Charles Fish Investments, Inc. at 30 Corporate Park STE 410, Irvine, Ca 92606 lists Charles W. Fish and Betsy C. Shelton of Irvine, CA as associates.
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Betsy C Shelton
Individual Agent
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30 CORPORATE PARK STE 410, IRVINE, CA 92606
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Charles W. Fish
CEO
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30 CORPORATE PARK STE 410, IRVINE, CA 92606
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Charles W. Fish
Chief Financial Officer
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30 CORPORATE PARK STE 410, IRVINE, CA 92606
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Betsy C. Shelton
Director
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30 CORPORATE PARK STE 410, IRVINE, CA 92606
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Hai Vu
Director
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11100 SANTA MONICA BLVD STE 265, LOS ANGELES, CA 90025
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James R. Boothe
Director
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11100 SANTA MONICA BLVD STE 265, LOS ANGELES, CA 90025
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Charles W. Fish
Director
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30 CORPORATE PARK STE 410, IRVINE, CA 92606
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John A. Gomez
Director
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ONE NORTHFIELD PLZ STE 522, NORTHFIELD, IL 60093
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Betsy C. Shelton
Secretary
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30 CORPORATE PARK STE 410, IRVINE, CA 92606
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30 CORPORATE PARK STE 410, IRVINE, CA 92606
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$528,402 / $448,772 | 2022 | CHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 5 | $528,402 / $448,772 |
| 2021 | Plan NameCHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$426,930 / $528,402 | 2021 | CHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 5 | $426,930 / $528,402 |
| 2020 | Plan NameCHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$340,816 / $426,930 | 2020 | CHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 5 | $340,816 / $426,930 |
| 2019 | Plan NameCHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$263,469 / $340,816 | 2019 | CHARLES FISH INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 5 | $263,469 / $340,816 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/19/2020 | Approved$78,400 Forgiven$78,817 LenderU.S. Bank, National Association Jobs5 | 05/19/2020 | $78,400 | $78,817 | U.S. Bank, National Association | 5 |
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