Benefit Equity, Inc. at 525 N Cabrillo Park Dr STE 200, Santa Ana, Ca 92701 lists Robert Henry Gorelick and Wendy Jill Gorelick of Santa Ana, CA as associates.
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Robert Henry Gorelick
Individual Agent
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525 N CABRILLO PARK DR STE 200, SANTA ANA, CA 92701
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Robert Henry Gorelick
CEO
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525 N CABRILLO PARK DR STE 200, SANTA ANA, CA 92701
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Robert Henry Gorelick
Chief Financial Officer
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525 N CABRILLO PARK DR STE 200, SANTA ANA, CA 92701
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Wendy Jill Gorelick
Secretary
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525 N CABRILLO PARK DR STE 200, SANTA ANA, CA 92701
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Michael Gorelick
Other
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525 N CABRILLO PARK DR STE 200, SANTA ANA, CA 92701
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525 N CABRILLO PARK DR STE 200, SANTA ANA, CA 92701
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBENEFIT EQUITY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$3,640,282 / $2,711,865 | 2022 | BENEFIT EQUITY, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 15 / 16 | $3,640,282 / $2,711,865 |
| 2021 | Plan NameBENEFIT EQUITY, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$2,958,425 / $3,640,282 | 2021 | BENEFIT EQUITY, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 15 / 15 | $2,958,425 / $3,640,282 |
| 2020 | Plan NameBENEFIT EQUITY, INC. 401K PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$2,428,617 / $2,958,425 | 2020 | BENEFIT EQUITY, INC. 401K PLAN - Plan #001 | 20 / 20 | $2,428,617 / $2,958,425 |
| 2019 | Plan NameBENEFIT EQUITY, INC. 401K PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$1,979,865 / $2,428,617 | 2019 | BENEFIT EQUITY, INC. 401K PLAN - Plan #001 | 21 / 20 | $1,979,865 / $2,428,617 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/12/2021 | Approved$250,000 Forgiven$253,466 LenderU.S. Bank, National Association Jobs15 | 03/12/2021 | $250,000 | $253,466 | U.S. Bank, National Association | 15 |
| 05/01/2020 | Approved$250,000 Forgiven$252,377 LenderU.S. Bank, National Association Jobs15 | 05/01/2020 | $250,000 | $252,377 | U.S. Bank, National Association | 15 |
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