Associated Pension Consultants, Inc. at 2561 Flagstone Dr, San Jose, Ca 95132 lists Richard G Roberts of Alamo, CA as the associate.
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Richard G Roberts
Individual Agent
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3189 DANVILLE BLVD, ALAMO, CA 94507
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Richard G Roberts
CEO
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3189 DANVILLE BLVD, ALAMO, CA 94507
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2561 FLAGSTONE DR, SAN JOSE, CA 95132
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY106 / 105 Assets BOY/EOY$13,099,335 / $14,126,902 | 2023 | ASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN - Plan #004 | 106 / 105 | $13,099,335 / $14,126,902 |
| 2022 | Plan NameASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY104 / 107 Assets BOY/EOY$15,349,447 / $13,099,335 | 2022 | ASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN - Plan #004 | 104 / 107 | $15,349,447 / $13,099,335 |
| 2021 | Plan NameASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY103 / 99 Assets BOY/EOY$13,073,495 / $15,349,447 | 2021 | ASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN - Plan #004 | 103 / 99 | $13,073,495 / $15,349,447 |
| 2020 | Plan NameASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY98 / 99 Assets BOY/EOY$12,264,202 / $13,073,495 | 2020 | ASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN - Plan #004 | 98 / 99 | $12,264,202 / $13,073,495 |
| 2019 | Plan NameASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY109 / 108 Assets BOY/EOY$10,431,405 / $12,264,202 | 2019 | ASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN - Plan #004 | 109 / 108 | $10,431,405 / $12,264,202 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$1,251,000 Forgiven$1,263,302 LenderMechanics Bank Jobs90 | 04/15/2020 | $1,251,000 | $1,263,302 | Mechanics Bank | 90 |
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Associated Pension Consultants Inc.
Registered in New York
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Syracuse, NY | View Report | |
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Associated Pension Consultants of New Jersey, Inc.
Registered in New Jersey
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View Report | ||
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Associated Pension Consultants, Inc.
Registered in Florida
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Fort Lauderdale, FL | View Report | |
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Associated Pension Consultants, Inc.
Registered in Oregon
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Oregon City, OR Sacramento, CA | View Report | |
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Associated Pension Consultants, Inc.
Registered in Nevada
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Forest Ranch, CA | View Report | |
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Associated Pension Consultants, Inc.
Registered in Arkansas
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Cabot, AR | View Report | |
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Associated Pension Consultants Holdings, Inc.
Registered in California
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Chico, CA | View Report |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration