michael Sears
Secretary
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466 CHETWOOD ST, OAKLAND, CA 94610
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CA
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466 CHETWOOD ST, OAKLAND, CA 94610
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameGRAND LAKE MONTESSORI RETIREMENT PLAN Plan #001 Participants BOY/EOY43 / 48 Assets BOY/EOY$433,062 / $531,491 | 2023 | GRAND LAKE MONTESSORI RETIREMENT PLAN - Plan #001 | 43 / 48 | $433,062 / $531,491 |
| 2022 | Plan NameGRAND LAKE MONTESSORI RETIREMENT PLAN Plan #001 Participants BOY/EOY45 / 43 Assets BOY/EOY$532,306 / $433,062 | 2022 | GRAND LAKE MONTESSORI RETIREMENT PLAN - Plan #001 | 45 / 43 | $532,306 / $433,062 |
| 2021 | Plan NameGRAND LAKE MONTESSORI RETIREMENT PLAN Plan #001 Participants BOY/EOY45 / 45 Assets BOY/EOY$397,923 / $532,306 | 2021 | GRAND LAKE MONTESSORI RETIREMENT PLAN - Plan #001 | 45 / 45 | $397,923 / $532,306 |
| 2020 | Plan NameGRAND LAKE MONTESSORI RETIREMENT PLAN Plan #001 Participants BOY/EOY45 / 45 Assets BOY/EOY$230,471 / $397,923 | 2020 | GRAND LAKE MONTESSORI RETIREMENT PLAN - Plan #001 | 45 / 45 | $230,471 / $397,923 |
| 2019 | Plan NameGRAND LAKE MONTESSORI RETIREMENT PLAN Plan #001 Participants BOY/EOY41 / 45 Assets BOY/EOY$89,945 / $230,471 | 2019 | GRAND LAKE MONTESSORI RETIREMENT PLAN - Plan #001 | 41 / 45 | $89,945 / $230,471 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2023 | # of Emps33 Contributions$51,713 Revenue$2,774,166 Expenses$3,391,934 Assets EOY$3,166,954 Liabilities$969,420 | 2023 | 33 | $51,713 | $2,774,166 | $3,391,934 | $3,166,954 | $969,420 |
| 2022 | # of Emps33 Contributions$1,058,684 Revenue$3,971,648 Expenses$3,608,119 Assets EOY$3,466,498 Liabilities$651,196 | 2022 | 33 | $1,058,684 | $3,971,648 | $3,608,119 | $3,466,498 | $651,196 |
| 2021 | # of Emps42 Contributions$19,162 Revenue$2,693,305 Expenses$3,158,866 Assets EOY$4,124,637 Liabilities$1,672,864 | 2021 | 42 | $19,162 | $2,693,305 | $3,158,866 | $4,124,637 | $1,672,864 |
| 2020 | # of Emps44 Contributions$9,733 Revenue$3,938,771 Expenses$3,895,896 Assets EOY$3,758,648 Liabilities$841,314 | 2020 | 44 | $9,733 | $3,938,771 | $3,895,896 | $3,758,648 | $841,314 |
| 2019 | # of Emps53 Contributions$32,395 Revenue$4,066,204 Expenses$3,955,920 Assets EOY$3,877,351 Liabilities$1,002,892 | 2019 | 53 | $32,395 | $4,066,204 | $3,955,920 | $3,877,351 | $1,002,892 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/15/2021 | Approved$503,300 Forgiven$507,671 LenderCRF Small Business Loan Company, LLC Jobs36 | 03/15/2021 | $503,300 | $507,671 | CRF Small Business Loan Company, LLC | 36 |
| 04/10/2020 | Approved$505,800 Forgiven$512,521 LenderCRF Small Business Loan Company, LLC Jobs36 | 04/10/2020 | $505,800 | $512,521 | CRF Small Business Loan Company, LLC | 36 |
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