The Carey School at 820 N Delaware # 2-5, San Mateo, Ca 94401 lists Clare Darey Willard of Burlingame, CA as the associate.
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Clare Carey Willard
Individual Agent
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1457 BELLEVUE AVE, BURLINGAME, CA 94010
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Clare Darey Willard
CEO
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1457 BELLEVUE AVE, BURLINGAME, CA 94010
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820 N DELAWARE # 2-5, SAN MATEO, CA 94401
View Map
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820 N DELAWARE # 205, SAN MATEO, CA 94401
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Plan #001 Participants BOY/EOY114 / 112 Assets BOY/EOY$11,609,608 / $14,367,142 | 2023 | THE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN - Plan #001 | 114 / 112 | $11,609,608 / $14,367,142 |
| 2022 | Plan NameTHE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Plan #001 Participants BOY/EOY105 / 114 Assets BOY/EOY$13,066,213 / $11,609,608 | 2022 | THE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN - Plan #001 | 105 / 114 | $13,066,213 / $11,609,608 |
| 2021 | Plan NameTHE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Plan #001 Participants BOY/EOY97 / 105 Assets BOY/EOY$10,425,745 / $13,066,213 | 2021 | THE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN - Plan #001 | 97 / 105 | $10,425,745 / $13,066,213 |
| 2020 | Plan NameTHE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Plan #001 Participants BOY/EOY99 / 97 Assets BOY/EOY$8,199,774 / $10,425,745 | 2020 | THE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN - Plan #001 | 99 / 97 | $8,199,774 / $10,425,745 |
| 2019 | Plan NameTHE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Plan #001 Participants BOY/EOY97 / 99 Assets BOY/EOY$6,583,261 / $8,199,774 | 2019 | THE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN - Plan #001 | 97 / 99 | $6,583,261 / $8,199,774 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps93 Contributions$1,342,878 Revenue$11,120,098 Expenses$10,641,530 Assets EOY$31,298,497 Liabilities$9,486,376 | 2022 | 93 | $1,342,878 | $11,120,098 | $10,641,530 | $31,298,497 | $9,486,376 |
| 2021 | # of Emps78 Contributions$2,979,679 Revenue$11,707,115 Expenses$10,651,163 Assets EOY$31,277,820 Liabilities$9,402,457 | 2021 | 78 | $2,979,679 | $11,707,115 | $10,651,163 | $31,277,820 | $9,402,457 |
| 2020 | # of Emps74 Contributions$3,116,494 Revenue$11,383,783 Expenses$9,173,690 Assets EOY$29,289,581 Liabilities$8,954,844 | 2020 | 74 | $3,116,494 | $11,383,783 | $9,173,690 | $29,289,581 | $8,954,844 |
| 2019 | # of Emps74 Contributions$3,277,242 Revenue$11,318,782 Expenses$8,825,804 Assets EOY$24,123,944 Liabilities$6,037,775 | 2019 | 74 | $3,277,242 | $11,318,782 | $8,825,804 | $24,123,944 | $6,037,775 |
| 2018 | # of Emps79 Contributions$906,232 Revenue$8,575,816 Expenses$8,383,301 Assets EOY$22,710,797 Liabilities$7,264,842 | 2018 | 79 | $906,232 | $8,575,816 | $8,383,301 | $22,710,797 | $7,264,842 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/04/2020 | Approved$995,400 Forgiven$1,002,000 LenderJPMorgan Chase Bank, National Association Jobs59 | 05/04/2020 | $995,400 | $1,002,000 | JPMorgan Chase Bank, National Association | 59 |
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