Systems Advisory Services at 1224 Paloma Ave, Burlingame, Ca 94010 lists Margaret Joscher of Burlingame, CA and Bradford Carter of Danville, CA as associates.
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Margaret Joscher
Individual Agent
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1224 PALOMA AVE, BURLINGAME, CA 94010
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Margaret Joscher
CEO
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1224 PALOMA AVE, BURLINGAME, CA 94010
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Bradford Carter
Chief Financial Officer
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9000 CROW CANYON RD STE S NO 353, DANVILLE, CA 94506
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Bradford Carter
Director
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9000 CROW CANYON RD STE S NO 353, DANVILLE, CA 94506
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Margaret Joscher
Director
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1224 PALOMA AVE, BURLINGAME, CA 94010
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Susan Lynch
Director
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PO BOX 370508, MONTARA, CA 94037
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Susan Lynch
Secretary
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PO BOX 370508, MONTARA, CA 94037
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1224 PALOMA AVE, BURLINGAME, CA 94010
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,372,507 / $4,293,573 | 2023 | SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 10 | $3,372,507 / $4,293,573 |
| 2022 | Plan NameSYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$4,135,185 / $3,372,507 | 2022 | SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 10 | $4,135,185 / $3,372,507 |
| 2021 | Plan NameSYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,348,651 / $4,135,185 | 2021 | SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 10 | $3,348,651 / $4,135,185 |
| 2020 | Plan NameSYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$2,713,847 / $3,348,651 | 2020 | SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 10 | $2,713,847 / $3,348,651 |
| 2019 | Plan NameSYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$2,068,392 / $2,713,847 | 2019 | SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 8 | $2,068,392 / $2,713,847 |
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