Chartwell School at 2511 Numa Watson Rd, Seaside, Ca 93955 lists Endeavor Estates, Llc of Dallas, TX and Kathleen Mulligan of Pacific Grove, CA as associates.
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Kathleen Mulligan
Individual Agent
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715 GRANITE ST, PACIFIC GROVE, CA 93940
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Endeavor Estates, Llc
Applicant
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6447 MALAGA 3140 DYER STEET # 2943, DALLAS, TX 75275
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Kathleen Mulligan
CEO
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715 GRANITE ST, PACIFIC GROVE, CA 93950
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Arthur Pasquinelli
Chief Financial Officer
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175 FOREST RIDGE RD, MONTEREY, CA 93940
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Katrina Maestri
Secretary
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PO BOX 55, PEBBLE BEACH, CA 93953
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2511 NUMA WATSON RD, SEASIDE, CA 93955
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCHARTWELL SCHOOL 403(B) DC PLAN Plan #001 Participants BOY/EOY53 / 69 Assets BOY/EOY$1,946,786 / $2,510,865 | 2022 | CHARTWELL SCHOOL 403(B) DC PLAN - Plan #001 | 53 / 69 | $1,946,786 / $2,510,865 |
| 2021 | Plan NameCHARTWELL SCHOOL 403(B) DC PLAN Plan #001 Participants BOY/EOY46 / 53 Assets BOY/EOY$1,815,457 / $1,946,786 | 2021 | CHARTWELL SCHOOL 403(B) DC PLAN - Plan #001 | 46 / 53 | $1,815,457 / $1,946,786 |
| 2020 | Plan NameCHARTWELL SCHOOL 403(B) DC PLAN Plan #001 Participants BOY/EOY38 / 47 Assets BOY/EOY$1,678,903 / $1,815,457 | 2020 | CHARTWELL SCHOOL 403(B) DC PLAN - Plan #001 | 38 / 47 | $1,678,903 / $1,815,457 |
| 2019 | Plan NameCHARTWELL SCHOOL 403(B) DC PLAN Plan #001 Participants BOY/EOY43 / 51 Assets BOY/EOY$1,555,993 / $1,678,903 | 2019 | CHARTWELL SCHOOL 403(B) DC PLAN - Plan #001 | 43 / 51 | $1,555,993 / $1,678,903 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps69 Contributions$43,890,971 Revenue$50,527,981 Expenses$7,976,840 Assets EOY$55,359,584 Liabilities$1,672,078 | 2022 | 69 | $43,890,971 | $50,527,981 | $7,976,840 | $55,359,584 | $1,672,078 |
| 2021 | # of Emps52 Contributions$1,206,692 Revenue$6,458,891 Expenses$6,468,129 Assets EOY$14,576,049 Liabilities$1,590,878 | 2021 | 52 | $1,206,692 | $6,458,891 | $6,468,129 | $14,576,049 | $1,590,878 |
| 2020 | # of Emps52 Contributions$1,091,240 Revenue$5,488,576 Expenses$5,371,658 Assets EOY$14,350,038 Liabilities$1,722,140 | 2020 | 52 | $1,091,240 | $5,488,576 | $5,371,658 | $14,350,038 | $1,722,140 |
| 2019 | # of Emps51 Contributions$419,197 Revenue$3,926,740 Expenses$4,648,451 Assets EOY$13,550,507 Liabilities$1,053,995 | 2019 | 51 | $419,197 | $3,926,740 | $4,648,451 | $13,550,507 | $1,053,995 |
| 2018 | # of Emps52 Contributions$488,311 Revenue$3,382,598 Expenses$3,808,131 Assets EOY$14,058,031 Liabilities$839,808 | 2018 | 52 | $488,311 | $3,382,598 | $3,808,131 | $14,058,031 | $839,808 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$528,340 Forgiven$532,914 LenderJPMorgan Chase Bank, National Association Jobs37 | 05/01/2020 | $528,340 | $532,914 | JPMorgan Chase Bank, National Association | 37 |
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