Cove Communities Senior Association at 73-750 Catalina Way, Palm Desert, Ca 92260 lists Beverly Fitzgerald of Palm Desert, CA and Barry Kaufman of Indio, CA.
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Jack Newby
Individual Agent
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73-750 CATALINA WAY, PALM DESERT, CA 92260
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Beverly Fitzgerald
CEO
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34 MARICOPA CT, PALM DESERT, CA 92211
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Barry Kaufman
Chief Financial Officer
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43-336 NO HERITAGE PLAMS DR, INDIO, CA 92201
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Mary Gilstrap
Secretary
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45-025 MANITOU DR, INDIAN WELLS, CA 92210
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73-750 CATALINA WAY, PALM DESERT, CA 92260
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2021 | Plan Name403(B) THRIFT PLAN OF COVE COMMUNITIES SENIOR ASSOCIATION Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$448,426 / $419,699 | 2021 | 403(B) THRIFT PLAN OF COVE COMMUNITIES SENIOR ASSOCIATION - Plan #001 | 8 / 8 | $448,426 / $419,699 |
| 2020 | Plan Name403(B) THRIFT PLAN OF COVE COMMUNITIES SENIOR ASSOCIATION Plan #001 Participants BOY/EOY13 / 8 Assets BOY/EOY$338,501 / $448,426 | 2020 | 403(B) THRIFT PLAN OF COVE COMMUNITIES SENIOR ASSOCIATION - Plan #001 | 13 / 8 | $338,501 / $448,426 |
| 2019 | Plan Name403(B) THRIFT PLAN OF COVE COMMUNITIES SENIOR ASSOCIATION Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$279,028 / $338,501 | 2019 | 403(B) THRIFT PLAN OF COVE COMMUNITIES SENIOR ASSOCIATION - Plan #001 | 13 / 13 | $279,028 / $338,501 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2023 | # of Emps28 Contributions$2,177,560 Revenue$2,351,587 Expenses$1,335,890 Assets EOY$2,480,194 Liabilities$66,600 | 2023 | 28 | $2,177,560 | $2,351,587 | $1,335,890 | $2,480,194 | $66,600 |
| 2022 | # of Emps29 Contributions$1,032,517 Revenue$1,325,206 Expenses$1,168,171 Assets EOY$1,563,869 Liabilities$223,014 | 2022 | 29 | $1,032,517 | $1,325,206 | $1,168,171 | $1,563,869 | $223,014 |
| 2021 | # of Emps14 Contributions$907,893 Revenue$1,019,798 Expenses$1,094,522 Assets EOY$1,599,446 Liabilities$315,614 | 2021 | 14 | $907,893 | $1,019,798 | $1,094,522 | $1,599,446 | $315,614 |
| 2020 | # of Emps16 Contributions$722,068 Revenue$1,139,146 Expenses$1,145,545 Assets EOY$1,568,386 Liabilities$313,898 | 2020 | 16 | $722,068 | $1,139,146 | $1,145,545 | $1,568,386 | $313,898 |
| 2019 | # of Emps14 Contributions$660,995 Revenue$1,118,660 Expenses$1,069,815 Assets EOY$1,365,491 Liabilities$83,240 | 2019 | 14 | $660,995 | $1,118,660 | $1,069,815 | $1,365,491 | $83,240 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$100,641 Forgiven$101,840 LenderCustomers Bank Jobs9 | 04/30/2020 | $100,641 | $101,840 | Customers Bank | 9 |
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