Institute of The Americas at 10111 N Torrey Pines Rd, La Jolla, Ca 92037 lists Richard Kiy and Charles Wortman of La Jolla, CA as associates.
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Richard Kiy
Individual Agent
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10111 N TORREY PINES RD, LA JOLLA, CA 92037
(View Past Addresses)
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Richard Kiy
CEO
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10111 N TORREY PINES RD, LA JOLLA, CA 92037
(View Past Addresses)
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Charles Wortman
Chief Financial Officer
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10111 N TORREY PINES RD, LA JOLLA, CA 92037
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Tad Parzen
Secretary
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10111 N TORREY PINES RD, LA JOLLA, CA 92037
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10111 N TORREY PINES RD, LA JOLLA, CA 92037
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameINSTITUTE OF THE AMERICAS 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$939,459 / $778,076 | 2022 | INSTITUTE OF THE AMERICAS 403(B) RETIREMENT PLAN - Plan #001 | 18 / 17 | $939,459 / $778,076 |
| 2021 | Plan NameINSTITUTE OF THE AMERICAS 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY23 / 17 Assets BOY/EOY$2,202,919 / $939,459 | 2021 | INSTITUTE OF THE AMERICAS 403(B) RETIREMENT PLAN - Plan #001 | 23 / 17 | $2,202,919 / $939,459 |
| 2020 | Plan Name403(B) THRIFT PLAN OF INSTITUTE OF THE AMERICAS Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$1,927,031 / $2,202,919 | 2020 | 403(B) THRIFT PLAN OF INSTITUTE OF THE AMERICAS - Plan #001 | 22 / 23 | $1,927,031 / $2,202,919 |
| 2019 | Plan Name403(B) THRIFT PLAN OF INSTITUTE OF THE AMERICAS Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$1,659,901 / $1,927,031 | 2019 | 403(B) THRIFT PLAN OF INSTITUTE OF THE AMERICAS - Plan #001 | 19 / 21 | $1,659,901 / $1,927,031 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps12 Contributions$1,117,808 Revenue$1,481,384 Expenses$1,971,326 Assets EOY$13,955,436 Liabilities$119,769 | 2022 | 12 | $1,117,808 | $1,481,384 | $1,971,326 | $13,955,436 | $119,769 |
| 2021 | # of Emps12 Contributions$963,719 Revenue$1,262,106 Expenses$1,728,634 Assets EOY$15,971,524 Liabilities$131,659 | 2021 | 12 | $963,719 | $1,262,106 | $1,728,634 | $15,971,524 | $131,659 |
| 2020 | # of Emps12 Contributions$792,499 Revenue$1,142,703 Expenses$1,546,493 Assets EOY$15,049,496 Liabilities$267,480 | 2020 | 12 | $792,499 | $1,142,703 | $1,546,493 | $15,049,496 | $267,480 |
| 2019 | # of Emps14 Contributions$5,792,531 Revenue$6,211,315 Expenses$1,741,933 Assets EOY$14,316,688 Liabilities$152,702 | 2019 | 14 | $5,792,531 | $6,211,315 | $1,741,933 | $14,316,688 | $152,702 |
| 2018 | # of Emps12 Contributions$46,214 Revenue$1,118,904 Expenses$1,872,286 Assets EOY$9,076,436 Liabilities$219,522 | 2018 | 12 | $46,214 | $1,118,904 | $1,872,286 | $9,076,436 | $219,522 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/30/2021 | Approved$195,091 Forgiven$196,315 LenderNeighborhood National Bank Jobs11 | 01/30/2021 | $195,091 | $196,315 | Neighborhood National Bank | 11 |
| 04/27/2020 | Approved$164,217 Forgiven$165,576 LenderLoan Source Incorporated Jobs11 | 04/27/2020 | $164,217 | $165,576 | Loan Source Incorporated | 11 |
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Diane W. Sherman Dental Corporation
Registered in California
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Encinitas, CA | View Report | |
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Parzen Civic Solutions
Registered in California
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La Jolla, CA Jolla, CA | View Report |