Concept: Synergy at 617 Broadway # 1789, Sonoma, Ca 95476 lists Alisonn Rose of Sonoma, CA as the associate.
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Alisonn Rose
Individual Agent
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327 BAUDIN WAY, SONOMA, CA 95476
(View Past Addresses)
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Alisonn Rose
CEO
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617 BROADWAY # 1789, SONOMA, CA 95476
(View Past Addresses)
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Alisonn Rose
Chief Financial Officer
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617 BROADWAY # 1789, SONOMA, CA 95476
(View Past Addresses)
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Alisonn Rose
Director
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617 BROADWAY # 1789, SONOMA, CA 95476
(View Past Addresses)
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Alisonn Rose
Secretary
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617 BROADWAY # 1789, SONOMA, CA 95476
(View Past Addresses)
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617 BROADWAY # 1789, SONOMA, CA 95476
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCONCEPT SYNERGY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$127,211 / $160,039 | 2023 | CONCEPT SYNERGY, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $127,211 / $160,039 |
| 2022 | Plan NameCONCEPT SYNERGY, INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$144,208 / $127,211 | 2022 | CONCEPT SYNERGY, INC 401(K) PLAN - Plan #001 | 2 / 2 | $144,208 / $127,211 |
| 2021 | Plan NameCONCEPT SYNERGY, INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$119,663 / $144,208 | 2021 | CONCEPT SYNERGY, INC 401(K) PLAN - Plan #001 | 2 / 2 | $119,663 / $144,208 |
| 2020 | Plan NameCONCEPT SYNERGY, INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$91,298 / $119,663 | 2020 | CONCEPT SYNERGY, INC 401(K) PLAN - Plan #001 | 2 / 2 | $91,298 / $119,663 |
| 2019 | Plan NameCONCEPT SYNERGY, INC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$56,628 / $91,298 | 2019 | CONCEPT SYNERGY, INC 401(K) PLAN - Plan #001 | 2 / 2 | $56,628 / $91,298 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/31/2021 | Approved$106,707 Forgiven$107,622 LenderWells Fargo Bank, National Association Jobs4 | 01/31/2021 | $106,707 | $107,622 | Wells Fargo Bank, National Association | 4 |
| 05/06/2020 | Approved$117,722 Forgiven$118,761 LenderWells Fargo Bank, National Association Jobs5 | 05/06/2020 | $117,722 | $118,761 | Wells Fargo Bank, National Association | 5 |
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Concept Synergy, L.L.P.
Registered in Minnesota
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