Occupancy Cost Audit Group, Inc.

Foothill Ranch, CA

California

Registered In

05/08/1991

Incorp. Date

Company Summary

Occupancy Cost Audit Group, Inc. at 27442 Portola Pkwy STE 170, Foothill Ranch, Ca 92610 lists Alan Jacobson of Foothill Ranch, CA as the associate.

Overview

Registered In

California

Incorporation Date

05/08/1991

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Alan Jacobson Individual Agent	27442 PORTOLA PKWY STE 170, FOOTHILL RANCH, CA 92610
Alan Jacobson CEO	27442 PORTOLA PKWY STE 170, FOOTHILL RANCH, CA 92610
Alan Jacobson Chief Financial Officer	27442 PORTOLA PKWY STE 170, FOOTHILL RANCH, CA 92610
Alan Jacobson Director	27442 PORTOLA PKWY STE 170, FOOTHILL RANCH, CA 92610
Alan Jacobson Secretary	27442 PORTOLA PKWY STE 170, FOOTHILL RANCH, CA 92610

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

27442 PORTOLA PKWY STE 170, FOOTHILL RANCH, CA 92610 (Mailing) View Map

Financials

Financial Information for Occupancy Cost Audit Group, Inc.

Form 5500

OCCUPANCY COST AUDIT GROUP INC

16400 Pacific Coast Highway Suite 221, Huntington Beach, Ca 92649 (949) 582-6848 EIN:33-0464138 Plan Admin:Alan Jacobson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,199,202 / $1,499,238	2023	OCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$1,199,202 / $1,499,238
2022	Plan NameOCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,508,175 / $1,199,202	2022	OCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$1,508,175 / $1,199,202
2021	Plan NameOCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,242,605 / $1,508,175	2021	OCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$1,242,605 / $1,508,175
2020	Plan NameOCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$996,782 / $1,242,605	2020	OCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$996,782 / $1,242,605
2019	Plan NameOCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$779,576 / $996,782	2019	OCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$779,576 / $996,782

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OCCUPANCY COST AUDIT GROUP INC

27442 Portola Parkway Suite 170, Foothill Ranch, Ca 92610 Industry:Other Accounting Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$20,855 Forgiven$20,997 LenderWells Fargo Bank, National Association Jobs1	05/01/2020	$20,855	$20,997	Wells Fargo Bank, National Association	1

PPP Loans based on Paycheck Protection Program.

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Address Match:27442 Portola Pkwy Ste 170 Foothill Ranch, CA

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Address Match:27442 Portola Pkwy Foothill Ranch, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration