Legal Assistance for Seniors, Inc.

California
Registered In
03/26/1984
Incorp. Date

Company Summary

Legal Assistance for Seniors, Inc. at 333 Hegenberger Rd STE 850, Oakland, Ca 94621 lists Caitlin Chan and Shawn Mountcastle of Oakland, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
Registration Type
Domestic
Find Social Profiles
Search Other Resources

People

Caitlin Chan Individual Agent
333 HEGENBERGER ROAD 850, OAKLAND, CA 94621
Caitlin Chan CEO
333 HEGENBERGER ROAD 850, OAKLAND, CA 94621
Shawn Mountcastle Chief Financial Officer
333 HEGENBERGER ROAD 850, OAKLAND, CA 94621
David G Hollenberg Secretary
333 HEGENBERGER ROAD 850, OAKLAND, CA 94621
Dawn Patterson Chairperson of Board
333 HEGENBERGER ROAD SUITE 850 850, OAKLAND, CA 94621
Showing current associates only (5 of 10 total associates). Create a free account to see the full associate history

Map & Locations

333 HEGENBERGER RD STE 850, OAKLAND, CA 94621 View Map
333 HEGENBERGER ROAD SUITE 850 850, OAKLAND, CA 94621 (Mailing) View Map

Financials

Financial Information for Legal Assistance for Seniors, Inc.

Form 5500

LEGAL ASSISTANCE FOR SENIORS, INC.

333 Hegenberger Road, Suite 850, Oakland, Ca 94621 (510) 832-3040 EIN:94-2941697 Plan Admin:Caitlin Chan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLEGAL ASSISTANCE FOR SENIORS 401(K) PLAN Plan #002 Participants BOY/EOY33 / 36 Assets BOY/EOY$1,854,529 / $1,496,203 2022 LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN - Plan #002 33 / 36 $1,854,529 / $1,496,203
2021 Plan NameLEGAL ASSISTANCE FOR SENIORS 401(K) PLAN Plan #002 Participants BOY/EOY35 / 34 Assets BOY/EOY$1,553,179 / $1,854,529 2021 LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN - Plan #002 35 / 34 $1,553,179 / $1,854,529
2020 Plan NameLEGAL ASSISTANCE FOR SENIORS 401(K) PLAN Plan #002 Participants BOY/EOY32 / 35 Assets BOY/EOY$1,229,078 / $1,553,179 2020 LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN - Plan #002 32 / 35 $1,229,078 / $1,553,179
2019 Plan NameLEGAL ASSISTANCE FOR SENIORS 401(K) PLAN Plan #002 Participants BOY/EOY31 / 31 Assets BOY/EOY$906,636 / $1,229,078 2019 LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN - Plan #002 31 / 31 $906,636 / $1,229,078
Benefit & Retirement Plans based on Form 5500.
Form 990

LEGAL ASSISTANCE FOR SENIORS INC

333 Hegenberger Rd STE 850, Oakland, Ca 94621-1416 EIN:94-2941697 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Legal Services
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps36 Contributions$5,464,993 Revenue$6,035,126 Expenses$2,613,328 Assets EOY$4,419,156 Liabilities$263,301 2022 36 $5,464,993 $6,035,126 $2,613,328 $4,419,156 $263,301
2021 # of Emps34 Contributions$2,265,933 Revenue$2,433,105 Expenses$2,428,197 Assets EOY$1,083,239 Liabilities$342,987 2021 34 $2,265,933 $2,433,105 $2,428,197 $1,083,239 $342,987
2020 # of Emps35 Contributions$2,079,484 Revenue$2,195,098 Expenses$2,237,187 Assets EOY$1,243,004 Liabilities$507,660 2020 35 $2,079,484 $2,195,098 $2,237,187 $1,243,004 $507,660
2019 # of Emps35 Contributions$2,177,846 Revenue$2,327,683 Expenses$1,979,616 Assets EOY$1,086,309 Liabilities$308,876 2019 35 $2,177,846 $2,327,683 $1,979,616 $1,086,309 $308,876
2018 # of Emps29 Contributions$1,773,095 Revenue$1,943,213 Expenses$1,805,775 Assets EOY$706,681 Liabilities$277,315 2018 29 $1,773,095 $1,943,213 $1,805,775 $706,681 $277,315
Tax Returns based on Form 990 & 990N.
PPP Loans

LEGAL ASSISTANCE FOR SENIORS

333 Hegenberger Road, Suite, OAKLAND, CA 94621 Industry:All Other Legal Services
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$155,000 Forgiven$156,451 LenderBMO Bank National Association Jobs29 04/15/2020 $155,000 $156,451 BMO Bank National Association 29
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Oakland, CA View Report
Person/City Match:Shawn Mountcastle - Oakland, CA
Soul Shoppe Programs Registered in California
Oakland, CA View Report

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration • Internal Revenue Service
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States