Becoming Independent at 1455 Corporate Center Pkwy, Santa Rosa, Ca 95407 lists Luana Vaetoe and Bonnie Burrell of Santa Rosa, CA as associates.
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Luana Vaetoe
Individual Agent
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1455 CORPORATE CENTER PKWY, SANTA ROSA, CA 95407
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Luana Vaetoe
CEO
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1455 CORPORATE CENTER PKWY, SANTA ROSA, CA 95407
(View Past Addresses)
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Bonnie Burrell
Chief Financial Officer
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1455 CORPORATE CENTER PKWY, SANTA ROSA, CA 95407
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Nick Deiter
Secretary
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1455 CORPORATE CENTER PKWY, SANTA ROSA, CA 95407
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1455 CORPORATE CENTER PKWY, SANTA ROSA, CA 95407
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBECOMING INDEPENDENT 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY158 / 179 Assets BOY/EOY$1,751,756 / $2,080,328 | 2022 | BECOMING INDEPENDENT 403(B) RETIREMENT PLAN - Plan #001 | 158 / 179 | $1,751,756 / $2,080,328 |
| 2022 | Plan NameBECOMING INDEPENDENT HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY168 / 0 Assets BOY/EOY$0 / $0 | 2022 | BECOMING INDEPENDENT HEALTH AND WELFARE PLAN - Plan #501 | 168 / 0 | $0 / $0 |
| 2021 | Plan NameBECOMING INDEPENDENT 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY165 / 154 Assets BOY/EOY$1,686,235 / $1,751,756 | 2021 | BECOMING INDEPENDENT 403(B) RETIREMENT PLAN - Plan #001 | 165 / 154 | $1,686,235 / $1,751,756 |
| 2021 | Plan NameBECOMING INDEPENDENT HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY194 / 0 Assets BOY/EOY$0 / $0 | 2021 | BECOMING INDEPENDENT HEALTH AND WELFARE PLAN - Plan #501 | 194 / 0 | $0 / $0 |
| 2020 | Plan NameBECOMING INDEPENDENT 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY206 / 161 Assets BOY/EOY$1,118,540 / $1,686,235 | 2020 | BECOMING INDEPENDENT 403(B) RETIREMENT PLAN - Plan #001 | 206 / 161 | $1,118,540 / $1,686,235 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps278 Contributions$2,622,611 Revenue$15,817,170 Expenses$9,295,415 Assets EOY$23,196,073 Liabilities$1,404,488 | 2022 | 278 | $2,622,611 | $15,817,170 | $9,295,415 | $23,196,073 | $1,404,488 |
| 2021 | # of Emps378 Contributions$3,137,364 Revenue$18,471,031 Expenses$10,713,876 Assets EOY$17,447,433 Liabilities$1,412,739 | 2021 | 378 | $3,137,364 | $18,471,031 | $10,713,876 | $17,447,433 | $1,412,739 |
| 2020 | # of Emps486 Contributions$575,761 Revenue$14,265,434 Expenses$13,886,371 Assets EOY$14,120,837 Liabilities$6,091,118 | 2020 | 486 | $575,761 | $14,265,434 | $13,886,371 | $14,120,837 | $6,091,118 |
| 2019 | # of Emps491 Contributions$672,544 Revenue$13,735,637 Expenses$13,367,722 Assets EOY$11,412,420 Liabilities$3,834,550 | 2019 | 491 | $672,544 | $13,735,637 | $13,367,722 | $11,412,420 | $3,834,550 |
| 2018 | # of Emps568 Contributions$1,543,035 Revenue$14,588,383 Expenses$14,234,362 Assets EOY$11,262,967 Liabilities$4,150,285 | 2018 | 568 | $1,543,035 | $14,588,383 | $14,234,362 | $11,262,967 | $4,150,285 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$2,071,204 Forgiven$2,097,988 LenderExchange Bank Jobs350 | 04/15/2020 | $2,071,204 | $2,097,988 | Exchange Bank | 350 |
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