The Winston School of San Diego at 215 9th St, Del Mar, Ca 92014 lists Laura Cunitz and Mary Balo of Del Mar, CA as associates.
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Mary Sterling-Torretti
Individual Agent
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215 9TH ST, DEL MAR, CA 92014
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Laura Cunitz
CEO
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215 9TH ST, DEL MAR, CA 92014
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Mary Balo
Chief Financial Officer
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215 9TH ST, DEL MAR, CA 92014
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Ria Scoma
Secretary
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215 9TH ST, DEL MAR, CA 92014
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215 9TH ST, DEL MAR, CA 92014
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTHE WINSTON SCHOOL 401(K) PLAN Plan #001 Participants BOY/EOY49 / 46 Assets BOY/EOY$2,465,860 / $1,826,288 | 2022 | THE WINSTON SCHOOL 401(K) PLAN - Plan #001 | 49 / 46 | $2,465,860 / $1,826,288 |
| 2021 | Plan NameTHE WINSTON SCHOOL 401(K) PLAN Plan #001 Participants BOY/EOY44 / 47 Assets BOY/EOY$1,909,298 / $2,465,860 | 2021 | THE WINSTON SCHOOL 401(K) PLAN - Plan #001 | 44 / 47 | $1,909,298 / $2,465,860 |
| 2020 | Plan NameTHE WINSTON SCHOOL 401(K) PLAN Plan #001 Participants BOY/EOY42 / 44 Assets BOY/EOY$1,459,106 / $1,909,298 | 2020 | THE WINSTON SCHOOL 401(K) PLAN - Plan #001 | 42 / 44 | $1,459,106 / $1,909,298 |
| 2019 | Plan NameTHE WINSTON SCHOOL 401(K) PLAN Plan #001 Participants BOY/EOY42 / 43 Assets BOY/EOY$1,217,405 / $1,459,106 | 2019 | THE WINSTON SCHOOL 401(K) PLAN - Plan #001 | 42 / 43 | $1,217,405 / $1,459,106 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps54 Contributions$538,255 Revenue$3,649,668 Expenses$3,682,490 Assets EOY$3,520,676 Liabilities$80,155 | 2022 | 54 | $538,255 | $3,649,668 | $3,682,490 | $3,520,676 | $80,155 |
| 2021 | # of Emps40 Contributions$628,205 Revenue$3,443,834 Expenses$3,255,491 Assets EOY$3,609,952 Liabilities$140,141 | 2021 | 40 | $628,205 | $3,443,834 | $3,255,491 | $3,609,952 | $140,141 |
| 2020 | # of Emps53 Contributions$675,120 Revenue$3,580,555 Expenses$3,395,976 Assets EOY$3,417,968 Liabilities$136,500 | 2020 | 53 | $675,120 | $3,580,555 | $3,395,976 | $3,417,968 | $136,500 |
| 2019 | # of Emps53 Contributions$432,147 Revenue$3,258,748 Expenses$3,252,223 Assets EOY$3,284,704 Liabilities$187,815 | 2019 | 53 | $432,147 | $3,258,748 | $3,252,223 | $3,284,704 | $187,815 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/13/2021 | Approved$404,292 Forgiven$407,670 LenderJPMorgan Chase Bank, National Association Jobs34 | 03/13/2021 | $404,292 | $407,670 | JPMorgan Chase Bank, National Association | 34 |
| 04/09/2020 | Approved$404,200 Forgiven$406,559 LenderJPMorgan Chase Bank, National Association Jobs33 | 04/09/2020 | $404,200 | $406,559 | JPMorgan Chase Bank, National Association | 33 |
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